Micron (MU) starts 2026 like it ended 2025. The DRAM chipmaker is up 8% thanks to strong demand and an upgrade. Bernstein analyst upgraded Micron with a new price target of $330 from $270 a share expecting prices for DRAM to keep rising this year before normalizing in 2027 as data center demand balloons due to AI build out while the supply of the chips remain constrained. Good times for Micron.

Tesla (TSLA) is modestly lower, down 2% as Telsa annual vehicle deliveries fell for a second straight year while fourth quarter results will miss forecasts. In the fourth quarter, Tesla’s total vehicle deliveries totaled 418,227, a 15% drop from the 495,570 vehicles it delivered in the same period last year. For 2025, Tesla delivered 1.64 million vehicles, in line with expectations and an 8% drop compared to 2024. Investors may be more focused on robotaxis as Wedbush analyst Dan Ives named Tesla one of his top AI plays for 2026 thanks to the new “robotics chapter.”

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