Micron Stock Soars to Record High Amid AI-Driven Demand Surge
Micron Technology (MU) shares closed 2025 at a historic peak of $295, capping a year of extraordinary gains. The memory chipmaker's 250% year-to-date rally dwarfed both the S&P 500's 16.5% return and Nvidia's 38.5% performance, fueled by insatiable demand for AI data center components.
CFO Mark Murphy's recent transfer of 35,000 shares into a GRAT trust coincided with the stock's late-year surge. Micron's fundamentals justify the momentum - Q4 revenue hit $13.64 billion with $4.78 adjusted EPS, while operating in an AI memory sector that expanded 88% during 2024.
Retail investors have taken notice, with Stocktwits sentiment hitting 93/100 bullishness and message volume spiking 566%. Yet divergence persists among institutional players, as evidenced by hedge fund manager Ryan Lee's tempered reaction to Micron's earnings beat.
