MU News
Latest updates and analysis for Micron Technology, Inc.
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NewsFeb 15
Micron Just Sold Out Its Entire 2026 HBM Capacity
Micron's HBM4 enters volume production ahead of schedule, 2026 capacity is 100% sold out, and the stock hit a record $410. Here's what it means for the AI memory race.
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NewsFeb 6
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
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