---
title: "Micron's (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287060636.md"
description: "Micron Technology, Inc. (MU) has seen a 660% stock increase over the past year, driven by strong financial performance and demand in the DRAM market due to AI spending. The outlook remains positive as the company is positioned to benefit from ongoing market dynamics."
datetime: "2026-05-20T11:50:09.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287060636.md)
  - [en](https://longbridge.com/en/news/287060636.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287060636.md)
---

# Micron's (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger

Micron Technology, Inc. (MU) has already been one of the market's biggest artificial intelligence (AI) winners, but I do not think the story is over yet. The memory and storage solutions company's stock is up more than 660% over the past 12 months, aided by its strong financial performance. I am bullish on Micron as I believe the company is well-positioned to benefit from a continued demand-supply imbalance in the Dynamic Random Access Memory (DRAM) market caused by aggressive AI spending by hyperscalers, which in turn will boost Micron's earnings.

### Claim 55% Off TipRanks

-   Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
-   Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks

### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [MUU.US](https://longbridge.com/en/quote/MUU.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)

## Related News & Research

- [GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF](https://longbridge.com/en/news/286936026.md)
- [Micron's stock gets a boost. Are Samsung's problems helping?](https://longbridge.com/en/news/287092903.md)
- [Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.](https://longbridge.com/en/news/286878649.md)
- [Why Micron Stock Just Popped Again](https://longbridge.com/en/news/286958150.md)
- [Micron or SanDisk: Billionaire Israel Englander Picks One AI Memory Stock Over the Other](https://longbridge.com/en/news/286826007.md)