Micron (MU) inventory value has surged 6.25% (54.09 factors) within the pre-market hours. The inventory additionally closed 1.94% (16.51 factors) larger on July 20, 2026. MU’s newest value rally comes after AMD introduced a brand new take care of Microsoft, increasing its provide to the tech large for AI computation wants. Let’s talk about what’s taking place.
Is The AMD-Microsoft Deal Fueling Micron’s Inventory Value Surge?
Micron’s (MU) newest rally follows on the heels of AMD saying a brand new take care of Microsoft. In accordance with an official assertion, AMD will increase on its CPU, GPU, networking, and software program providers for Microsoft Azure. AMD is a shopper for Micron’s reminiscence chips and buyers are doubtless anticipating extra income for the AI reminiscence chip producer following the deal.
Micron (MU) additionally lately introduced a $250 billion funding plan for the US to ramp up home manufacturing. Each developments might have elevated investor sentiment, resulting in a inventory value rally.
Micron (MU) is likely one of the three major AI reminiscence chip producers, together with SK Hynix and Samsung Electronics. The South Korean KOSPI inventory market additionally opened within the inexperienced zone immediately. KOSPI’s upswing might have additionally trickled into the US inventory market, pushing Micron’s (MU) inventory value within the pre-market hours.
One other issue to contemplate is the falling inflation numbers within the US. CPI (Shopper Value Index) figures got here in at 3.5% for June 2026. Falling inflation might have reignited hopes for an rate of interest reduce. The transfer might have aided in Micron’s (MU) inventory value surge.
Can MU Maintain Its Rally?
Micron (MU) is driving the AI wave and is predicted to hit new peaks within the coming years. Wall Road analysts have change into more and more bullish on MU’s future. Nonetheless, there are some short-term dangers.
Oil costs have surged after a re-escalation within the US-Iran battle. Whereas inflation has dipped for June 2026, the figures might rise for this month. If inflation surges, Micron’s (MU) inventory value might even see a dip as buyers might determine to de-risk.
