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<rss version="2.0"><channel><title>Bank of America resets Micron stock forecast as AI ‘memory tax’ rises — Live Feed</title><link>https://www.live-feeds.com/feed/bank-of-america-resets-micron-stock-forecast-as-ai-memory-tax-rises</link><atom:link xmlns:atom="http://www.w3.org/2005/Atom" href="https://www.live-feeds.com/feed/bank-of-america-resets-micron-stock-forecast-as-ai-memory-tax-rises/rss.xml" rel="self" type="application/rss+xml"/><description>Continuously updated, source-cited coverage.</description>
<item><title>Bank of America Resets Micron Forecast on Rising AI Memory Tax</title><link>https://www.live-feeds.com/feed/bank-of-america-resets-micron-stock-forecast-as-ai-memory-tax-rises</link><guid isPermaLink="false">https://www.live-feeds.com/feed/bank-of-america-resets-micron-stock-forecast-as-ai-memory-tax-rises#u106330</guid><pubDate>Tue, 06 Oct 2026 12:03:03 +0000</pubDate><description>Bank of America has updated its stock targets and financial forecasts for Micron Technology, pointing to the structural impact of an artificial intelligence memory tax that is locking in multi-year demand. The revision comes alongside Micron&amp;#039;s fourth-quarter earnings report, which topped estimates and included a revenue forecast above Wall Street projections. Despite posting a record year and strong fiscal results as memory demand remains hot, Micron shares have experienced volatile trading and tepid investor reactions amid concerns over chip cycles, component margins, and broader industr</description></item>
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