Micron Technology (Nasdaq: MU) surged more than 12% Tuesday to trade near $850, extending what has already been one of the most remarkable runs in the semiconductor sector over the past twelve months. The catalyst was a Wall Street price target revision that set a new high-water mark for analyst expectations on the stock — but the move reflects something larger than a single upgrade. It reflects a growing conviction that artificial intelligence has fundamentally and permanently changed how memory markets work.