Micron Technology (MU) — What Changed

Material changes in the AI committee's view · 50 events tracked · Detected nightly

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2026-08-24 MINOR
▼ Score Change

MU's Committee score moved from 65.25 to 64.89 (-0.36, 1 day(s) apart).

65.25 → 64.89 (-0.4)

2026-08-22 MINOR
▼ Score Change

MU's Committee score moved from 67.39 to 65.25 (-2.14, 1 day(s) apart).

67.39 → 65.25 (-2.1)

2026-08-21 MAJOR
▲ Agreement Shift

MU's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-21 MINOR
▲ Score Change

MU's Committee score moved from 64.17 to 67.39 (+3.22, 1 day(s) apart).

64.17 → 67.39 (+3.2)

2026-08-21 MATERIAL
— Conviction Change

MU's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-19 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 83.30% to 60.00% (-23.30pp, 1 day(s) apart).

83.30 → 60.00 (-23.3)

2026-08-19 MATERIAL
▼ Score Change

MU's Committee score moved from 66.14 to 59.11 (-7.03, 1 day(s) apart).

66.14 → 59.11 (-7.0)

2026-08-19 MAJOR
— Conviction Change

MU's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-08-18 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 83.30% to 60.00% (-23.30pp, 1 day(s) apart).

83.30 → 60.00 (-23.3)

2026-08-18 MATERIAL
▼ Score Change

MU's Committee score moved from 68.47 to 61.91 (-6.56, 1 day(s) apart).

68.47 → 61.91 (-6.6)

2026-08-18 MAJOR
— Conviction Change

MU's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-08-17 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 83.30% to 60.00% (-23.30pp, 1 day(s) apart).

83.30 → 60.00 (-23.3)

2026-08-17 MATERIAL
▼ Score Change

MU's Committee score moved from 67.75 to 61.05 (-6.70, 1 day(s) apart).

67.75 → 61.05 (-6.7)

2026-08-17 MAJOR
— Conviction Change

MU's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-08-16 MAJOR
▲ Agreement Shift

MU's Committee agreement moved from 50.00% to 83.30% (+33.30pp, 1 day(s) apart).

50.00 → 83.30 (+33.3)

2026-08-16 MINOR
▲ Score Change

MU's Committee score moved from 64.93 to 67.75 (+2.82, 1 day(s) apart).

64.93 → 67.75 (+2.8)

2026-08-16 MAJOR
— Conviction Change

MU's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-08-15 MINOR
▲ Score Change

MU's Committee score moved from 64.21 to 64.93 (+0.72, 1 day(s) apart).

64.21 → 64.93 (+0.7)

2026-08-14 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-14 MINOR
▼ Score Change

MU's Committee score moved from 64.23 to 64.21 (-0.02, 1 day(s) apart).

64.23 → 64.21 (-0.0)

2026-08-14 MATERIAL
— Conviction Change

MU's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-13 MINOR
▲ Score Change

MU's Committee score moved from 63.15 to 64.23 (+1.08, 1 day(s) apart).

63.15 → 64.23 (+1.1)

2026-08-12 MAJOR
▲ Agreement Shift

MU's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-12 MINOR
▼ Score Change

MU's Committee score moved from 64.88 to 63.15 (-1.73, 1 day(s) apart).

64.88 → 63.15 (-1.7)

2026-08-12 MATERIAL
— Conviction Change

MU's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-11 MINOR
▲ Score Change

MU's Committee score moved from 62.54 to 64.88 (+2.34, 1 day(s) apart).

62.54 → 64.88 (+2.3)

2026-08-10 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 83.30% to 50.00% (-33.30pp, 1 day(s) apart).

83.30 → 50.00 (-33.3)

2026-08-10 MINOR
▼ Score Change

MU's Committee score moved from 66.49 to 62.54 (-3.95, 1 day(s) apart).

66.49 → 62.54 (-4.0)

2026-08-10 MAJOR
— Conviction Change

MU's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-08-09 MAJOR
▲ Agreement Shift

MU's Committee agreement moved from 50.00% to 83.30% (+33.30pp, 1 day(s) apart).

50.00 → 83.30 (+33.3)

2026-08-09 MINOR
▲ Score Change

MU's Committee score moved from 63.63 to 66.49 (+2.86, 1 day(s) apart).

63.63 → 66.49 (+2.9)

2026-08-09 MAJOR
— Conviction Change

MU's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-08-08 MINOR
▲ Score Change

MU's Committee score moved from 63.26 to 63.63 (+0.37, 1 day(s) apart).

63.26 → 63.63 (+0.4)

2026-08-07 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-07 MINOR
▲ Score Change

MU's Committee score moved from 62.32 to 63.26 (+0.94, 1 day(s) apart).

62.32 → 63.26 (+0.9)

2026-08-07 MATERIAL
— Conviction Change

MU's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-06 MAJOR
▲ Agreement Shift

MU's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-06 MINOR
▲ Score Change

MU's Committee score moved from 61.23 to 62.32 (+1.09, 1 day(s) apart).

61.23 → 62.32 (+1.1)

2026-08-06 MATERIAL
— Conviction Change

MU's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-05 MAJOR
▼ Agreement Shift

MU's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-05 MINOR
▼ Score Change

MU's Committee score moved from 63.40 to 61.23 (-2.17, 1 day(s) apart).

63.40 → 61.23 (-2.2)

2026-08-05 MATERIAL
— Conviction Change

MU's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-04 MINOR
▲ Score Change

MU's Committee score moved from 62.32 to 63.40 (+1.08, 1 day(s) apart).

62.32 → 63.40 (+1.1)

2026-08-03 MINOR
▼ Score Change

MU's Committee score moved from 62.68 to 62.32 (-0.36, 1 day(s) apart).

62.68 → 62.32 (-0.4)

2026-08-02 MATERIAL
— Conviction Change

MU's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-02 MAJOR
— Model Version Conflict

MU's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MATERIAL
▼ Agreement Shift

MU's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-08-01 MINOR
▲ Score Change

MU's Committee score moved from 57.13 to 60.47 (+3.34, 1 day(s) apart).

57.13 → 60.47 (+3.3)

2026-08-01 MATERIAL
— Conviction Change

MU's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▲ Agreement Shift

MU's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →