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Cease-Fire Sparks a Memory-Stock Rally

1 min read
Source: Barron's
Cease-Fire Sparks a Memory-Stock Rally
Photo: Barron's
TL;DR Summary

Micron Technology and peers jumped on news of a U.S.-Iran cease-fire as UBS analysts forecast memory prices to stay elevated into late 2027. DDR memory rose about 95% and NAND up ~80% in Q1, with further Q2 gains of roughly 37% and 40% expected, supported by potential long-term supply agreements that could stabilize prices amid steady demand for AI infrastructure.

Topics:business#cease-fire#markets#memory#memory-prices#micron#ubs
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  1. Micron Stock Skyrockets on Cease-Fire News. How Long Can It Last?  Barron's
  2. Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran  CNBC
  3. Big Tech stocks look like especially good deals as investors eye what is next for the market  MarketWatch
  4. Teradyne, Applied Materials, Monolithic Power Systems, Western Digital, and Semtech Shares Skyrocket, What You Need To Know  Yahoo Finance
  5. Veteran Analyst Says Microsoft, Salesforce to Lead Tech Rally After Ceasefire  TradingView

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