Morgan Stanley analyst Joseph Moore upgraded Micron stock to overweight, or buy, from equal-weight, or neutral. He also hiked his price target to 220 from 160. Micron Technology (MU) should benefit from multiple quarters of double-digit price increases for its memory chips, a Wall Street analyst said in a client note Monday. Micron stock hit an all-time high after the report. Micron stock is on three IBD lists: IBD 50, Leaderboard and Tech Leaders. Follow Patrick Seitz on X at @IBD_PSeitz for more stories ...

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry. AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.  AMD claim ...

Micron is benefiting from booming demand for AI infrastructure.Even before Micron's (MU 2.28%) earnings report on Sept. 23, shares of the memory chip manufacturer had already logged an impressive month-to-date gain. Strong results and guidance ultimately led the stock even higher to close out September. Micron stock gained 40.6% last month, according to data provided by S&P Global Market Intelligence, largely thanks to booming demand for artificial intelligence data centers. Scrambling for AI computing capa ...

Key Points Citi analyst Christopher Danely raised his price target on Micron stock to $175 today. Citi recommends buying Micron on growing demand for NAND and DRAM memory chips. 10 stocks we like better than Micron Technology › It's two weeks until Micron (NASDAQ: MU) stock reports its earnings for fiscal Q4 2025, but Citigroup isn't waiting around for the numbers to upgrade this stock. This morning, Citi analyst Christopher Danely raised his price target on the memory maker to $175 a share, and re ...