Why Wall Street Keeps Underestimating Micron

Micron Technology quadrupled its revenue year-over-year and guided to $50 billion in Q4 revenue with 20%+ sequential growth, yet the stock has fallen 27% from all-time highs. Wall Street fears a repeat of fiscal 2023's inventory glut, but the company's new multiyear Strategic Customer Agreements and strong AI infrastructure demand suggest these concerns are overblown. With AI projected to grow at 30.6% CAGR through 2033 and tech giants aggressively expanding data centers, Micron's memory chips remain central to the AI boom.

07/31/2026, 3:30 PM • The Motley Fool

Why Micron Stock Was Up and Down Today

Micron Technology stock experienced significant volatility on Friday, rising as much as 6.4% early in the day following positive earnings from Apple and Amazon showing continued spending on memory chips. However, the stock reversed course and closed down 4.74% as rising interest rates to 19-year highs weighed on growth stocks. While the memory supply crunch should continue supporting Micron's earnings, the author believes the valuation has become too rich.

07/31/2026, 3:10 PM • The Motley Fool

Amazon's 14.9% Jump Lifts the Dow While Apple Drags It Back

Amazon surged 14.9% after reporting strong Q2 earnings with AWS growing 37% year-over-year, adding 208 points to the Dow. Apple fell 9.4% despite solid Q3 results due to muted guidance citing chip supply constraints, subtracting 188 points from the index. The market remains driven by mega-cap tech stocks with strong AI cloud businesses, while most other stocks declined.

07/31/2026, 1:11 PM • The Motley Fool

Why Micron Stock Keeps Falling?

Micron Technology stock has fallen nearly 28% from its 52-week high due to competition concerns from Chinese memory manufacturer CXMT, worries about AI infrastructure spending, and broader market uncertainty. However, analysts remain bullish as memory demand significantly outpaces supply, with SK Hynix projecting a 20% shortage through 2030. The stock trades at attractive valuations (19.5x current earnings, 5.4x forward earnings), presenting a potential buying opportunity for long-term investors.

07/31/2026, 12:28 PM • The Motley Fool

Not Micron, Not Sandisk. This Chip Stock Could Be the Biggest Winner of the AI Memory Boom

Lam Research, which manufactures semiconductor equipment used by memory chip makers, is positioned to be the biggest winner of the AI-driven memory boom. With memory makers planning massive capital expenditure increases (340% combined growth by 2027) and the memory shortage expected to persist until 2029, Lam Research's addressable market is expanding significantly. The company recently beat earnings expectations and projects 52% revenue growth, with analysts projecting potential 50% upside over three years.

07/31/2026, 10:23 AM • The Motley Fool

The Real Reason Micron's Memory Cycle Could Be Different This Time

Micron is benefiting from surging AI memory demand, constrained supply, and longer customer commitments that could make its earnings more predictable and support a higher valuation. However, the article notes one major risk could still undermine the bull case for the memory chip maker.

07/31/2026, 9:06 AM • The Motley Fool

Why the AI Memory Shortage Is Just Getting Started (and Who Wins From It)

A critical shortage of high-bandwidth memory (HBM) chips is intensifying across the semiconductor industry as AI demand far outpaces supply. Memory manufacturers are gaining significant pricing power with multiyear contracts at premium rates, but investors should remain cautious as the memory sector is historically cyclical and prone to boom-bust cycles.

07/31/2026, 4:15 AM • The Motley Fool

SpaceX Is Down Nearly 50% From Its All-Time High -- That's Great News for Long-Term Investors

SpaceX stock has fallen 50% from its all-time high of $225 to $112.20, shedding $1.2 trillion in market value. While the company still carries a $1.5 trillion valuation that appears expensive by traditional metrics, the declining price makes it a more attractive long-term opportunity. However, the author recommends waiting for even more reasonable valuations before investing, as the stock's current price still depends heavily on ambitious future visions rather than current business fundamentals.

07/30/2026, 4:05 PM • The Motley Fool

Prediction: These AI Stocks Bounce Back After the Bloodbath

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

07/30/2026, 2:08 PM • The Motley Fool

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Stock Market Midday, July 30: Microsoft Soars 15%, Boosting Tech Stocks

Markets recovered from yesterday's losses with the Nasdaq up 2.42% as technology stocks rallied. Microsoft surged 15.5% following strong earnings results, boosting investor confidence in AI spending. However, GDP growth slowed to 1.5% in Q2, below expectations, signaling underlying economic uncertainty despite the market rebound.

07/30/2026, 12:32 PM • The Motley Fool

Prediction: Micron Stock Will Be Worth More Than $3,000 by the End of 2027

Analyst predicts Micron Technology stock could triple to $3,000 by end of 2027 from current $900 levels. The prediction is based on strong demand for memory chips in AI computing, limited supply creating pricing power, and management guidance that chip market tightness will persist beyond 2027. At current valuations, Micron would need 233-252% growth to reach the $3,000 target.

07/30/2026, 7:15 AM • The Motley Fool

Stock Market Today, July 29: Stocks Slide on Hawkish Fed and Increased Middle East Tensions

Major U.S. stock indices declined on July 29, 2026, as the Federal Reserve held rates steady but three officials voted for a hike, signaling a hawkish stance. Geopolitical tensions in the Middle East and a surprise Iran missile attack further pressured equities. The S&P 500 fell 1.52%, the Dow dropped 2.19%, and the Nasdaq declined 1.74%. Energy stocks gained on higher oil prices, while industrials and technology sectors suffered significant losses.

07/29/2026, 5:01 PM • The Motley Fool

Micron Stock Has Surged 637% in a Year. History Has a Clear Answer Where It Will Be in 2027

Micron Technology has surged 637% over the past year driven by AI data center demand for memory chips, particularly high-bandwidth memory (HBM). The article argues the stock can sustain its rally into 2027 as memory supply shortages persist and prices continue rising. With projected earnings growth and a valuation below historical averages, analysts suggest Micron could see 2.8x upside potential over the next year.

07/29/2026, 2:12 PM • The Motley Fool