# Why Micron Stock Dropped 14 Percent in a Week

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-micron-stock-dropped-14-percent-in-a-week
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-micron-stock-dropped-14-percent-in-a-week.md
Podcast: [The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models](https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011)
Published: 2026-07-03T20:34:42+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0089.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0089.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/episodes/why-micron-stock-dropped-14-percent-in-a-week
Duration seconds: 674

## Resource

Micron Technology shares fell 13.8% in the five trading days ending July 3, 2026, making it the worst performer in the PHLX Semiconductor Index. Lucas and Luna dig into what moved — and what didn't. They trace the selloff to a single analyst note questioning HBM4 timelines, contrast Micron's plunge with NVIDIA's resilience, and examine why the memory cycle might be turning even as AI demand grows. Along the way they talk about HBM stack yields, the difference between a cyclical and a secular story, and why the market may be pricing in a slower HBM ramp. Specific numbers, specific dates, no hot takes. #Micron #MU #HBM #MemoryChips #Semiconductors #AIHardware #NVIDIA #SOXX #StockMarket #Technology #FexingoBusiness #BusinessPodcast #TheAIPodcast #ChipStocks #EarningsCycle #AnalystNotes #HBM4 #MarketSelloff Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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