3 Reasons Why Micron and Sandisk Investors Can Ignore What History Says Will Happen

Despite the memory chip market's historically cyclical nature, Micron and Sandisk could defy this pattern due to unprecedented AI demand. With hyperscalers expected to spend $1.3 trillion on data center capex next year and projections reaching $3-4 trillion by 2030, memory chip demand will remain elevated for years. Both companies are investing heavily in new production facilities, suggesting confidence in sustained demand that could support higher margins and make these stocks viable long-term investments.

09/24/2026, 5:07 PM • The Motley Fool

Micron Stock Gets a Big Wall Street Boost Ahead of Earnings

Micron Technology received a significant price target increase from Citi analyst Atif Malik, raising it from $1,150 to $1,300, citing strong DRAM pricing and tight memory supply driven by AI and data center buildout. The company is expected to report fiscal Q4 earnings on Sept. 30 with revenue projected to exceed $51 billion, representing over 300% year-over-year growth. With DRAM and NAND prices surging and the stock already up 270% this year, analysts anticipate continued strong performance, though future guidance for 2027 will be critical.

09/24/2026, 12:15 PM • The Motley Fool

Prediction: Micron Stock Will Double Within 2 Years

Micron Technology has tripled this year amid strong AI data center demand for memory chips. Analysts project 247% revenue growth and 787% EPS growth for fiscal 2026. The article argues Micron could double or even triple within two years due to persistent memory shortages through 2028-2031, surging demand for high-bandwidth memory (HBM) in AI accelerators, and the company's attractive 6.7x forward earnings valuation.

09/24/2026, 9:30 AM • The Motley Fool

This ETF Is Up 20% in 2026. Here's Why It Could Have More Room to Run.

The Invesco QQQ Trust (QQQ) has outperformed major indexes with a 20% gain in 2026, significantly ahead of the S&P 500's 13% and Nasdaq Composite's 16% returns. The ETF's outperformance is driven by its concentrated exposure to high-growth tech and AI stocks, including Nvidia, Apple, and Microsoft. Despite near-term headwinds from cautious AI spending and regulations, analysts believe the AI market will continue expanding, positioning QQQ for further gains.

09/23/2026, 12:20 PM • The Motley Fool

This Unstoppable ETF Is Down 12% From Its High -- and History Says Now Is a Smart Time to Invest

The VanEck Semiconductor ETF (SMH) has declined 12% from its June high but maintains exceptional long-term performance with 88% returns over the past year and 29% annualized returns since inception. Despite short-term volatility, the ETF's historical track record suggests current dips present buying opportunities for long-term investors, though diversification is recommended due to its concentrated semiconductor sector exposure.

09/23/2026, 11:30 AM • The Motley Fool

Act Now: Micron Could Skyrocket After Sept. 30

Micron Technology is positioned for significant growth following its Sept. 30 earnings report, driven by strong AI-related demand for memory chips. The company trades at a cheap valuation (6.6x forward earnings) despite beating expectations multiple quarters in a row. With AI spending projected to reach $3-4 trillion annually by 2030, memory chip demand is expected to remain elevated through 2027, supporting long-term profitability despite the company's historically cyclical nature.

09/23/2026, 7:02 AM • The Motley Fool

Nvidia's Demand Is Outpacing Its 70% Growth Forecast, and That Is Just the Beginning

Nvidia's demand for AI chips is significantly outpacing its 70% fiscal 2028 sales growth forecast, with management indicating it could potentially double sales if supply constraints were overcome. The surge is driven by agentic AI adoption, which requires 15-100 times more computing power than human-guided work. S&P Global forecasts $1.3 trillion in tech spending on AI infrastructure next year, positioning Nvidia for sustained long-term growth.

09/23/2026, 4:10 AM • The Motley Fool

Stock Market Midday, Sept. 22: Means Markets Muted Despite Tech Gains as Geopolitics Dominates

Markets showed mixed performance on Sept. 22, 2026, with the Nasdaq hitting a new intraday record while the S&P 500 and Dow declined. Tech stocks gained on AI optimism, but geopolitical concerns and interest rate fears limited broader market gains. Investors await developments from the UN General Assembly and the Trump-Xi meeting.

09/22/2026, 12:38 PM • The Motley Fool

Nvidia and AMD Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar.

ASML, a Dutch semiconductor equipment maker, holds a monopoly on extreme ultraviolet (EUV) lithography machines essential for manufacturing advanced AI chips. With Nvidia and AMD relying on ASML's technology through foundries like TSMC, the company is positioned to benefit from surging demand for AI infrastructure and memory chips, expecting 25% growth in foundry/logic sales and 75% growth in memory system sales in 2026.

09/22/2026, 8:15 AM • The Motley Fool

Prediction: A Stock Market Crash Is Coming. Here's What Investors Should Do Based on Almost 70 Years' Worth of History.

The S&P 500 is trading at its second-highest valuation in history amid rising oil prices, inflation, and interest rate hikes triggered by geopolitical conflict in the Middle East. While risks include potential slowdowns in AI development and higher borrowing costs for tech companies, historical data shows the market has recovered from all previous crashes. Investors should stay invested rather than sell during downturns.

09/22/2026, 5:16 AM • The Motley Fool

The Global Semiconductor Market Accelerates as AI Computing, Advanced Nodes and Automotive Electronics Reshape Global Chip Demand

The global semiconductor market is projected to grow from USD 758.13 billion in 2025 to USD 2,776.21 billion by 2035, with a CAGR of 13.86%. Growth is driven by AI, 5G deployment, automotive electronics, and advanced process nodes. The U.S. market is expected to reach USD 1,013.43 billion by 2035. Memory devices and networking/communications dominate the market, while automotive is the fastest-growing application segment.

09/21/2026, 6:30 PM • GlobeNewswire

Micron (MU) Beats Stock Market Upswing: What Investors Need to Know

Micron (MU) closed at $1,043.49, up 2.73% and outperforming the S&P 500's 1.49% gain. The chipmaker is forecasted to report Q3 EPS of $31.45 (up 937.95% YoY) and quarterly revenue of $50.86 billion (up 349.48% YoY). With a Forward P/E of 6.41 below the industry average of 21.21, MU holds a Zacks Rank #3 (Hold) rating.

09/21/2026, 5:45 PM • Zacks

Prediction: Micron Will Earn More Profit Than Microsoft in Fiscal 2027

An analyst predicts Micron Technology will earn more net profit than Microsoft in fiscal 2027, driven by record-high memory prices and strong demand. Micron's Q4 FY2026 guidance suggests ~$35 billion quarterly profit, but the prediction depends critically on memory prices holding near current levels. Microsoft's fiscal 2027 profit could still exceed Micron's if memory prices decline, as they have historically done during supply gluts.

09/20/2026, 1:17 PM • The Motley Fool

The "September Effect" Is in Full Swing, With Stocks Slumping Left and Right. Here's How History Says Investors Should Respond.

September historically shows negative average returns for major stock indices, but the effect occurs only slightly more than half the time. Rather than attempting to time the market by selling before September, investors should stay invested long-term, as October and November typically deliver strong gains that offset September losses.

09/20/2026, 7:15 AM • The Motley Fool

Should You Buy Micron Stock Before Its Next Earnings Report?

Micron Technology is positioned to report strong fiscal Q4 earnings on Sept. 30, with Wall Street expecting 350% revenue growth and 11x EPS growth driven by AI infrastructure demand. Major tech companies like Amazon, Tesla, Nvidia, and SpaceX have publicly confirmed robust memory demand and increased capital spending. However, the article advises against timing purchases around earnings events, recommending instead a long-term dollar-cost averaging approach to build positions in memory makers benefiting from AI tailwinds.

09/20/2026, 5:30 AM • The Motley Fool