MU
Micron Technology, Inc. · Technology · Semiconductors
$886.18
-3.06% today · -14.43% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Chip stocks fall amid AI debt, rate concerns
- MU −3.06% on the last session vs SPY −0.29%: −2.8 pts of stock-specific move.
- News: Memory peers fell 6.16% amid AI trade reassessment and inflation concerns; MU's 4.75% decline fits sector weakness pattern.
- Semiconductors: Bloomberg reports chip stocks deepen losses as concerns mount over rates and AI debt. (Bloomberg.com)
- Semiconductors basket -2.1% (-1.8 pts vs SPY; INTC -6.1%, AMD -5.8%, MRVL -5.2%, TSM -4.3%): the stock moved with its peers. Overnight: TSMC (Taipei) -2.0%.
- Aftermath, volume spike (3.6× average volume on pace today so far): After its 10 volume spikes in the past 5 years, MU was higher a month later 7 times out of 10; half the outcomes fell between -0.2% and +8.2%. History, not a forecast.
- 330 Reddit mentions in the past 24 hours, 72% positive over the week.
- 2 analyst actions in the past 10 days (1 positive, 0 negative); latest: DA Davidson maintained Buy, raised target $2,100 → $3,000.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.6× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$14.9M
unplanned net · 0 buys · 5 sells · 3 insiders
sales: 2 unplanned, 3 under a 10b5-1 plan (40% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈+$183K
8 buys · 6 sells · 10 members
Fund moves · 3 months
≈+$1.1B
2 buys · 3 sells · 5 investors
Held by funds · now
≈$4.9B
4 investors · largest: Coatue
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 40,000 | $968.90 | $38.8M | Aug 25 |
| Aug 18, 2026 | Sumit Sadana | EVP | Sell | unplanned | 15,000 | $934.29 | $14M | Aug 20 |
| Jul 24, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 31,285 | $926.83 | $29M | Jul 28 |
| Jul 24, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 8,715 | $951.72 | $8.3M | Jul 28 |
| Jul 23, 2026 | Scott R. Allen | CAO | Sell | unplanned | 879 | $1,000.00 | $879K | Jul 27 |
| Jul 15, 2026 | Scott R. Allen | CAO | Tax | tax withholding | 912 | $983.12 | $896.6K | Jul 17 |
| Jul 1, 2026 | April S Arnzen | EVP | Sell | 10b5-1 plan | 40,000 | $1,083.94 | $43.4M | Jul 6 |
| Jun 30, 2026 | Lynn A Dugle | Director | Sell | unplanned | 1,300 | $1,150.43 | $1.5M | Jul 2 |
| Jun 26, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 28,506 | $1,149.28 | $32.8M | Jun 30 |
| Jun 26, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 11,494 | $1,180.96 | $13.6M | Jun 30 |
| Jun 26, 2026 | Alexis Bjorlin | Director | Sell | unplanned | 25 | $1,132.33 | $28.3K | Aug 28 |
| May 29, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 37,439 | $960.38 | $36M | Jun 2 |
| May 29, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 2,561 | $975.63 | $2.5M | Jun 2 |
| May 11, 2026 | Steven J Gomo | Director | Sell | unplanned | 2,000 | $787.03 | $1.6M | May 13 |
| May 1, 2026 | Michael Charles Ray | General Counsel | Sell | 10b5-1 plan | 7,601 | $534.30 | $4.1M | May 5 |
| May 1, 2026 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 40,000 | $536.26 | $21.5M | May 5 |
| Apr 15, 2026 | Scott R. Allen | CAO | Tax | tax withholding | 912 | $465.66 | $424.7K | Apr 17 |
| Apr 14, 2026 | Michael D Cordano | EVP | Sell | unplanned | 3,407 | $435.00 | $1.5M | Apr 16 |
| Apr 10, 2026 | Sumit Sadana | EVP | Sell | unplanned | 24,000 | $421.35 | $10.1M | Apr 14 |
| Apr 9, 2026 | Michael D Cordano | EVP | Sell | unplanned | 3,407 | $420.81 | $1.4M | Apr 13 |
| Apr 1, 2026 | April S Arnzen | EVP | Sell | 10b5-1 plan | 40,000 | $347.39 | $13.9M | Apr 3 |
| Feb 2, 2026 | Sumit Sadana | EVP | Sell | unplanned | 25,000 | $429.89 | $10.7M | Feb 4 |
| Jan 27, 2026 | Michael Charles Ray | General Counsel | Sell | 10b5-1 plan | 12,268 | $409.68 | $5M | Jan 29 |
| Jan 22, 2026 | Michael Charles Ray | General Counsel | Tax | tax withholding | 15,137 | $389.11 | $5.9M | Jan 26 |
| Jan 22, 2026 | Manish H Bhatia | EVP | Sell | unplanned | 26,623 | $391.04 | $10.4M | Jan 26 |
| Jan 19, 2026 | Scott R. Allen | CAO | Tax | tax withholding | 1,074 | $337.10 | $362K | Jan 20 |
| Jan 14, 2026 | Teyin M Liu | Director | Buy | open-market buy | 23,200 | $337.14 | $7.8M | Jan 15 |
| Jan 6, 2026 | Scott R. Allen | CAO | Sell | unplanned | 2,000 | $337.50 | $675K | Jan 8 |
| Jan 2, 2026 | Michael D Cordano | EVP | Tax | tax withholding | 6,058 | $285.41 | $1.7M | Jan 6 |
| Dec 22, 2025 | April S Arnzen | EVP | Sell | 10b5-1 plan | 15,000 | $277.09 | $4.2M | Dec 23 |
| Dec 19, 2025 | Steven J Gomo | Director | Sell | unplanned | 5,000 | $263.63 | $1.3M | Dec 23 |
| Nov 7, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 12,500 | $238.96 | $3M | Nov 10 |
| Oct 30, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 22,500 | $228.03 | $5.1M | Oct 31 |
| Oct 30, 2025 | Mark J. Murphy | CFO | Sell | 10b5-1 plan | 126,000 | $225.31 | $28.4M | Nov 3 |
| Oct 27, 2025 | Scott J Deboer | CTO | Sell | 10b5-1 plan | 82,000 | $222.81 | $18.3M | Oct 29 |
| Oct 27, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 22,500 | $220.72 | $5M | Oct 29 |
| Oct 21, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 22,500 | $204.10 | $4.6M | Oct 22 |
| Oct 20, 2025 | Scott R. Allen | CAO | Sell | unplanned | 8,800 | $210.02 | $1.8M | Oct 21 |
| Oct 19, 2025 | Scott R. Allen | CAO | Tax | tax withholding | 137 | $202.38 | $27.7K | Oct 21 |
| Oct 16, 2025 | Michael Charles Ray | General Counsel | Sell | 10b5-1 plan | 3,682 | $201.63 | $742.4K | Oct 20 |
| Oct 15, 2025 | Scott R. Allen | CAO | Tax | tax withholding | 7,555 | $182.26 | $1.4M | Oct 15 |
| Oct 15, 2025 | April S Arnzen | EVP | Tax | tax withholding | 45,707 | $181.79 | $8.3M | Oct 15 |
| Oct 15, 2025 | Manish H Bhatia | EVP | Tax | tax withholding | 94,353 | $181.79 | $17.2M | Oct 15 |
| Oct 15, 2025 | Scott J Deboer | CTO | Tax | tax withholding | 66,539 | $181.79 | $12.1M | Oct 15 |
| Oct 15, 2025 | Sanjay Mehrotra | CEO | Tax | tax withholding | 268,467 | $181.79 | $48.8M | Oct 15 |
| Oct 15, 2025 | Mark J. Murphy | CFO | Tax | tax withholding | 79,931 | $181.79 | $14.5M | Oct 15 |
| Oct 15, 2025 | Mark J. Murphy | CFO | Tax | tax withholding | 79,931 | $181.79 | $14.5M | Oct 15 |
| Oct 15, 2025 | Sumit Sadana | EVP | Tax | tax withholding | 95,789 | $181.79 | $17.4M | Oct 15 |
| Oct 13, 2025 | Michael Charles Ray | General Counsel | Tax | tax withholding | 4,750 | $181.60 | $862.6K | Oct 15 |
| Oct 7, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 37,500 | $190.47 | $7.1M | Oct 7 |
| Oct 1, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 15,000 | $180.86 | $2.7M | Oct 3 |
| Sep 30, 2025 | April S Arnzen | EVP | Sell | 10b5-1 plan | 15,000 | $164.04 | $2.5M | Oct 2 |
| Sep 25, 2025 | Richard M Beyer | Director | Sell | unplanned | 5,552 | $155.68 | $864.3K | Sep 29 |
| Sep 19, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 15,000 | $162.84 | $2.4M | Sep 22 |
| Sep 16, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 7,500 | $158.34 | $1.2M | Sep 17 |
| Sep 11, 2025 | Sanjay Mehrotra | CEO | Sell | 10b5-1 plan | 15,000 | $146.43 | $2.2M | Sep 12 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | House | Buy | $1K–$15K | Jul 17 |
| Jun 25, 2026 | Michael Rulli | House | Buy | $1K–$15K | Aug 7 |
| Jun 25, 2026 | Sheldon Whitehouse | Senate | Buy | $1K–$15K | Jul 8 |
| Jun 5, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jul 2 |
| May 21, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Jun 3 |
| May 15, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Mar 30, 2026 | John Fetterman | Senate | Buy | $1K–$15K | Apr 3 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 25, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Mar 24, 2026 | Dwight Evans | House | Sell | $15K–$50K | Apr 20 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Feb 3, 2026 | Cleo Fields | House | Buy | $100K–$250K | Feb 24 |
| Jan 26, 2026 | John Boozman | Senate | Sell | $1K–$15K | Feb 15 |
| Jan 8, 2026 | John Boozman | Senate | Sell | $1K–$15K | Feb 15 |
| Oct 1, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 17, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Sep 17, 2025 | John Boozman | Senate | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 3,142,269 | $3.6B | 7.5% | +1794% | Q2 2026 |
| Appaloosa (David Tepper) | 975,000 | $1.1B | 15.1% | -41% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 116,666 | $134.7M | 0.55% | -92% | Q2 2026 |
| Soros Fund Management (George Soros) | 22,422 | $25.9M | 0.43% | +694% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q2 2026 | 2,976,338 | $3.4B | 7.5% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q2 2026 | 19,598 | $22.6M | 0.4% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 1,359,038 | $1.6B | 0.6% | Aug 14 |
| Aug 14, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q2 2026 | 690,000 | $796.5M | 15.1% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q2 2026 | 23,400 | $7.9M | Aug 14 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 586,064 | $198M | 2.2% | May 15 |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q1 2026 | 23,400 | $7.9M | 0.3% | May 15 |
| Feb 17, 2026 | Appaloosa (David Tepper) | Added | 13F, Q4 2025 | 1,000,000 | $285.4M | 6.2% | Feb 17 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 887,944 | $253.4M | 0.9% | Feb 13 |
| Nov 13, 2025 | Appaloosa (David Tepper) | Trimmed | 13F, Q3 2025 | 325,000 | $54.4M | 1.1% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves