Stocks Supported by Strength in Chip Stocks and Lower Bond Yields
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 17 2025
0mins
Source: NASDAQ.COM
Market Performance: The S&P 500, Dow Jones, and Nasdaq indexes are showing moderate gains today, supported by strong chip stocks and a positive retail sales report, despite concerns over geopolitical risks and recent US tariffs impacting economic growth.
Stock Movements: Notable stock movements include Advanced Micro Devices and Intel rising significantly due to positive news, while Tesla and Incyte faced declines following competitive challenges and disappointing trial results, respectively.
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Analyst Views on MU
Wall Street analysts forecast MU stock price to fall
26 Analyst Rating
24 Buy
2 Hold
0 Sell
Strong Buy
Current: 413.970
Low
235.00
Averages
336.12
High
500.00
Current: 413.970
Low
235.00
Averages
336.12
High
500.00
About MU
Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company's products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). CNBU segment includes memory products and solutions sold into the data center, PC, graphics, and networking markets. MBU segment includes memory and storage products sold into the smartphone and other mobile-device markets. EBU segment includes memory and storage products and solutions sold into the intelligent edge through the automotive, industrial, and consumer embedded markets. SBU segment includes SSDs and component-level storage solutions sold into the data center, PC, and consumer markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Micron Technology Emerges as AI Market Leader
- Market Leadership: Micron Technology is focusing on memory hardware for AI by exiting the consumer PC market, with RAM prices expected to rise by 50% in Q1 2026, highlighting strong demand driven by AI.
- Significant Financial Growth: In Q1 of fiscal 2026, Micron's revenue surged 57% year-over-year to $13.6 billion, with 79% of that revenue coming from DRAM, indicating that AI demand is driving its primary growth.
- Massive Investment: Micron has broken ground on a $100 billion semiconductor factory in upstate New York, expected to create over 9,000 jobs and become the largest semiconductor factory in the U.S., further solidifying its market position.
- Strong Profitability: Micron boasts a gross margin of 56.8%, an operating margin of 32.5%, and a net margin of 28.15%, making it an attractive investment at a forward P/E ratio of 10.57 in the AI hardware market.
See More
AI Infrastructure Investment Soars to $700 Billion
- Market Size Forecast: In 2023, five companies are projected to spend a staggering $700 billion on AI data centers, indicating robust growth potential in the AI infrastructure market, which is expected to reach $1.4 trillion by 2030, driving a surge in related investments.
- Nvidia's Market Dominance: With a 90% market share in graphics processing units (GPUs), Nvidia is poised to benefit significantly from the growth in AI infrastructure spending, further solidifying its leadership position thanks to its powerful CUDA software platform.
- Broadcom's Competitive Edge: As a major competitor to Nvidia, Broadcom is assisting customers in developing custom AI application-specific integrated circuits (ASICs) and is expected to achieve substantial revenue growth through its networking products and the rise of Tensor Processing Units (TPUs), meeting increasing market demand.
- Opportunities for Micron and TSMC: Micron is set to benefit from the skyrocketing demand for high-bandwidth memory (HBM), leading to sustained revenue growth, while Taiwan Semiconductor Manufacturing Company (TSMC), with its monopoly in advanced logic chip manufacturing, is expected to capitalize on AI infrastructure spending through price hikes and capacity expansion over the next four years.
See More
2026 Tech Stock Rotation and Investment Opportunities
- Tech Stock Rotation: The rotation out of technology stocks in 2026 has garnered attention, and despite market volatility, investors are presented with opportunities to acquire high-quality stocks at attractive valuations, potentially capitalizing on future gains.
- Long-Term Investment Confidence: Analysts express optimism about eight stocks that have experienced fluctuations, believing they still possess the ability to generate profits for shareholders in the long run, reflecting a strong market confidence.
- Amazon's Investment Potential: Among the stocks discussed, Amazon (NASDAQ:AMZN) is highlighted as a favorite investment choice, as its long-term growth prospects continue to attract investor interest despite facing challenges.
- Video Content Promotion: The video, published on January 10, 2026, aims to engage viewers to subscribe to the channel and learn more about investment opportunities, while also providing a special offer link to enhance viewer participation.
See More
Micron Technology: The Secret Winner of the AI Infrastructure Supercycle
- Surging Market Demand: Micron Technology is projected to achieve $76 billion in revenue for 2023, representing an 81% increase over the trailing twelve months, highlighting the strong demand for memory and storage driven by AI infrastructure, thereby solidifying its position in the semiconductor industry.
- Inventory Status: The company's management has disclosed that existing inventory is sold out, which, while beneficial for short-term performance, necessitates increased production capacity in the long run to meet the rising demand, reflecting the urgent need for high-bandwidth memory solutions in the market.
- Strong Profit Expectations: By 2026, Micron's earnings per share are expected to triple from current levels, indicating robust profit potential as the company capitalizes on the rapid advancements in AI technology.
- Attractive Valuation: With a forward P/E ratio of 12, Micron is significantly undervalued compared to peers like Nvidia (25) and AMD (32), suggesting a potential upside of 105% if it aligns with the Nasdaq-100's forward P/E of 25, presenting a compelling investment opportunity for shareholders.
See More
Anthropic CEO Warns of AI Investment Risks
- Investment Risk Warning: Anthropic CEO Dario Amodei warns that even a slight miscalculation in AI investment timing could lead to bankruptcy, particularly as rivals pour hundreds of billions into data centers, highlighting the intense market competition.
- Cautious Spending Strategy: Amodei emphasizes that while powerful AI models are expected to emerge within one to two years, the timeline for revenue realization remains uncertain, potentially taking one to five years, making early massive capital commitments highly risky.
- Massive Spending Plans: Anthropic plans to invest $50 billion in U.S. AI infrastructure, focusing on data centers in Texas and New York, while competitors like Amazon, Alphabet, and Meta are budgeting significantly more at $200 billion, $185 billion, and $135 billion respectively, indicating fierce funding competition in the industry.
- Surge in Market Demand: According to the Semiconductor Industry Association, global chip sales are projected to reach $791.7 billion in 2025 and grow by 26% in 2026, indicating that AI demand is driving rapid growth across the entire sector.
See More
Micron Technology Emerges as a Key Player in AI Hardware Market
- Surging Market Demand: The demand for memory hardware driven by AI is expected to increase RAM prices by 50% in Q1 2026, which will directly boost Micron's revenue growth and enhance its market competitiveness.
- Strategic Shift: By exiting the consumer PC market at the end of 2022 to focus on AI memory needs, Micron demonstrates keen insight into future market trends, aiming to become the dominant supplier of memory hardware in the U.S. market.
- Investment Expansion: Micron has broken ground on a $100 billion semiconductor factory in New York, expected to create over 9,000 jobs, further solidifying its leadership position in the U.S. semiconductor market.
- Strong Financial Performance: Micron's revenue for Q1 of fiscal 2026 rose 57% year-over-year to $13.6 billion, with a gross margin of 56.8%, showcasing its profitability and growth potential in the AI-driven memory market.
See More
Micron Technology Emerges as AI Market Leader
- Market Leadership: Micron Technology is focusing on memory hardware for AI by exiting the consumer PC market, with RAM prices expected to rise by 50% in Q1 2026, highlighting strong demand driven by AI.
- Significant Financial Growth: In Q1 of fiscal 2026, Micron's revenue surged 57% year-over-year to $13.6 billion, with 79% of that revenue coming from DRAM, indicating that AI demand is driving its primary growth.
- Massive Investment: Micron has broken ground on a $100 billion semiconductor factory in upstate New York, expected to create over 9,000 jobs and become the largest semiconductor factory in the U.S., further solidifying its market position.
- Strong Profitability: Micron boasts a gross margin of 56.8%, an operating margin of 32.5%, and a net margin of 28.15%, making it an attractive investment at a forward P/E ratio of 10.57 in the AI hardware market.
See More
AI Infrastructure Investment Soars to $700 Billion
- Market Size Forecast: In 2023, five companies are projected to spend a staggering $700 billion on AI data centers, indicating robust growth potential in the AI infrastructure market, which is expected to reach $1.4 trillion by 2030, driving a surge in related investments.
- Nvidia's Market Dominance: With a 90% market share in graphics processing units (GPUs), Nvidia is poised to benefit significantly from the growth in AI infrastructure spending, further solidifying its leadership position thanks to its powerful CUDA software platform.
- Broadcom's Competitive Edge: As a major competitor to Nvidia, Broadcom is assisting customers in developing custom AI application-specific integrated circuits (ASICs) and is expected to achieve substantial revenue growth through its networking products and the rise of Tensor Processing Units (TPUs), meeting increasing market demand.
- Opportunities for Micron and TSMC: Micron is set to benefit from the skyrocketing demand for high-bandwidth memory (HBM), leading to sustained revenue growth, while Taiwan Semiconductor Manufacturing Company (TSMC), with its monopoly in advanced logic chip manufacturing, is expected to capitalize on AI infrastructure spending through price hikes and capacity expansion over the next four years.
See More
2026 Tech Stock Rotation and Investment Opportunities
- Tech Stock Rotation: The rotation out of technology stocks in 2026 has garnered attention, and despite market volatility, investors are presented with opportunities to acquire high-quality stocks at attractive valuations, potentially capitalizing on future gains.
- Long-Term Investment Confidence: Analysts express optimism about eight stocks that have experienced fluctuations, believing they still possess the ability to generate profits for shareholders in the long run, reflecting a strong market confidence.
- Amazon's Investment Potential: Among the stocks discussed, Amazon (NASDAQ:AMZN) is highlighted as a favorite investment choice, as its long-term growth prospects continue to attract investor interest despite facing challenges.
- Video Content Promotion: The video, published on January 10, 2026, aims to engage viewers to subscribe to the channel and learn more about investment opportunities, while also providing a special offer link to enhance viewer participation.
See More
Micron Technology: The Secret Winner of the AI Infrastructure Supercycle
- Surging Market Demand: Micron Technology is projected to achieve $76 billion in revenue for 2023, representing an 81% increase over the trailing twelve months, highlighting the strong demand for memory and storage driven by AI infrastructure, thereby solidifying its position in the semiconductor industry.
- Inventory Status: The company's management has disclosed that existing inventory is sold out, which, while beneficial for short-term performance, necessitates increased production capacity in the long run to meet the rising demand, reflecting the urgent need for high-bandwidth memory solutions in the market.
- Strong Profit Expectations: By 2026, Micron's earnings per share are expected to triple from current levels, indicating robust profit potential as the company capitalizes on the rapid advancements in AI technology.
- Attractive Valuation: With a forward P/E ratio of 12, Micron is significantly undervalued compared to peers like Nvidia (25) and AMD (32), suggesting a potential upside of 105% if it aligns with the Nasdaq-100's forward P/E of 25, presenting a compelling investment opportunity for shareholders.
See More
Anthropic CEO Warns of AI Investment Risks
- Investment Risk Warning: Anthropic CEO Dario Amodei warns that even a slight miscalculation in AI investment timing could lead to bankruptcy, particularly as rivals pour hundreds of billions into data centers, highlighting the intense market competition.
- Cautious Spending Strategy: Amodei emphasizes that while powerful AI models are expected to emerge within one to two years, the timeline for revenue realization remains uncertain, potentially taking one to five years, making early massive capital commitments highly risky.
- Massive Spending Plans: Anthropic plans to invest $50 billion in U.S. AI infrastructure, focusing on data centers in Texas and New York, while competitors like Amazon, Alphabet, and Meta are budgeting significantly more at $200 billion, $185 billion, and $135 billion respectively, indicating fierce funding competition in the industry.
- Surge in Market Demand: According to the Semiconductor Industry Association, global chip sales are projected to reach $791.7 billion in 2025 and grow by 26% in 2026, indicating that AI demand is driving rapid growth across the entire sector.
See More
Micron Technology Emerges as a Key Player in AI Hardware Market
- Surging Market Demand: The demand for memory hardware driven by AI is expected to increase RAM prices by 50% in Q1 2026, which will directly boost Micron's revenue growth and enhance its market competitiveness.
- Strategic Shift: By exiting the consumer PC market at the end of 2022 to focus on AI memory needs, Micron demonstrates keen insight into future market trends, aiming to become the dominant supplier of memory hardware in the U.S. market.
- Investment Expansion: Micron has broken ground on a $100 billion semiconductor factory in New York, expected to create over 9,000 jobs, further solidifying its leadership position in the U.S. semiconductor market.
- Strong Financial Performance: Micron's revenue for Q1 of fiscal 2026 rose 57% year-over-year to $13.6 billion, with a gross margin of 56.8%, showcasing its profitability and growth potential in the AI-driven memory market.
See More
