Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next
New York, Feb 6, 2026, 10:03 EST — Regular session
- After a rocky open, Micron shares climbed about 0.5%
- Semianalysis cast doubt on Micron’s ability to supply Nvidia’s upcoming HBM4 memory
- Investors are focusing on Micron’s Wolfe Research conference on Feb. 11, looking for new details on HBM and demand trends
Micron Technology (MU) shares edged up 0.5% to $384.86 in early Friday action, bouncing between $371.27 and $401.50. Investors reacted to a bearish outlook on Micron’s next-gen AI memory. Semianalysis cut its forecast for Micron’s share of Nvidia’s HBM4 supply to zero, saying it sees “no indications of Nvidia ordering Micron HBM4,” according to a report on Investing.com.
The issue is…
