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Micron hit a $1T market value for the first time on Tuesday as its stock closed up 19.29%, after hitting $700B earlier in May, driven by high memory chip demand

Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 19%, driven by insatiable artificial intelligence demand for its memory chips.

CNBC Samantha Subin

Discussion

  • @neilksethi Neil Sethi on x
    $MU On the back of an upgrade and Trump mention, Micron up another +17%, its best day since last April (and before that 2011), now up +215% YTD and pushing it to a $1 trillion market cap. Shares are up 13x from the April 2025 lows. [image]
  • @gunjanjs Gunjan Banerji on x
    Micron closed with a market value of more than $1 trillion, overtaking Walmart to become the 10th largest co in the U.S. The shares rallied 19.3%, biggest one-day jump since **2011** [image]
  • @morningbrew @morningbrew on x
    Micron's Market Cap: • May 27, 2025: $108 billion • May 26, 2026: $1.01 trillion For perspective, Spotify's current market cap is $108 billion. It's the 210th largest company in the world.
  • @boringbiz_ @boringbiz_ on x
    Watching Micron go from $80 billion to a trillion dollar market cap within the span of a year [image]
  • @tiernanraytech Tiernan Ray on x
    I have been writing for years that Micron Technology is one of the most valuable companies in all of semiconductors, perhaps all of tech.  The upward revisions happening for the DRAM market, and possibly NAND, are astounding, and beyond even what I expected.  But it is in line wi…
  • Samantha Subin Samantha Subin on linkedin
    Micron has entered an elite club.  —  The memory chipmaker surpassed a $1 trillion market value on Tuesday, joining megacap technology companies including Apple, Nvidia and Google. …
  • @lisaabramowicz1 Lisa Abramowicz on x
    The pace of Micron's rise to becoming a $1 trillion company is unprecedented. The dot-com boom created millionaires. The aftermath of the 2008 financial crisis minted billionaires. The AI revolution is resulting in trillionaires. https://www.wsj.com/... [image]
  • @kyleichan Kyle Chan on x
    That is an insane chart. Micron 10x to $1 trillion in one year. [image]
  • @jonahlupton Jonah Lupton on x
    Exactly 1 year ago, $MU (Micron) had a market cap of $108 billion Today, $MU added $163 billion to their market cap, closing above $1 trillion for the first time ever.
  • @boringbiz_ @boringbiz_ on x
    All three core memory chip stocks are worth more than a trillion dollars now Micron, Samsung and SK Hynix were not even combined worth a trillion dollars just a year ago Micron alone is up 770% in the last 1 year. SK Hynix is up 971% over that same time These companies have
  • @rdd147 Roger on x
    Micron $MU is now a historically $50 billion company worth $1 trillion for absolutely no reason outside of 6 month window to price gouge.
  • @tradexwhisperer @tradexwhisperer on x
    $MU at $895, Micron is now the 10th largest company in the United States with $1.008 Trillion Market Cap, only $33 billion shy of Berkshire Hathaway. [image]
  • @bearlyai @bearlyai on x
    Micron CEO Sanjay Mehrotra has a legendary LinkedIn page: > co-invents tech for NAND flash memory > co-founds SanDisk and runs for 28 years > sells SanDisk to Western Digital for $19B in 2016 > becomes Micron CEO in 2017 and market cap grown >33x from $30 billion to $1 trillion […
  • @speculator_io Lin on x
    Memory now makes up more than 1/4 of the total cost of a GPU rack. And there are only 3 HBM companies in the world: - Micron - SK Hynix - Samsung That's it. These 3 companies sit in one of the most important layers of the AI supply chain. The $3 trillion memory bottleneck. [image…
  • @garyblack00 Gary Black on x
    SK Hynix became the 15th company to reach the $1 trillion market cap club, and the third Korean chip mnfr after TSMC and Samsung Electronics. On Tuesday, both $MU and SK Hynix passed $1T market cap. [image]
  • @bamabonds Will Slaughter on x
    At the rate we're going, memory suppliers will soon consume all the economic profits (and then some) of the AI capex supercycle. Something's gotta give soon Either capex plans or semiconductor prices will succumb to gravity, hard to say which...
  • @wolf_financial Wolf on x
    SOUTH KOREA 🇰🇷 JUST DID SOMETHING THAT ONLY THE UNITED STATES 🇺🇸 HAS BEEN ABLE TO DO South Korea just became the second country to have more than 1 company valued at $1+ Trillion Samsung: $1.3 Trillion market cap SK Hynix: $1 Trillion [image]
  • @bamabonds Will Slaughter on x
    $NVDA and the memory cartel ($MU+ Samsung +SK Hynix) are together forecast to book over $2.5 trillion in EBITDA over the next 3 years, essentially equivalent to the capex budgets of all hyperscalers combined. The math is simply not mathing for this to continue at this pace.
  • @realnickmugalli Nicholas Mugalli on x
    🇰🇷 Korea is now the only country after the United States to have 2 companies that are worth over a trillion dollars each as Samsung and SK Hynix join rally 7%, 12% today alone This country and its people is truly one of the world largest wonder-what an incredible story & country …
  • @universeice @universeice on x
    SK hynix's market capitalization surpassed $1 trillion for the first time in its history on May 27. In South Korea, it became the second company after Samsung Electronics to reach this milestone.
  • @carlquintanilla Carl Quintanilla on bluesky
    WSJ: The Idaho Chip Maker That Doubled to $1 Trillion in 48 Days  —  “.. For all intents and purposes, that seems to be unprecedented.”  —  @wsj.com $MU  —  www.wsj.com/finance/stoc...  [image]
  • r/wallstreetbets r on reddit
    Memory Chip Frenzy Sends SK Hynix, Micron Into $1 Trillion Club
  • LinkedIn Brian Pia on linkedin
    Brian Pia's Post