URBN, MU and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Oct. 22, 2025.
Micron (MU) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China's semiconductor industry.
Micron faces a ban from Beijing on the use of its products in critical infrastructure.
Micron Technology (MU)'s stock didn't just move up slightly—it skyrocketed, propelled by a powerful combination of factors that bolstered market confidence dramatically. The 77% increase is rooted in more than just noteworthy revenue growth and a significant rise in profitability; it's the result of outstanding Q4 earnings, optimistic AI-driven demand, and a flurry of analyst upgrades that transformed market expectations.
Micron Technology Inc (NASDAQ:MU) plans to halt sales of its server memory chips to data centres in mainland China, according to Reuters, marking a retreat from a market that once accounted for 12% of its global revenue. The move follows a 2023 Chinese government ban on the company's products for use in critical infrastructure, which has crippled its local business.
Micron plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.
Growing demand for artificial intelligence and persistent shortages of memory and data storage solutions could mean bigger gains for providers of the hardware, according to Wall Street AI bulls.
Micron stands out as a leading memory producer, benefiting from AI-driven demand and Western protectionism reshaping the competitive landscape. MU's advanced HBM3E memory technology positions it as a key supplier for NVIDIA's latest AI accelerators, supporting robust and stable growth. The CHIPS Act and U.S. manufacturing grants level the playing field, giving MU a home advantage over Korean rivals as production shifts to America.
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Micron delivered a stellar FQ4 and issued bullish guidance, driven by strong DRAM demand, pricing power, and improving NAND fundamentals. MU's bit shipments and pricing both increased, supporting an ongoing upcycle, with further upside if volume growth continues alongside price strength. Strategic node transitions position MU to expand HBM market share and maintain cost advantages, supporting long-term competitiveness and margin expansion.
MU's 171% surge, AI exposure, and low valuation make it a compelling buy and a standout in the semiconductor rally.