Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick

Stock Track03-03 17:12

Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.

The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an "interesting debate" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.

Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a "surprisingly good entry point" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.

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Comments

Ancient One
03-03 22:26
Ancient One
Silly reason for a price drop but go ahead. With entire HBM4 sold out for 2026 and it's low Forward P/E below 10, it's a no brainer. There are many China ram manufacturers, no China HBM4 manufacturers
DJingjing
03-03 18:04
DJingjing
Continue buying 😊😊😊
Pepegya
03-03 17:36
Pepegya
So is MU second pick now? It doesn't change the fact that MU is still fundamentally very strong. What an over reaction haha. Doesn't make any sense.

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Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. 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Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. 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Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191188267","content_text":"Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":538667843233296,"gmtCreate":1772532296391,"gmtModify":1772532300400,"author":{"id":"4097298626104070","authorId":"4097298626104070","name":"DJingjing","avatar":"https://community-static.tradeup.com/news/ca17b681282a969538f348323f9438a0","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"4097298626104070","authorIdStr":"4097298626104070"},"htmlText":"Continue buying 😊😊😊","listText":"Continue buying 😊😊😊","text":"Continue buying 😊😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538667843233296","repostId":1191188267,"repostType":2,"repost":{"id":"1191188267","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772529130,"share":"https://ttm.financial/m/news/1191188267?lang=en_US&edition=fundamental","pubTime":"2026-03-03 17:12","market":"sg","language":"en","title":"Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1191188267","media":"Stock Track","summary":"Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.The sharp decline appears to be directly...","content":"<p>Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.</p><p>The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-03 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.</p><p>The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191188267","content_text":"Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":538660529263800,"gmtCreate":1772530607747,"gmtModify":1772530613808,"author":{"id":"3581658468923905","authorId":"3581658468923905","name":"Pepegya","avatar":"https://static.tigerbbs.com/ea012bec6d3f02d5ed224175faf85986","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3581658468923905","authorIdStr":"3581658468923905"},"htmlText":"So is MU second pick now? It doesn't change the fact that MU is still fundamentally very strong.&nbsp; What an over reaction haha. Doesn't make any sense.&nbsp;","listText":"So is MU second pick now? It doesn't change the fact that MU is still fundamentally very strong.&nbsp; What an over reaction haha. Doesn't make any sense.&nbsp;","text":"So is MU second pick now? It doesn't change the fact that MU is still fundamentally very strong. What an over reaction haha. Doesn't make any sense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538660529263800","repostId":1191188267,"repostType":2,"repost":{"id":"1191188267","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772529130,"share":"https://ttm.financial/m/news/1191188267?lang=en_US&edition=fundamental","pubTime":"2026-03-03 17:12","market":"sg","language":"en","title":"Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1191188267","media":"Stock Track","summary":"Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.The sharp decline appears to be directly...","content":"<p>Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.</p><p>The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-03 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.</p><p>The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.</p><p>Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191188267","content_text":"Micron Technology's stock experienced a significant pre-market plunge of 5.01%, reflecting negative sentiment among investors during the early trading session.The sharp decline appears to be directly linked to a Morgan Stanley analyst report that replaced Micron with Nvidia as the firm's top chip pick. Analyst Joseph Moore shifted his preference from memory stocks to processor stocks, highlighting an \"interesting debate\" over whether memory stocks like Micron or Nvidia's stock is the best way to play the artificial-intelligence boom.Moore noted that while memory stocks have seen substantial gains recently, Nvidia now represents a \"surprisingly good entry point\" for investors. The analyst's prior top-pick calls have performed well, with Micron having held the designation since November before being replaced by Nvidia in this latest assessment.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":3,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1191188267","isCrawlerRequest":true}