MU catalysts
Catalysts and events linked to MU, newest first.
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5 live catalysts on MU are in Desk now. Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.
DateCardAvg 5d
- 2026-08-29Situational Awareness Unwinds Over $10B in AI Holdings Following Leveraged Bet CollapseBE MU+8.98%
- 2026-08-29Situational Awareness Collapse Forces Over $10B in AI Equity LiquidationsMU+8.98%
- 2026-08-29Situational Awareness Collapse Forces Over $10B in AI Equity LiquidationsMU TSM+5.86%
- 2026-08-29Situational Awareness Unwinds Over $10B in AI Holdings Following Leveraged Bet CollapseBE MU TSM+5.86%
- 2026-08-29Situational Awareness Fund Unwinds Over $10B in Leveraged AI Infrastructure StakesBE MU TSM+5.86%
- 2026-08-29Situational Awareness fund collapse forces $10B liquidation in leveraged AI assetsBE MU+8.98%
- 2026-08-28NVDA's $279B supply commitments concentrate pressure on DRAM/NAND suppliers000660.KS MU+8.98%
- 2026-08-28NVIDIA doubles memory supply commitments to $279B after Q2 — MU DRAM pricing re-rateMU+8.98%
- 2026-08-28NVDA's $279B supply commitments concentrate pressure on DRAM/NAND suppliers000660.KS MU+8.98%
- 2026-08-28Nvidia doubles supply commitments to $279B as Q2 revenue hits $96.2BAMZN MU NVDA+3.97%
- 2026-08-28Nvidia doubles supply commitments to $279B as Q2 revenue hits $96.2BAMZN MU NVDA+3.97%
- 2026-08-28NVDA's $279B supply commitments concentrate pressure on DRAM/NAND suppliers000660.KS MU+8.98%
- 2026-08-28NVIDIA Q2 FY2027: $96.2B revenue; Data Center $89.0B; major GPU and memory commitmentsAMD AVGO MU NVDA+3.63%
- 2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsMU+1.88%
- 2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandMU SOXX-0.41%
- 2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandMU SOXX-0.41%
- 2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsMU+1.88%
- 2026-08-26AMD Unveils MI455X with 432GB Memory Amid Rising HBM4 Input CostsMU+1.88%
- 2026-08-26AMD Unveils MI455X with 432GB Memory Amid Rising HBM4 Input CostsAMD MU-1.54%
- 2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsGOOGL MU+1.62%
- 2026-08-25Amazon Raises 2026 AI Capex to $220 Billion; AWS Growth Hits 4-Year HighAMZN MU-1.15%
- 2026-08-25Nvidia Reports Aug 26; Analysts Expect 97% YoY Growth and New Revenue SegmentsMU+0.05%
- 2026-08-25Nvidia Q2 Earnings Preview: $92B Revenue Target and New Segment ReportingMU+0.05%
- 2026-08-25Trump permits Apple China-sold products to use CXMT/YMTC memory — MU margin-share risk re-pricesMU+0.05%
- 2026-08-25Trump Admin permits Apple to buy memory from Chinese suppliers CXMT and YMTCMU SOXL-4.20%
- 2026-08-25U.S. Permits Apple to Source Chinese Memory; Domestic Chipmakers Under PressureAAPL MU+5.04%
- 2026-08-25Trump Admin permits Apple to buy memory from Chinese suppliers CXMT and YMTCMU SOXL-4.20%
- 2026-08-25Amazon raises 2026 AI capital expenditure target to $220 billionAMZN MU-1.15%
- 2026-08-25Amazon Raises 2026 AI Capex to $220 Billion; AWS Growth Hits 4-Year HighAMZN MU-1.15%
- 2026-08-25Nvidia Q2 Earnings Preview: $92B Revenue Target and New Segment ReportingMU+0.05%
- 2026-08-25U.S. permits Apple to use CXMT/YMTC memory as SOXL drops 8% — MU margin compression repricesMU+0.05%
- 2026-08-25Nvidia Reports Aug 26; Analysts Expect 97% YoY Growth and New Revenue SegmentsMU+0.05%
- 2026-08-25US Permits Apple to Use Chinese Memory Chips; Domestic Suppliers PressureAAPL MU+5.04%
- 2026-08-25U.S. Permits Apple to Source Chinese Memory Chips; SOXL Drops 8%MU SOXL-4.20%
- 2026-08-25U.S. Permits Apple to Source Chinese Memory Chips; SOXL Drops 8%MU SOXL-4.20%
- 2026-08-25Amazon Raises 2026 AI Capex to $220 Billion Amid Rising Memory CostsAMZN MU-1.15%
- 2026-08-25US Permits Apple to Use Chinese Memory Chips; Domestic Suppliers PressureAAPL MU+5.04%
- 2026-08-25Nvidia Q2 Earnings Preview: $92B Revenue Target and New Segment ReportingMU NVDA+1.05%
- 2026-08-25U.S. Permits Apple to Source Chinese Memory; Domestic Chipmakers Under PressureAAPL MU+5.04%
- 2026-08-25Nvidia Reports Aug 26; Analysts Expect 97% YoY Growth and New Revenue SegmentsMU NVDA+1.05%
- 2026-08-25Amazon Raises 2026 AI Capex to $220 Billion; AWS Growth Hits 4-Year HighAMZN MU-1.15%
- 2026-08-2310Y Treasury Yield Hits 4.65% as Bond ETFs Regain AttractivenessBND MU-3.51%
- 2026-08-23Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%DXY MU-3.51%
- 2026-08-23Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%DXY MU TLT-1.25%
- 2026-08-23Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%BND MU-3.51%
- 2026-08-23Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%BND MU-3.51%
- 2026-08-23US Treasury Yields Reach Multi-Year Highs; 10Y at 4.65%BND MU-3.51%
- 2026-08-23US Treasury Yields Reach Multi-Year Highs; 10Y at 4.65%BND MU-3.51%
- 2026-08-2310Y Treasury Yield Hits 4.65% as Bond ETFs Regain AttractivenessBND MU-3.51%
- 2026-08-23Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%DXY MU TLT-1.25%
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.