Goldman Sachs & Micron Technology
15 shared events · Importance 6 · Last updated Aug 03, 2026
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Business
Goldman Sachs: Goldman Sachs raised its S&P 500 year-end forecast and increased its earnings-per-share targets for 2026 and 2027, indicating a bullish outlook on the market driven by AI investments and corporate earnings.
Micron Technology: Micron Technology surged 19% and entered the $1 trillion market valuation club, benefiting from the AI frenzy and strong demand for semiconductor stocks.
May 27, 2026 · 6 articles
Business
Goldman Sachs: Goldman Sachs reported the losses and noted the mass exit from AI trades, highlighting its role as a key source of market intelligence.
Micron Technology: Micron Technology's shares, which rose ~200% in 2026, were part of the crowded tech trades that hedge funds exited, leading to volatility.
Apr 20, 2026 · 6 articles
International
Goldman Sachs: Goldman Sachs is set to release quarterly results, with investors watching investment banking and trading revenues.
Micron Technology: Micron sank 4.9%, eroding its year-to-date gains, as the AI-driven rally in memory chips faced profit-taking and valuation worries.
Apr 20, 2026 · 304 articles
Business
Goldman Sachs: Goldman Sachs saw a 5% gain, contributing to the rally in the banking sector as interest rate pressures eased.
Micron Technology: Micron Technology fell 7.7%, giving back some of its gains amid concerns about the high valuations of AI stocks.
Jun 04, 2026 · 7 articles
Business
Goldman Sachs: Goldman Sachs raised its price target on Western Digital — Sandisk to $2,200, reflecting confidence in sustained growth.
Micron Technology: Micron is a key competitor and beneficiary of the memory boom, with revenue tripling and its market cap crossing $1 trillion. Its HBM products are sold out, and it is expanding capacity, though it faces similar cyclical risks.
Apr 20, 2026 · 95 articles
Business
Goldman Sachs: Rose after beating earnings expectations.
Micron Technology: Fell up to 13.3% in a single day; volatile swings; still up over 200% year-to-date.
Apr 20, 2026 · 344 articles
Business
Goldman Sachs: Goldman Sachs forecasts electricity prices will rise 6% in 2026 and 2027 due to AI data center demand.
Micron Technology: Micron reported record gross margins of 86% and secured $22 billion in long-term commitments, benefiting from AI-driven memory demand.
Jun 17, 2026 · 199 articles
Business
Goldman Sachs: Published report on hyperscaler AI capex, estimating $5.3 trillion through 2030.
Micron Technology: Another memory chipmaker benefiting from tight supply and rising prices.
Apr 20, 2026 · 47 articles
International
Goldman Sachs: Goldman Sachs analysts predict margin pressure for Europepean STOXX Europe 600-listed companies starting in the second quarter.
Micron Technology: Micron Technology's stock dropped, tracking losses in tech shares and indicating a cooling of the AI boom's impact on semiconductor companies.
May 05, 2026 · 374 articles
Business
Goldman Sachs: Goldman Sachs acted as a global coordinator for SK Hynix's ADR offering.
Micron Technology: Micron, SK Hynix's U.S. competitor, trades at a higher forward P/E (6.66x vs 5.5x). SK Hynix's U.S. listing may narrow the valuation gap.
Apr 20, 2026 · 247 articles
Domestic
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Micron Technology: Micron dipped 1% and was a drag on the S&P 500.
Aug 19, 2026 · 127 articles
Business
Goldman Sachs: Goldman Sachs projects significant AI revenue for SpaceX by 2030, supporting its high valuation.
Micron Technology: Micron is used as a valuation comparison; not directly impacted.
Jun 18, 2026 · 319 articles
International
Goldman Sachs: Goldman Sachs is mentioned through an analyst's comments on the oil market, indicating that the reopening of the Strait of Hormuz is progressing well.
Micron Technology: Micron Technology's stock dropped, contributing to market decline, but this is linked to the performance of AI technology stocks, not the US-Iran peace deal.
Apr 20, 2026 · 390 articles
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