MU catalysts
Catalysts and events linked to MU, newest first.
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DateCardAvg 5d
- 2026-10-16Micron drawdown persists despite strong Q4 memory resultsMU SMH
- 2026-10-16Sandisk is tied to AI storage demand and a 51% q/q revenue jumpMU SNDK
- 2026-10-16Sandisk Reports 51% Sequential Revenue Growth to $9B on AI Data Center DemandMU SNDK
- 2026-10-16Sandisk rally ties to AI storage demand and data-center buildoutMU SNDK
- 2026-10-16Sandisk surged 497% YTD as AI storage demand stays hotMU SNDK
- 2026-10-16Micron remains 23% below peak after strong Q4 printMU SNDK
- 2026-10-16Sandisk cited as a major AI storage winner after 497% YTD surgeMU SNDK
- 2026-10-16Micron reports 379% Q4 revenue growth and 80.7% operating margin as shares remain 23% below peakMU TSM
- 2026-10-16Sandisk posts 51% sequential revenue jump to $9B on AI storage buildoutMU SNDK
- 2026-10-16Micron trades 23% below high despite very strong Q4 metricsMU SNDK
- 2026-10-15Chinese Competition Intensifies Across Semiconductor Memory MarketsMU SNDK
- 2026-10-15Micron and SanDisk Face Heightened Margin Pressure from Chinese Memory Chip SupplyMU SNDK
- 2026-10-15Chinese Domestic Competition Weighs on Micron and SanDisk Memory OutlookMU
- 2026-10-15Chinese Domestic Competition Expands in Commodity Semiconductor MemoryMU
- 2026-10-15Chinese Domestic Competition Weighs on Micron and SanDisk Memory OutlookMU
- 2026-10-15SK Hynix Q2 Revenue Hits $52.6B Driven by High-Bandwidth MemoryAVGO MU
- 2026-10-15Chinese Domestic Competition Expands in Commodity Semiconductor MemoryAVGO MU
- 2026-10-15SK Hynix Q2 Revenue Hits $52.6B Driven by High-Bandwidth Memory DemandAVGO MU
- 2026-10-15Micron and SanDisk Face Heightened Margin Pressure from Chinese Memory Chip SupplyMU SNDK
- 2026-10-15Chinese Competition Intensifies Across Semiconductor Memory MarketsMU SNDK
- 2026-10-12Micron Pullback of 18% Tests HBM and Enterprise SSD Structural Demand ThesisMU NVDA-3.85%
- 2026-10-12Micron drops 18% to $1,030 as HBM demand tests traditional memory cycle patternsMU NVDA-3.85%
- 2026-10-10Western Digital Projects 128.6% Q3 EPS Growth on Memory Demand ReboundMU WDC-3.88%
- 2026-10-10Western Digital Projects 128.6% Q3 EPS Growth on Memory Demand ReboundMU WDC-3.88%
- 2026-10-10Western Digital Projects 128.6% Q3 EPS Growth on Memory Demand ReboundMU WDC-3.88%
- 2026-10-10Western Digital Q3 Projections Show 128.7% EPS Growth on NAND/HDD RecoveryMU WDC-3.88%
- 2026-10-07Micron flags 86% gross margins and supply deals through 2031 — HBM pricing power re-rates MUMU-5.42%
- 2026-10-07Micron flags 86% gross margins and supply deals through 2031 — MU AI-memory margins re-priceMU-5.42%
- 2026-10-07Micron Fiscal Q4 Revenue Surges Past $54B on AI Memory Demand and 86% MarginsMU-5.42%
- 2026-10-07Micron Highlights 86% Gross Margins and Long-Term Supply Deals Through 2031MU SMH-7.54%
- 2026-10-07Micron holds 86% gross margin with AI memory customer commitments secured through 2031MU-5.42%
- 2026-10-07Micron holds 86% gross margin with AI memory customer commitments secured through 2031MU NVDA-6.11%
- 2026-10-07Micron Highlights 86% Gross Margins and Long-Term Supply Deals Through 2031MU SMH-7.54%
- 2026-10-07Micron Fiscal Q4 Revenue Surges Past $54B on AI Memory Demand and 86% MarginsMU-5.42%
- 2026-10-05Silicon Motion posts 127% revenue growth amid tight data center memory controller supplyMU SIMO-10.41%
- 2026-10-05Silicon Motion Posts 127% YoY Revenue Growth Amid Persistent AI Memory ShortagesMU-10.41%
- 2026-10-05Silicon Motion Posts 127% YoY Revenue Growth Amid Persistent AI Memory ShortagesMU SIMO-10.41%
- 2026-10-05Silicon Motion Posts 127% YoY Revenue Growth Amid Persistent AI Memory ShortagesMU SIMO-10.41%
- 2026-10-05Silicon Motion Reports 127% YoY Revenue Growth Driven by AI Memory Controller DemandMU SIMO-10.41%
- 2026-10-05Silicon Motion posts 127% revenue growth amid tight data center memory controller supplyMU SIMO-10.41%
- 2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM-7.99%
- 2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-3.42%
- 2026-10-04Micron Q2 Revenue Up 432% Over Two Years to $41.5B as AI Memory Diverges From HandsetsMU QCOM-7.99%
- 2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMU NVDA-5.00%
- 2026-10-04Micron Q2 revenue reaches $41.5B on 432% two-year surge fueled by AI memory demandMU-7.99%
- 2026-10-04Micron Revenue Jumps 432% Over Two Years on AI Memory Demand SpikeMU-7.99%
- 2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsMU QCOM-7.99%
- 2026-10-04Micron Q2 Revenue Hits $41.5B on AI Memory Demand as Component Costs Press QualcommMU QCOM-7.99%
- 2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory GrowthMU QCOM-7.99%
- 2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory Demand ExpansionMU SMH-6.16%
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