MU is trading at $426.86 (+4.03%) after confirming that volume HBM4 shipments began ahead of schedule this quarter, with 2026 supply already sold out due to surging AI demand.
- Executives at the Wolfe conference noted that demand continues to outpace supply, fueling margin expansion and securing long-term customer agreements.
- The stock continues its upward trajectory following a 9.94% gain on February 11, bolstered by fab expansions in New York and Singapore and general semiconductor sector strength.