MU

Intel (NASDAQ:INTC | INTC Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster quarters, yet their stocks are now sliding fast.

Micron Technology, Inc. fell into a steep bear market recently, even as it benefits from structural AI-driven demand and robust pricing power. MU's free cash flow margins are projected to stay solidly high, supported by long-term agreements and even bigger hyperscaler AI CapEx commitments. While memory price increases are unsustainable long-term, current DRAM pricing and AI infrastructure buildout provide resilient profit tailwinds and support.

The AI trade is under pressure as a semiconductor slump and financing concerns rattle markets, making global ETFs worth a closer look.

Memory stocks are getting hammered midday Wednesday as a sector-wide rout intensifies.

CXMT's blockbuster IPO rattles U.S. memory stocks, but its current market position suggests the broad selloff may overstate the near-term competitive threat.

Micron Technology (NASDAQ:MU | MU Price Prediction) just did something no memory company has done before.

The Roundhill Memory ETF (DRAM) has been in a free fall this week, reaching its lowest level since May 7 this year. It has plunged by over 43% from its highest point this year.

Micron Technology shares held firm in premarket trading on Wednesday, even as South Korean memory giant SK Hynix suffered a sharp selloff following its second-quarter earnings. The move suggests investors may be distinguishing between short-term earnings disappointment and the longer-term outlook for artificial intelligence-driven memory demand.

There's never a good time to miss on earnings, but memory-chip giant SK Hynix really picked its moment.

Micron stock is crashing from recent highs. The demand and supply picture remains favorable for Micron's prospects. In light of the ongoing sell-off, MU's valuation appears attractive.