| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Micron named among underperformers despite a 'monster quarter,' with the host cautioning that exploding demand and 87% gross margins may not last past 2028. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as 1.82% of the S&P 500 and 5% of the Nasdaq 100 in the index-weight rundown. [audio] | — | — | — |
| 2026-10-01 | WATCH | MEDIUM | Rob Black Show Beginning The Month Of October 2026 |
Micron's results were exceptional on almost every metric (data center revenue up 56% sequentially to $18B, ~$33.2B free cash flow), but the stock slipped as investors question whether 86% gross margins are durable and whether new capacity recreates a classic memory glut. [audio] | — | — | — |
| 2026-09-30 | WATCH | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Micron reports tonight with record expectations ($51B sales, 85% margins, $31.72 EPS); the host is watching whether AI has made the memory business less cyclical. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Micron was cited as an individual stock gainer, rising about 11 dollars. [audio] | — | — | — |
| 2026-09-29 | WATCH | MEDIUM | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Micron's extraordinary projected earnings and revenue growth prompted caution that expectations could already be priced into the stock. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 9-24-26 |
Cited alongside SanDisk as a pick-and-shovel memory play on the AI buildout. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Micron down 3.5% as memory stocks took another hit. [audio] | — | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Micron fell with technology stocks while Citi raised its target and Wells Fargo lowered its target ahead of earnings the following Wednesday. [audio] | +0.0% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
Micron benefited from expectations that memory demand could exceed supply beyond 2030. [audio] | -2.8% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Micron was gaining as constrained memory supply supported higher selling prices and an attractive industry setup. [audio] | -2.8% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Micron was cited among the day's semiconductor movers. [audio] | +15.7% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Micron was cited as slightly higher in semiconductors. [audio] | +18.2% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Markets Fall As Losses Accelerate |
Micron was cited as a semiconductor and AI-memory company with a new high-capacity server module. [audio] | +18.2% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob names Micron among the chip stocks falling sharply as rising yields pressure growth shares. [audio] | +0.0% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob puts Micron on his growth-stock shopping list because AI data centers need enormous amounts of memory, despite the stock's morning pullback. [audio] | +0.0% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob reports that Micron is up about 2.6%, standing out among the morning's technology gainers. [audio] | -9.8% | — | — |
| 2026-09-08 | WATCH | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Rob says you have to watch Micron as memory heads toward 56% of semiconductor CapEx, with DRAM up 6% and EPS expected at $30.89 versus $2.84 a year ago. [audio] | -7.3% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
Named in the networking/memory layer of the AI stack alongside Broadcom, SanDisk and Western Digital. [audio] | -4.1% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Named as one of the world's largest DRAM makers as an AI-driven memory chip shortage sends prices exploding. [audio] | +6.0% | +11.9% | — |
| 2026-08-27 | MENTIONED | LOW | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Rob noted Micron was down about 2.3% and trading lower even as NVIDIA rallied, which he found interesting. [audio] | +2.4% | +15.7% | — |
| 2026-08-25 | HOLD | MEDIUM | Rob Black Show Yields Fall |
Mizuho cut its target on Micron among memory names on worry that future AI chips need less DRAM, though the buy rating stands and Rob says take some off the table rather than panic. [audio] | +0.1% | +15.8% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Down 5.8% as semiconductors had a rough session. [audio] | +5.3% | +17.7% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Down 3.5%, though Rob notes Micron may be a top-four contributor to S&P 500 earnings growth this quarter. [audio] | +5.3% | +17.7% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Listed as a memory supplier required for AI data-center servers. [audio] | -3.5% | +5.1% | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Micron rose $10 to $946 after CEO Sanjay Mehrotra said memory is no longer a commodity but strategic AI infrastructure, and Rob called it an interesting secondary beneficiary of NVIDIA's rack buildout. [audio] | -4.0% | +4.3% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob said SK Hynix's $29 billion buyback is obviously good news for Micron, which is using pricing power to lock customers into long-term chip commitments, with its CEO on CNBC tomorrow. [audio] | +0.1% | +8.4% | — |
| 2026-08-18 | WATCH | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Rob argued Micron's enormous DRAM pricing power may be creating its own competition, encouraging Apple and others to source elsewhere or design around memory. [audio] | -0.8% | +3.9% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Trouble In Tech Land |
Micron was hit hard, down about 6%, and Rob later named it in the broader robotics and space picks-and-shovels ecosystem. [audio] | -0.8% | +3.9% | — |
| 2026-08-17 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-17-26 |
Micron rose 4% alongside SanDisk on memory strength after Commerce Secretary Lutnick said the administration doesn't want Apple using Chinese memory chips. [audio] | -10.0% | -8.4% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Investors Weigh AI Optimism |
Micron was up 6% and back above $1,000, and Rob called memory companies like Micron the most important pieces of the AI infrastructure puzzle, with long-term supply agreements reducing the boom-bust cycle. [audio] | -10.0% | -8.4% | — |
| 2026-08-14 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-14-26 |
Micron benefited from the memory trade as investors increasingly view memory as another beneficiary of the massive AI infrastructure build-out. [audio] | -0.5% | +0.4% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show Afternoon podcast 8-13-26 |
Rob owns Micron and believes it gets a re-rating once Wall Street realizes supply is two to three years from catching demand, not one, with 2027 DRAM and HBM capacity already sold out. [audio] | +2.6% | +2.7% | — |
| 2026-08-13 | WATCH | MEDIUM | Rob Black Show More Encouraging Inflation Data |
Rob noted high bandwidth memory names like Micron face tighter supply in 2028 than 2027, which may force scaled-back HBM configurations on AI accelerators. [audio] | +2.6% | +2.7% | — |
| 2026-08-11 | WATCH | MEDIUM | Rob Black Show Oil Prices Stabilize |
Micron slipped a quarter of a percent, but JPMorgan expects memory prices to stay elevated into 2028 as AI server demand outpaces high-bandwidth memory and DRAM capacity. [audio] | +8.3% | +12.5% | — |
| 2026-08-10 | HOLD | MEDIUM | Rob Black Show Iran Makes Demands |
Micron slipped only slightly and was almost unfazed by the report that Apple is testing Chinese memory chips, because Micron is committed to high-end AI data center memory rather than low-end phones and PCs, though CXMT's push into high-bandwidth memory is a longer-term risk. [audio] | +17.5% | +19.4% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Micron shares jumped after Elon Musk highlighted memory as AI's biggest bottleneck, with supply growing 20% annually against 200% demand growth, turning memory into the oil of the AI industry. [audio] | +2.0% | +13.8% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
Micron rose 8% as memory strength continued, and Rob listed it among the memory leaders he wants exposure to for 2026-2027. [audio] | -2.7% | +7.3% | — |
| 2026-07-30 | BUY | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Named among semiconductor companies whose free cash flow is moving strongly up and to the right. [audio] | +0.8% | +6.7% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Semiconductors Help Drive Gains |
Micron up 15% today; mentioned as a big mover. [audio] | +0.8% | +6.7% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-29-26 |
Micron is mentioned as a company NVIDIA is securing product from. [audio] | +20.9% | +26.2% | — |
| 2026-07-29 | MENTIONED | MEDIUM | Rob Black Show Stocks Stumble As Oil Surges |
Micron fell 7% yesterday but is still up 159% this year; preferred over SK Hynix for its American-style business. [audio] | +20.9% | +26.2% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-28-26 |
Micron is mentioned as being down 8% amid chip sector volatility. [audio] | +8.8% | +14.0% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Dow Rises But Semiconductors Slide |
Micron is named as one of the three global DRAM leaders. [audio] | +8.8% | +14.0% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host notes Micron was down 2% and increasing chip prices. [audio] | +8.8% | +14.0% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Micron down 5%; trade reversed. [audio] | -7.9% | +4.2% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Micron moving higher; listed as a beneficiary of AI/cloud spending. [audio] | -23.0% | +0.8% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Afternoon podcast 7-21-26 |
Micron up 12.17 percent; host says 'I would have bought' and discusses its market force and profitability. [audio] | -15.5% | +0.4% | — |
| 2026-07-21 | MENTIONED | MEDIUM | Rob Black Show Stocks Boosted By Chipmakers |
Micron is discussed as a major contributor to S&P 500 earnings growth alongside NVIDIA. [audio] | -15.5% | +0.4% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Micron up 1.9 percent, memory stocks discussed as outperformers. [audio] | +4.0% | +8.3% | — |
| 2026-07-15 | SELL | HIGH | Rob Black Show Afternoon podcast 7-15-26 |
Micron shares declined 7% due to Chinese IPO competition; warned about cyclical DRAM and oversupply risks. [audio] | +6.1% | +7.5% | — |
| 2026-07-15 | MENTIONED | MEDIUM | Rob Black Show Stocks Rise On Big Tech Gains |
Micron was up 5% yesterday, but down 8% today due to Chinese competition and IPO of CXMT. [audio] | +6.1% | +7.5% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show Afternoon podcast 7-14-26 |
Micron is discussed as powering a chip profit boom with dramatic earnings growth; host bullish on the stock. [audio] | -1.3% | -3.4% | — |
| 2026-07-14 | BUY | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Micron is up 1% to 5% as part of the semiconductor rally. [audio] | -1.3% | -3.4% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Micron mentioned as a semiconductor stock down today and poised to become a cash producing machine. [audio] | -7.6% | -2.7% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Micron is referenced as part of the semiconductor sector weakness. [audio] | -7.6% | -2.7% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Afternoon podcast 7-9-26 |
Micron shares surged on chipmaking investments and positive outlook; company is building more factories in the US and is seen as cheap compared to SK Hynix. [audio] | -14.0% | -11.5% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Micron is up 7-9 percent, accelerating US fab investments, and seen as a peer to SK Hynix in memory chips. [audio] | -14.0% | -11.5% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-8-26 |
Micron down 22% from its peak; considered a bellwether for memory trade. [audio] | -4.7% | -7.5% | — |
| 2026-07-08 | BUY | HIGH | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Highlighted for strong year-to-date and annual performance; recommended as a portfolio addition. [audio] | -4.7% | -7.5% | — |
| 2026-07-08 | BUY | HIGH | Rob Black Show Afternoon podcast 7-7-26 |
Micron discussed for new deals with Ford, major customer agreements, and strong revenue/margin outlook. [audio] | -4.7% | -7.5% | — |
| 2026-07-06 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-6-26 |
Micron is mentioned as one of the companies experiencing insatiable AI-related demand. [audio] | -4.8% | -9.3% | — |
| 2026-07-02 | MENTIONED | MEDIUM | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Micron is down after being praised by Trump and is cited as a top stock amongst high-flying chip names by Mizuho; its high bandwidth memory is sold out through 2027. [audio] | +1.7% | -15.6% | +9.9% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Micron listed among AI chipmakers underperforming due to Meta's news. [audio] | +1.7% | -15.6% | +9.9% |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Micron notched its best ever quarter, with strong performance and positive outlook due to AI infrastructure build-out. [audio] | -8.1% | -20.3% | +3.2% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Micron up 274% year-to-date; looks attractive on valuation; up $12 today. [audio] | -18.7% | -24.2% | -8.7% |
| 2026-06-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-29-26 |
Micron was up at $12 while Sandisk was down $40; trading hand-in-hand recently. [audio] | -14.0% | -35.5% | -5.5% |
| 2026-06-29 | MENTIONED | MEDIUM | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Micron is discussed for Cantor Fitzgerald price target and memory chip competition. [audio] | -14.0% | -35.5% | -5.5% |
| 2026-06-26 | BUY | HIGH | Rob Black Show Big Picture Digging On This Week |
Highlights Micron's strong earnings, supply constraints, and positive outlook for AI-related memory demand. [audio] | -13.8% | -18.7% | -4.6% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Micron up 15 percent; discussed as session's top performer after beat and raise earnings, and impact on memory prices. [audio] | -13.8% | -18.7% | -4.6% |
| 2026-06-25 | BUY | HIGH | Rob Black Show DJIA Notches Record As Market Divides |
Micron is discussed as the center of attention after blowout earnings, with strong guidance and market leadership in memory chips. [audio] | -19.6% | -24.1% | -11.7% |
| 2026-06-24 | BUY | HIGH | Rob Black Show Afternoon podcast 6-24-26 |
Host discusses Micron's strong earnings beat, revenue growth, and mentions acquiring shares and adding to positions. [audio] | -1.5% | -12.2% | +4.6% |
| 2026-06-24 | WATCH | HIGH | Rob Black Show Oil Prices Fall Four Percent |
Micron reports earnings tonight; performance and volatility discussed as a key market indicator. [audio] | -1.5% | -12.2% | +4.6% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Micron was down 11%, but hit an all-time high yesterday and is up over 500% in the last year. [audio] | +9.7% | -5.8% | -0.7% |
| 2026-06-23 | MENTIONED | HIGH | Rob Black Show Global Chip Rout |
Micron is discussed extensively regarding earnings, AI demand, price targets, and its role in the memory chip market. [audio] | +9.7% | -5.8% | -0.7% |
| 2026-06-22 | BUY | HIGH | Rob Black Show Afternoon podcast 6-22-26 |
Host says 'I own shares of Micron' and discusses bullish supply deal with Anthropic and record highs. [audio] | -5.5% | -20.8% | -16.1% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
Micron is cited as an AI beneficiary, sold out for the next three years, and among stocks that have doubled. [audio] | -5.5% | -20.8% | -16.1% |
| 2026-06-19 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-19-26 |
Micron is discussed as a memory chip leader with strong earnings growth and upcoming earnings report; analysts raise price targets. [audio] | -0.1% | -25.1% | -13.8% |
| 2026-06-18 | BUY | MEDIUM | Rob Black Show Thinking About AI Stocks |
Micron mentioned as trading under 10 times earnings and as a potential shopping list candidate; also referenced as an AI play. [audio] | +7.0% | -25.1% | -18.3% |
| 2026-06-15 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-15-26 |
Micron's stock performance, memory chip shortage, and undervaluation discussion. [audio] | +11.3% | -16.9% | -10.3% |
| 2026-06-15 | BUY | HIGH | Rob Black Show Iran Peace Deal Lifting The Markets |
Micron is up 8-9% and RBC Markets calls it a $1,200 stock, up from $525, reiterating an outperform rating. [audio] | +11.3% | -16.9% | -10.3% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Micron was up 11.6 percent, cited for strong earnings and AI relevance. [audio] | +13.9% | -1.6% | +3.2% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Stocks Rebound But Gains Limited |
Micron's price target raised to $1,250 from $550 at Wolf Research on AI-driven memory pricing strength. [audio] | +13.9% | -1.6% | +3.2% |
| 2026-06-10 | BUY | MEDIUM | Rob Black Show Stocks Slide Amidst Surging Inflation |
Micron shares lower due to sector rotation, but host notes liking declines as buying opportunities. [audio] | +17.0% | +9.8% | +12.2% |
| 2026-06-09 | BUY | HIGH | Rob Black Show Chip Stocks Lost Momentum |
Micron is discussed as a buy opportunity after a sell-off, with analyst rating and personal portfolio mention. [audio] | +9.1% | +6.0% | +8.6% |
| 2026-06-08 | BUY | HIGH | Rob Black Show Afternoon podcast 6-8-26 |
Micron up 85 points today, now up 10%; host owns shares and is comfortable with long-term patient investing. [audio] | +14.6% | -0.0% | +7.1% |
| 2026-06-08 | WATCH | HIGH | Rob Black Show Stocks Rebound From Friday Rout |
Wells Fargo raised Micron's price target to $1,220 from $550, citing more upside on memory demand. [audio] | +14.6% | -0.0% | +7.1% |
| 2026-06-05 | MENTIONED | LOW | Rob Black Show Job Growth Surged |
Micron down 6%. [audio] | +13.6% | +12.9% | +10.9% |
| 2026-06-04 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-4-26 |
Micron was down $83, down 7%; host notes a lot of money came out of semiconductors. [audio] | -0.0% | -2.1% | -4.0% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Micron pulled back 7.7%. [audio] | -0.0% | -2.1% | -4.0% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Micron was mentioned with a 1 dollar increase in its stock price. [audio] | -17.4% | -9.6% | -13.5% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Listed by Bank of America as a 'picks and shovels' company benefiting from AI infrastructure spending. [audio] | -12.0% | -8.3% | -9.9% |
| 2026-06-02 | MENTIONED | LOW | Rob Black Show Markets Start The Day With Highs |
Cited as having risen 23% each year on average since 2006 over a 20-year period. [audio] | -12.0% | -8.3% | -9.9% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Oil Jumps |
Host mentions Micron is up $59 to $1,030. [audio] | -8.3% | -0.3% | -9.9% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
The host explicitly recommends buying Micron, citing record highs and raised price targets from analysts. [audio] | -11.0% | +16.6% | -3.7% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host favors Micron for its single-digit P/E ratio and expected strong earnings in the memory sector. [audio] | +7.8% | +22.6% | +1.6% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
DA Davidson raised the price target to $1,500, citing strong earnings and potential buybacks. [audio] | +7.8% | +22.6% | +1.6% |
| 2026-05-27 | BUY | HIGH | Rob Black Show Afternoon podcast 5-27-26 |
Described as having 'exploded on the upside,' indicating strong bullish price action and investor interest. [audio] | +16.3% | +22.0% | +0.5% |
| 2026-05-27 | BUY | HIGH | Rob Black Show Hopes Of Easing Iran Tensions |
Host highlights Micron as a major driver of S&P 500 earnings growth due to strong outlook and being booked for three years on memory modules. [audio] | +16.3% | +22.0% | +0.5% |
| 2026-05-26 | BUY | HIGH | Rob Black Show Hope Over A Potential Deal With Iran |
Host notes Micron is soaring, picked up shares, and cites a UBS price target increase. [audio] | +18.8% | +35.5% | +1.6% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-21-26 |
Host mentions Micron was up 30 bucks and 4% for the day. [audio] | +21.2% | +48.8% | +23.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Micron was up 7.5% today, driven by semiconductor sector momentum. [audio] | +26.8% | +54.9% | +28.5% |
| 2026-05-20 | BUY | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host mentions Micron as a top-tier beneficiary due to its role in high-bandwidth memory. [audio] | +26.8% | +54.9% | +28.5% |
| 2026-05-19 | BUY | HIGH | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Mizuho increased price target to $800; host states it is on his list of stocks he becomes 'very interested' in when it drops 10-20%. [audio] | +28.2% | +62.3% | +44.8% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Host mentions Micron stock was rising due to an imminent Samsung strike, highlighting labor law risks between the US and South Korea. [audio] | +10.2% | +53.1% | +42.6% |
| 2026-05-18 | BUY | HIGH | Rob Black Show Big Week With Nvidia Earnings |
Host explicitly states 'I like Micron' and notes it is the cheapest AI stock by a wide margin with significant upside. [audio] | +10.2% | +53.1% | +42.6% |
| 2026-05-15 | BUY | HIGH | Rob Black Show What Is Lifecording |
Host notes Micron's stock soared to a fresh high due to a virtual cycle of memory unfolding and validates the bullish thesis. [audio] | +3.6% | +35.5% | +31.1% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Micron stock was up 2% today. [audio] | -1.8% | +26.5% | +17.5% |
| 2026-05-13 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 5-13-26 |
Micron stock popped due to potential Samsung strike raising demand for memory chips. [audio] | -8.9% | +22.1% | +8.1% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Micron is mentioned in the context of CEO Sanjay Mahotra. [audio] | -8.9% | +22.1% | +8.1% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Afternoon podcast 5-12-26 |
Host states that when Micron and other memory stocks dipped due to a blog post, he viewed it as a 'buying opportunity' rather than a time to sell. [audio] | -8.8% | +29.9% | +12.3% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Stocks Move After High Inflation Reading |
Described as one of the cheapest stocks in the AI trade and one of the hottest stocks in the world. [audio] | -8.8% | +29.9% | +12.3% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -8.8% | +29.9% | +12.3% |
| 2026-05-11 | BUY | HIGH | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host highlights Micron as a leader in the semiconductor sector, up 9-10%, driven by AI demand and memory shortages; mentions owning QQQ which holds Micron. [audio] | -14.3% | +12.1% | +10.4% |
| 2026-05-08 | BUY | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Host highlights Micron as cheap (trading at 8.6x earnings) with strong demand due to AI and memory shortages, noting it is booked out for years. [audio] | -3.0% | +15.7% | +18.0% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Micron was noted as being up 76%, seen as parabolic. [audio] | +20.0% | +33.6% | +38.2% |
| 2026-05-07 | MENTIONED | HIGH | Rob Black Show Oil Continues Pullback |
Host mentions Micron is up 76% in the context of semiconductor performance. [audio] | +20.0% | +33.6% | +38.2% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Earnings Jump |
Host mentions Micron in the context of high bandwidth memory chips and competition from Cerebra. [audio] | +20.6% | +29.6% | +33.9% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Micron was up 11%. [audio] | +19.7% | +55.6% | +29.6% |
| 2026-05-05 | MENTIONED | HIGH | Rob Black Show Stocks Get Boost From Oil Pullback |
Micron is up 11% on a new product launch. [audio] | +19.7% | +55.6% | +29.6% |
| 2026-05-04 | BUY | HIGH | Rob Black Show Afternoon podcast 5-4-26 |
Host states 'Micron, a name I own' and notes it is up 6.3%. [audio] | +38.0% | +87.3% | +42.8% |
| 2026-04-29 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Continue Their Rally |
Micron and SanDisk are mentioned as moving higher today. [audio] | +28.6% | +87.3% | +58.3% |
| 2026-04-27 | BUY | MEDIUM | Rob Black Show Afternoon podcast 4-27-26 |
Host expressed liking Micron at current levels, especially for its memory products. [audio] | +9.9% | +77.0% | +75.6% |
| 2026-04-27 | BUY | HIGH | Rob Black Show The Performance Of Semiconductor Stocks |
Mellius initiated with a buy on Micron with a two-year target of $700, which is 41% upside. [audio] | +9.9% | +77.0% | +75.6% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
Semiconductor stocks like NVIDIA and Micron are on a remarkable streak. Micron is up 52 percent in April. [audio] | +7.4% | +55.9% | +99.2% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-22-26 |
Micron stock was up 8%. [audio] | +6.4% | +54.1% | +99.2% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Nasdaq Hits New High |
Micron's up 5%, rising to a fresh record high. [audio] | +6.4% | +54.1% | +99.2% |