Micron's Outperformance Masks This Sector's Pain

What's Going On With Micron Stock Wednesday? - Micron Technology (NASDAQ:MU)

Micron hit 52-week highs as JPMorgan raised memory-market forecast to $1.7T by 2028, reframing HBM from commodity to core AI infrastructure. Memory is a critical deployment constraint, forecast to represent 50%+ of cloud capex with supply gaps persisting through 2028.