Micron

News · last 7 days

US stocks opened higher Thursday as Micron's results lifted AI shares, but the S&P 500 had slipped 0.28% to 7,629.92 by about 10am ET. 2026-10-01
Japan's Nikkei 225 jumped 3.3% and South Korea's Kospi rose 1.9% on Thursday after Micron's forecast, while European shares fell as much as 1.4% to a three-month low before paring losses. 2026-10-01
US stocks closed slightly higher on Thursday, with the S&P 500 up 0.2% at 7,666.45, the Dow up 20.51 points at 50,926.56 and the Nasdaq up 0.04% at 26,871.60, as Treasury yields turned lower from a 24-year high and the 10-year ended near 5.24%. 2026-10-01
Micron reported record fiscal fourth-quarter revenue of $54.23 billion, up from $11.32 billion a year earlier, and guided first-quarter revenue to $61.5 billion plus or minus $1.5 billion 2026-09-30
Micron reported record fiscal fourth-quarter revenue of $54.23 billion and guided the next quarter to $61.5 billion, but its shares were roughly flat after hours as it raised fiscal 2027 capital spending. 2026-09-30

Summary

Micron's memory market saw US chip stocks post a fourth straight losing session even as Chinese rival CXMT's Shanghai debut closed up 466% at nearly $489 billion.

US chip stocks logged a fourth consecutive losing session on July 28 as the AI-hardware rally cooled.
CXMT, a Chinese DRAM maker competing with Micron, closed its Shanghai debut up 466% at roughly $489 billion on July 27.
A second US probe effort into CXMT was reported on July 28, alongside a related read-through to Chinese lithography access.
A separate July 28 update said Washington was reacting to CXMT's IPO while a DeepSeek-linked investment fund profited from the surge.

Samsung's July 30 Q2 breakdown and any formal CXMT national-security probe will show whether the capacity race eases the memory shortage or Chinese supply keeps prices elevated.

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open / developing — being actively tracked right now · resolved — the story concluded · retired — tracking dropped (folded elsewhere or went quiet) · resolved and retired threads stay published as the record, just out of daily sweeps

· Memory Squeeze — developing · last seen 2026-10-02

· CXMT IPO — open · last seen 2026-09-28

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