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Thursday, December 25, 2025

AMERIKA

'There is no Christmas for separated families': Pastors tend to immigrant families in crisis

LOS ANGELES (RNS) — As Los Angeles pastors lead congregations and preach about the meaning of Christmas, they’re facing the emotional devastation of families struggling to cling to hope.


A Christmas Nativity scene portrayed as a U.S. Immigration and Customs Enforcement detention center sits on display in front of the Oak Lawn United Methodist Church, in Dallas, Dec. 15, 2025. (AP Photo/LM Otero)


Aleja Hertzler-McCain
December 23, 2025
RNS


LOS ANGELES (RNS) — Nine days before Christmas, a group of clergy huddled around a young mother outside the Los Angeles Federal Building, praying for a Christmas miracle that a judge would set bond for her husband at a hearing the following day and release him from immigration detention.

Melanie, 21, who agreed to speak to RNS on the condition that only her first name be used, has been nursing a hope for months that her husband, an immigrant from Nicaragua, would be back home in time to celebrate their infant twins’ first Christmas.

In July, as her husband prepared for an Immigration and Customs Enforcement check-in at the federal building, Melanie was confident he would be spared detention because, she told him, “we’ve been doing things right.” Leaving nothing to chance, she decided the family would go to the check-in together. Surely, she thought, they wouldn’t detain him in front of his wife, a U.S. citizen, and three kids.

But after her husband had filled out forms and answered agents’ questions about his tattoos, he was taken into a separate room. After 15 minutes, “ all of a sudden, I hear him screaming my name,” Melanie recalled.

Running to him, she saw he had been handcuffed. “ I felt like the whole world just fell on top of me,” she said. With her kids watching, the agents “cornered” her, not letting her approach her husband or say goodbye, but she said, “ I could just tell in his face that he was scared.”

Within five minutes, she was escorted out into the hot July sun. Without their father, there weren’t enough hands to carry the twins’ car seats and her toddler daughter.




The Revs. Carlos and Amparo Rincón post a video to social media from the Metropolitan Detention Center in Los Angeles. (Video screen grab)

It was there, stranded on the sidewalk, that Melanie met the Revs. Amparo and Carlos Rincón, married Pentecostal pastors who belong to a network of Los Angeles faith leaders who are supporting families broken apart by the Trump administration’s mass deportation policies.

“She looked younger than my daughter,” said Carlos. His wife approached the crying mother, whose eldest was inconsolable after what she had witnessed. The Rincóns have since helped Melanie with diapers, baby formula and groceries, in addition to praying for her and offering to pay her 25-year-old husband’s bond through Clergy and Laity United for Economic Justice, colloquially known as CLUE.

Amparo and other women lead an interfaith group with CLUE that meets every Tuesday to march in prayer around the federal building, a center for Immigration and Customs Enforcement. The group calls itself the Godmothers of the Disappeared.

Melanie’s family is just one of many the pastors have found on their weekly visits. Carlos Rincón said his church, which he asked not be named out of fear of retaliation, is supporting about 25 families. One woman, a wife separated from her detained husband, texted RNS in Spanish: “There is no Christmas for separated families.”

Carlos and another group of pastors with his organization Matthew 25, alongside CLUE, plan to break away from their other pastoral responsibilities on Christmas Eve to hold a vigil outside the downtown ICE center, preaching one of his central messages that “ God himself experienced what immigrants experience.”



Detainees at U.S. Immigration and Customs Enforcement’s Eloy Detention Facility in Eloy, AZ. (Photo by Charles Reed/U.S. Immigration and Customs Enforcement, File)

Even so, he acknowledges, “it is hard.” He said, “ there are too many needs and too many people in so many difficult situations.”

As Advent came and the Rincóns preached about the meaning of Christmas, they faced the emotional devastation of families struggling to cling to hope. It wasn’t until Dec. 1, when Olga, a worship team leader, learned her husband had been detained, that the detentions affected the church directly.

Since then, Olga wakes up too depressed to sing. She’s having trouble eating and sleeping. Despite that, she said in Spanish, “I try to go (to church) because I know God is the one who gives me the strength to continue. He is the one who is with me every day.”

But still, Olga said, “because of what we’re living through, I don’t have a head to think. It doesn’t feel like it’s Christmastime.”



The Revs. Melvin and Ada Valiente. (Courtesy photo)

The Rev. Ada Valiente, who supports at least 30 separated families with her husband, Melvin, through their We Care ministry, said that several mothers are suffering a mental health crisis. Struggling to make practical plans to address their immediate needs and unable to plan for their future, they have little time to think about celebrating Christmas.

The Valientes, who lead two American Baptist Churches USA congregations in Los Angeles County, hear about families in need of support from other pastors, other immigrants in the detention centers or sometimes the families themselves.

While the couple will offer advice and recommend reliable immigration attorneys to anyone who reaches out, they prioritize the people with the highest needs — detainees with no family, or whose family cannot visit them because they lack legal status themselves or lack resources. Holistic support provided may include prayer, financial assistance or visits to detained and separated family members.

Melanie and an immigrant mother under the Valientes’ care who requested anonymity because she lacks legal status both said they had been charged thousands of dollars by immigration attorneys who made no effort to help the detained men.

In the months since Melanie’s husband was detained, she has managed to finish his active construction contracts. She had to give up their first apartment and move back in with her mother, who helps with the kids. Melanie also followed the legal details of her husband’s case until she found a new attorney, who was willing to sleep in the detention center’s lobby in order to see her husband.

Melanie met her husband in 2022, when her Nicaraguan mother threw a birthday party for the newly arrived fellow Nicaraguan, who had crossed into the United States legally via the U.S. Customs and Border Protection’s CBP One app. He was granted parole while seeking political asylum.

She said her husband is requesting asylum based on his claim that he was wrongly incarcerated in Nicaragua for two years before being pardoned. “He was just at the wrong place at the wrong time,” she said. He’d already applied to be a permanent U.S. resident before he was detained in LA.

‘We are the life of the church right now’: Bishop Chau talks Latino Catholics, inclusion

Several of the other women receiving help from the Rincóns and Valientes also fled the human rights crisis of Nicaragua, where co-Presidents Daniel Ortega and his wife, Rosario Murillo, have decimated civil society, including religious institutions, and instituted authoritarian rule. One woman told RNS her detained husband had been arrested, beaten and threatened with worse after participating in a march. They fled Nicaragua, leaving their children behind with relatives. When her husband was detained in the U.S., he was still in need of medical care for injuries from his beating.

Another woman told RNS that she and her now-detained partner refused to join the Ortegas’ socialist Sandinista Party because of their Christian faith, despite threats of physical harm to them and their son. Unless they joined, they were told, they would not be protected by the police. Twice, her husband was detained without cause in Nicaragua, she said.

Both women asked for anonymity because they fear deportation.

Ada Valiente, whose brother was a political prisoner of Nicaragua’s conservative Somoza dictatorship, fled with her family to the U.S. when she was a child, arriving without legal documentation but later becoming a citizen. A bivocational social worker before she retired to work full time in ministry, she has long assisted migrants from Nicaragua and political asylum-seekers.

Valiente’s faith calls her “ to help the most vulnerable and those that don’t have a voice,” she said. Every other Thursday, her women’s group members go to the detention center, where they sometimes are a detained immigrant’s first visitors in six months. “We all cry with them,” she said.

While many detained immigrants find strength in each other or in Bible study, many of those she visits are on psychotropic medications because of depression, anxiety or an inability to sleep, said Valiente. They’ll have limited access to Christmas services because there is only one chaplain for three detention centers, and while pastors like the Valientes can visit, they cannot hold services.

In the weeks before Christmas, even as the Valientes’ congregations prepare for the holiday, Ada Valiente is trying to talk one detained and demoralized man out of signing his deportation papers, while meeting with his wife to make a plan. For a mother who has received an eviction notice since her husband has been detained, Valiente is trying to secure rental assistance. (The woman, Valiente said, may receive a deportation order herself any minute.)

Telling her congregation about the work a few weeks ago, Valiente couldn’t hold back tears. “As normal as it is, you get a little bit with the blues at Christmas,” she said.

Olga said her 10-year-old son, Kevin, a U.S. citizen, told her, “I don’t want to spend Christmas or New Year’s without my dad,” and she has had to tell him, “It’s not in my hands.” Kevin also worries about his mom. When she was late coming home one night, he was sobbing, thinking she too had been detained, Olga said.

One Nicaraguan woman who asked to remain anonymous said she struggles to afford the per-minute charges to talk with her husband on a detention phone. They limit themselves to brief exchanges a couple of times a day, when he asks whether she’s taken her medication or whether she’s eaten her lunch.

When she spoke with RNS in October, she was sleeping in their twin bed holding his pajamas and spending her days beside the giant teddy bear he bought her. In the months since then, she’s had to leave the apartment, sell many of their things and find a job.

On the night Melanie’s husband was detained, one of the twins spent the night with a fever because, she said, he had spent too much time on the sidewalk in the sun when his mother was stranded. She and another mother requesting anonymity said their small children had lost weight since their fathers were detained.

Melanie’s toddler also struggled to sleep, she said: “ The day they detained him, all they gave me was a little plastic bag with his necklace and his watch, so she would just carry it around the house and be like, ‘Papa, Papa.’”


Melanie’s tattoo reading “With pain comes strength.” (RNS photo/Aleja Hertzler-McCain)


Latino pastors look to refit preaching and pastoral care to trauma of mass deportations

All four women told RNS they lean on their faith, trusting in God to give them strength.

The Nicaraguan mother who fled with her kids said in Spanish that she told her son: “My love, if you want to be with your dad, we have to kneel down every day, because only God can help us. God can touch the heart of the president so that he stops doing these things.”

She added: “We pray for the president, we pray for the immigration officials to understand that what they’re doing is not right because they’re hurting our family.”

Just a week before Christmas Eve, or “Nochebuena” for Latino Christians, Olga’s Guatemalan husband folded to the pressure to sign his own deportation papers, despite Carlos Rincón’s warnings.

“He was putting on a lot of stress and he was threatened, saying that if you don’t sign, we will deport you anyway, and we’re gonna make it harder for you, or if you don’t sign, you will stay for years here, detained,” said the pastor.

And the same day, Melanie’s husband’s bond was denied, with no hearing in sight until April.

“That’s my job, I guess — right now, trying to be with people that are receiving very bad news,” Rincón said.

Churches deliver Christmas to immigrants detained, deported and in hiding

(RNS) — Clergy, churches and other religious organizations wrestle with how to mark one of the most important Christian holidays while also serving an immigrant population in crisis.


Bishop Brendan Cahill, bishop of the Diocese of Victoria in Texas, preaches to migrants during an Advent service at the Del Camino Jesuit Border Ministries Casa del Migrante, Nov. 30, 2025, in Brownsville, Texas. (Photo courtesy of the Rev. Brian Strassburger)

Jack Jenkins and Aleja Hertzler-McCain
December 24, 2025
RNS


(RNS) — Earlier this month, the Rev. Pilar Pérez, a United Methodist minister in the denomination’s Western North Carolina Conference, called up a parishioner who hadn’t been to worship in a while. The pastor encouraged the congregant to attend Christmas services, even offering to give her a ride.

“I was begging her: ‘I’ll go and pick you up,’” Pérez said.

The parishioner could not be convinced. She told Pérez that come Christmas, her family planned to mark the Christian holiday the safest way they know how: by watching the service on Facebook Live.

Pérez understood. Like many immigrant families, the family members have barely left their home in recent weeks out of fear of encountering federal immigration agents. It’s a fear they believe is well founded, as immigration officers have detained and deported thousands across the country, including at least one person in North Carolina who was just outside a church.



The Rev. Pilar Pérez. (Photo courtesy of WNCCUMC)

“That’s where they are,” said Pérez, who has spent recent months delivering groceries and other necessities to such families.

Faith leaders are facing similar situations across the country this Christmas season, as clergy, churches and other religious organizations wrestle with how to mark one of the most important Christian holidays while also serving an immigrant population in crisis.

The Rev. Melvin Valiente, who pastors two Los Angeles County Baptist churches with his wife, Ada, said he is preaching a specific message to his congregations this holiday season: “Jesus knows what it is to be an immigrant, knows what it is to be persecuted.”

He also uses a system that sends out personalized texts with Bible verses, hoping Christmas messages of peace can connect with members who are too afraid to come to church.

Their church members will also be preparing bags of food for families outside their congregation who have a detained loved one or are too afraid to go out, both to fortify them with regular groceries and help them celebrate a special dinner for “Nochebuena,” or Christmas Eve. One church member plans to host lonely immigrants at her own Nochebuena dinner.

RELATED: ‘There is no Christmas for separated families’: Pastors tend to immigrant families in crisis

Back in North Carolina, attendance at Pérez’s majority-immigrant church has dropped as much as 40% since November, she said, when a surge of immigration agents deployed to her state for a week. In her congregation, 11 families essentially haven’t left their homes since.

The pastor compared the situation to the height of the COVID-19 pandemic, when churches avoided meeting in person and moved worship services online.

“Isolation is hurtful — it’s hurtful spiritually, emotionally and physically,” Pérez said.

In response, Pérez’s church has partnered with another nearby Methodist congregation to offer an additional layer of protection for churchgoers. Over the past few weeks, the pastor of a nearby partner congregation has come to the church and sat near the door during worship — and plans to do so during Christmas services as well. The idea, Pérez says, is for the partner pastor to be the first person immigration enforcement officers encounter should they ever approach the church.


People protest against federal immigration enforcement, Nov. 15, 2025, in Charlotte, N.C. (AP Photo/Erik Verduzco)

Pérez and others have also delivered weekly food boxes to congregants who are still staying home, an effort bolstered by an influx of donations: A local Christmas giving ministry shifted its efforts to the nearby immigrant population, with 80% of donations heading to Hispanic families.

The Rev. Luke Edwards oversees a separate fund set up by the Western North Carolina Conference after the Charlotte raids for the needs of immigrant congregations, such as legal costs and rent.

But even with the influx of resources, Edwards said, communities are struggling. He noted that many of the Hispanic churches he works with traditionally celebrate Las Posadas, reenactments of the Christmas story, in December.

But this year, “They’re either canceling those, scaling them back, rescheduling them or moving things onto Zoom,” he said. The federal government’s mass deportation effort, Edwards said, “is impacting our churches’ ability to worship.”

In Boston, Bishop Nicolas Homicil said his largely Haitian flagship church, Voice of the Gospel Tabernacle Church, still plans to have in-person worship on Christmas, but it’s expecting lighter attendance than the up-to-300 it typically draws.

The Trump administration is slated to revoke Temporary Protected Status for Haitians on Feb. 3.

“We don’t want to fool ourselves to say, ‘Yes, we expect the church to be full,’ because there are people who are still afraid to come out,” Homicil said. “People are even afraid to come to (the) food pantry.”

He added of other Boston churches: “Every church is suffering this crisis.”

Other clergy are seeking to bring the holidays to immigrants who have already been separated from their communities. The Rev. Brian Strassburger, a Jesuit priest who works along the U.S.-Mexico border as director of Del Camino Jesuit Border Ministries, said he plans to host a Posada event outside the airport in Harlingen, Texas.

“During that span of time, we anticipate that there will be one, two or even three flights coming in and out with detained migrants,” Strassburger said. He hopes the sight of Mary and Joseph seeking shelter will offer a “public witness there in that space” and be “a sign of hope.”

The priest said his group of three Jesuits is supporting migrants who are fighting “hopelessness and despair” during Christmas. They were unable to get permission to celebrate a Christmas Mass at Port Isabel Detention Center, but they were able to celebrate several Advent Masses there, as well as host more-typical Posadas with skits and piñatas for the children in two Reynosa, Mexico, migrant shelters.


The Rev. Brian Strassburger. (Courtesy photo)

They are also planning to celebrate 10 baptisms and two first Communions on Christmas Eve in a migrant shelter in Matamoros, Mexico. The immigrants living in those shelters are in many ways stuck, lacking the means to go elsewhere in Mexico or back home and no longer able to seek U.S. asylum after President Donald Trump suspended that program in January.

Strassburger described a recent experience of holding a 2-day-old baby in the shelter and being struck by the parallels in the Christmas story.

“Standing in a forgotten, underresourced migrant shelter along the U.S.-Mexico border on the wrong side of a political boundary is much like this stable in Bethlehem because there’s no room at the inn and that’s where Christ enters into the world,” he said.

With the arrival of Christmas — a gift-giving season — religious leaders have been trying to offer what support they can.

In Washington, D.C.’s Maryland suburbs, the English-speaking community at St. Camillus Catholic Church joined Latinos for their Las Posadas celebrations this month to show “we see us as one family” and make Latinos feel less afraid to participate, said Kathy, a coordinator of the parish’s migrant response team who asked to be identified by her first name to avoid harassment.

Since the fall, their parish has averaged more than one new family a week experiencing a detention, she said.

“To be honest, I wish that we had time and energy for some special Christmas gift programs, but the truth is we are running as fast as we can and using all of the resources we have just to kind of keep up with the day-to-day emergency needs,” Kathy said, including prayer, emergency counseling and food deliveries. They also try to have a supportive presence outside immigration court.

Federico, a Catholic leader in Chicago who asked to use his middle name because he lacks legal immigration status, said his parish is facing the same deluge. He is pleading for more wealthy congregations to step in because of the sheer scale of the needs.

In North Carolina, a Charlotte-area initiative called Operación Esperanza has emerged as a partnership between Transforming Nations Ford, a community development nonprofit, and Iglesia Tabernaculo de Gracia, a Hispanic Pentecostal church

The project has been distributing food and other items to impacted immigrant families, but according to Rosa Ramirez, who helps lead the effort, volunteers recently began asking families what their children would want for Christmas. The effort has been difficult — partly, she said, because asking for something “is, culturally, not comfortable for a lot of our families.”

But beyond that, “for a lot of our families, it’s not even about trying to figure out the holidays,” Ramirez said. “That’s just the last thing on their mind right now.”

Yet she said the holiday effort is an important part of their work — especially for families who may be celebrating Christmas alone or, in some cases, without family members who have been detained by Immigration and Customs Enforcement.

“It’s super important that they have choice — that our children get to consider what they would want on their Christmas list, even if that’s not something that they’ve done before or that they thought they were going to be able to do this year,” Ramirez said.

And besides, Ramirez said, the shared faith of those involved in the effort — which includes an array of local churches — points them toward an unambiguous conclusion.

“As Christians, we’re called to love our neighbor and to treat the immigrant and the foreigner as our own,” she said. “I think I’ve really seen that lived out in a way that is really beautiful to see, even though it’s such a horrifying time.”


Yoga, meditation classes taught in Spanish offer healing to stressed communities

(RNS) — ‘Our community is definitely experiencing heightened levels of stress, insecurity, uncertainty, anxiety and fear,’ said Xiomara Arauz, a Denver-based yoga and meditation teacher. ‘If the class is in Spanish and everybody speaks Spanish, people feel more safe being in that environment, feeling like they’re understood or they're accepted here.’



People participate in a class at Yogiando NYC in Manhattan’s Washington Heights neighborhood in New York. (Photo courtesy of Rosana Rodriguez)

Richa Karmarkar
December 23, 2025
RNS


(RNS) — At the New York City yoga studios she frequented in the 2010s, Rosana Rodriguez sometimes found herself the only Latina in the room. “I felt really intimidated,” said the 58-year-old native New Yorker. Predominantly white studios and expensive monthly fees gave her and others in her community the impression that wellness spaces “weren’t for them.”

But the practice of yoga itself, Rodriguez said, saved her life. It was a consistent stress-reduction technique after an abusive relationship and losing her job.

During yoga nidra — or guided meditation in the Savasana posture, often at the end of class — Rodriguez caught herself translating what her teacher said into Spanish, sparking a “revelation.” “I wanted to bring this level of healing to my community,” she said.

Rodriguez soon founded Yogiando NYC, the first Spanish-English bilingual studio in the Washington Heights neighborhood of Manhattan, which has a majority Hispanic population. Offering weekly $10 yin yoga classes at Yogiando, which is a made-up word to mean “doing yoga,” since 2017, Rodriguez said the space became a hub of solace where Spanish-speakers could share their anxieties about anything from immigration to family to their jobs with one another.


“One of the things that I have prided myself in creating for this community is a safe space,” she said. “The closing meditation is that I’m saying to them, ‘You are held and protected.’ I’m teaching them how to be aware, how to listen to their body, how to breathe. Many of these women have told me, ‘I do these breathing exercises every day, and they’ve helped me.’ They’ve told me how yoga has changed their life.”

As Yogiando NYC has done, increasing language accessibility in spiritual wellness spaces across the country has opened up meditation and yoga to more diverse American populations. For Spanish-speaking practitioners like Rodriguez, offering these kinds of classes is crucial to the spiritual-wellness movement in being able to respond to growing mental health concerns as anti-immigrant sentiments and federal actions surge in a country where Spanish is the second-most-spoken language.
RELATED: In new book, yoga teacher Harpinder Kaur Mann seeks to reclaim the practice’s spiritual roots

Xiomara Arauz, originally from Panama, teaches meditation and yoga in Spanish in Denver through the Art of Living, a global humanitarian organization founded by Indian guru Sri Sri Ravi Shankar. Arauz and a handful of other instructors across the country have also taught online and in-person Spanish instruction of the Sudarshan Kriya, or SKY breathing technique, to hundreds since the COVID-19 pandemic.

“Our community is definitely experiencing heightened levels of stress, insecurity, uncertainty, anxiety and fear,” Arauz told RNS. “If the class is in Spanish and everybody speaks Spanish, people feel more safe being in that environment, feeling like they’re understood or they’re accepted here. They feel a lot better when they leave through the doors of the yoga studio than when they came in.”

Particularly in meditative practices, Arauz said, it is “a different kind of comfort” to practice in one’s native tongue, as the work “is more internal, more subtle.” And her “warm and friendly” personality is able to “come alive” as an instructor in Spanish.

“There is a nuance that I think makes a difference when you are going into these deeper states of relaxation and your conscious mind is not trying to translate,” she said. “There is no resistance in the mind to be doing something else other than absorbing it. They’re able to relax a lot more, be more there, be more present.”



Rosana Rodriguez, left, and Marisol Alvarez. 
(Photo courtesy of Rosana Rodriguez)

Diana Winston, a mindfulness teacher and director of UCLA Mindful — an education and research center that provides science-backed mindfulness instruction to schools, hospitals and corporate offices — said the center’s Mindful App offers instruction in 19 languages, including a separate Spanish-only feature for California’s large non-English-speaking population. She said the organization is committed to “radical accessibility” to remove language, economic and religious barriers from mindfulness practices.

“It’s a very scary time for a lot of people in this country,” she said. “I’m very worried about the most vulnerable populations, for people who are in some ways being targeted. And I feel like anything that can help support their mental health and well-being, since that’s what mindfulness really does, that would be a fantastic thing to be able to offer.

“And my secret wish,” she added, “the people who could really use mindfulness, who are making these horrible decisions, might transform themselves, too. What if somebody moved from a place of being stuck in seeing people as other, and hatred and violence, and began to meditate and had more compassion in their heart? That would be incredible.”

Still, barriers exist to getting Spanish speakers to the studios, sometimes based on an idea that yoga and meditation conflict with their Christian faith, practitioners said. Though the last few decades have seen a seismic growth of these Indian practices in secular contexts, often far removed from their Hindu and Buddhist religious roots, some still feel reluctant, said Rodriguez, who refrains from using Sanskrit terms, or the meditative sound “Om,” in her classes.

Marisol Alvarez, a 60-year-old student at Yogiando from Santo Domingo, Dominican Republic, said she has been told that she shouldn’t be doing yoga, despite the physical, mental and even spiritual benefits she found in the practice.

“They said, ‘The priests don’t want you to practice, it’s not of God,'” she told RNS in Spanish. “But I’m healing. God wants me to heal. It’s very big how [yoga] has helped me with my faith, connecting with the universe, with the divine higher power.”

Alvarez has brought her daughter, her mother and people she meets on the street into yoga classes. And the studio’s community of women — who have now traveled and shared their dreams with each other — is “filled with so much love,” she said.


“There are times that I’ve arrived at the class feeling like I couldn’t breathe,” she said. “But I breathed.”

Wednesday, December 10, 2025

Charter Schools Continue to Neglect Special Needs Students


One of the most common and persistent criticisms made about charter schools over the last 30+ years is that they frequently shortchange special needs students. Every year numerous articles appear on this troubling topic and highlight the refusal of the charter school sector to overcome this nagging problem and put it behind them once and for all—even after multiple warnings from various authorities.

It is worth noting that special needs students are typically under-enrolled in non-profit and for-profit charter schools, mainly because they are deemed to be too high-needs and too expensive to enroll. Profit margins matter in both types of charter schools, which is why selective enrollment persists in the charter school sector.

A shocking recent example of a charter school grossly neglecting special needs students comes from Chicago, specifically the Instituto Health Sciences Career Academy in Little Village on the Southwest Side of Chicago. The Chicago Sun-Times states that, “Some [special needs] students [at the charter school] went three years without receiving mandated services, and others went their entire high school careers without a needed aide, a state investigation found.” Another news source reports, “State education officials are turning up the heat on Instituto Health Sciences Career Academy in Little Village, saying the charter high school repeatedly failed to fix special education violations and left more than 100 students without services they were legally owed.”

It bears repeating that such problems plague many charter schools across the country, not just one charter school here or there. It should also be recalled that all charter schools in the U.S. are deregulated and privately-operated, that is, they are run by unelected individuals and do not follow most of the laws, statutes, regulations, rules, and polices followed by traditional public schools. Charter schools also tend to have higher teacher turnover rates than traditional public schools, which undermines learning, continuity, stability, and collegiality. These and other conditions exacerbate problems in charter schools.

As a result of years of “repeated and unresolved” violations Instituto Health Sciences Career Academy will now be subject to intense oversight by Chicago Public Schools (CPS). Getting into more nitty gritty details, we learn that according to a letter sent by the state to Chicago Public Schools, “The state estimated that 100 of the roughly 500 students at Instituto last year missed between 12,000 and 80,000 minutes of instruction and services. The school also repeatedly failed to offer make-up services, even after the state compelled them…” Many violations remain unfixed.

Equally troubling, “CPS officials determined that nearly all 16 charter schools approved in the spring needed to improve their services for students with disabilities.” But there is more: CPS also informed the Instituto Health Sciences Career Academy last April that their English Learner programs also “needs improvement.”

As noted above, the teacher turnover rate is very high in charter schools and often happens in a more volatile manner than it does in traditional public schools. This was the case at the Instituto Health Sciences Career Academy from the very beginning. The main reason for such high teacher turnover rates in charter schools is typically broad dissatisfaction with many aspects of working conditions (e.g., no voice in important affairs, long hours, inadequate pay, and poor treatment by school administrators). It is thus no surprise that about 90% of charter schools in the U.S. are not unionized. Charter school teachers are treated instead as at-will employees, just like in many corporations—hired and fired at the whim of administrators with little, if any, due process.

Sadly with such problems like these at charter schools (school violations of required services and high teacher turnover rates) there is little recourse for parents. They either tolerate such problems that have a negative impact on students’ development for years, embark on extensive paperwork in a frustrating bureaucratic labyrinth and hope for a resolution in a timely manner, or return to their host traditional public school district where conditions are usually better.

None of these nagging harmful problems would exist if traditional public schools were fully funded and deregulated privately-operated charter schools had to secure their own funding instead of siphoning public money (billions of dollars a year) from constantly-demonized traditional public schools.

Today it can be seen that more charter schools equals more problems. The constant increase in greed in a continually failing economy will only incentive neoliberals and privatizers to strive to open more charter schools, no matter how many problems and failures these unaccountable contract schools produce. Neoliberal forces will always claim that what they are doing “is for the kids” but such disinformation is designed to fool the gullible and those who analyze nothing.

There is a never-ending need for the public to become conscious of endless problems in the charter school sector and to find ways to speak up on an individual and collective basis against all forms of privatization, not just school privatization. Combining action with analysis is critical. Starving traditional public schools of funds, setting them up for failure, and then trying to pressure or convince parents that charter schools will save the day has failed time and again. There is a reason why thousands of charter schools have failed, closed, and abandoned millions of parents over the past 33 years (see herehere, and here).

Shawgi Tell (PhD) is author of the book Charter School Report Card. He can be reached at stell5@naz.eduRead other articles by Shawgi.

Sunday, November 30, 2025





India's Adani seeks up to $5 billion investment in Google data center to join AI boom



The logo of the Adani Group is seen on the facade of its Corporate House on the outskirts of Ahmedabad · Reuters

Reuters
Fri, November 28, 2025 


How much will Adani Group invest in the Google project?

What is the scale of Google's AI data centre investment in India?

Why is there such high demand for AI data centres?

What does this mean for India's AI infrastructure development?

(Reuters) -India's Adani Group plans to invest up to $5 billion in Alphabet-owned ​Google's India AI data centre project, an executive ‌said on Friday, as it seeks to cash in on booming demand ‌for data capacity in the world's most populous nation.

In October, Google said it would invest $15 billion over five years to set up an artificial intelligence data centre in the southern state ⁠of Andhra Pradesh, its ‌biggest investment in India.

AI requires enormous computing power, pushing demand for specialised data centres that enable ‍thousands of chips to be linked in clusters.

Adani Group CFO Jugeshinder Singh said the Google project could mean an investment of up to $5 billion ​for Adani Connex - a joint venture between Adani ‌Enterprises and private data centre operator EdgeConneX.

"It's not just Google, there are a lot of parties that would like to work with us, especially when the data centre capacity goes to gigawatt and higher," Singh told reporters on ⁠Friday.

Google has committed to spending about $85 ​billion this year to expand data ​centre capacity as tech companies invest heavily in infrastructure to meet the booming demand for AI services.

Indian billionaires ‍Gautam Adani and ⁠Mukesh Ambani have also unveiled investments in building data centre capacity.

The data centre campus in the port city of Visakhapatnam ⁠will have an initial power capacity of 1 gigawatt.

($1 = 89.3660 ‌Indian rupees)

(Reporting by Harshita Meenaktshi and Dhwani ‌Pandya; Editing by Kevin Liffey)


Reliance Industries, JV partners to invest $11 billion in India AI data capacity

A guard walks past the Reliance Industries logo near the entrance of Dhirubhai Ambani Knowledge City in Navi Mumbai · Reuters

Reuters
Wed, November 26, 2025 

(Reuters) -A Reliance Industries joint venture will invest $11 billion over five years to ​develop 1 gigawatt of AI data capacity in the ‌southern Indian state of Andhra Pradesh, the companies and the state's ‌government said on Wednesday.

Canadian multinational company Brookfield Corporation and U.S.-based real estate investment trust Digital Realty are the other partners involved in the joint venture, called Digital Connexion. ⁠ ‌


The project aims to establish an AI-native data centre campus across 400 acres of ‍land in Andhra Pradesh's Visakhapatnam city.

In October, Google disclosed it will build AI data centre capacity in Visakhapatnam over five years, ​set to be the tech major's largest-ever ‌AI hub outside of the U.S.

The recent boom in AI, which requires vast amounts of computing data, has fuelled a corporate rush to pour money into the technology globally and has led to an unprecedented growth in data centres ⁠across the world.

India's data centre ​capacity is expected to more than triple ​to 4.5 gigawatt by 2030 from current levels, according to real estate consultant Colliers.

Last week,‍ Indian IT ⁠firm TCS also unveiled a partnership with private equity firm TPG to invest $2 billion in equity to form ⁠a joint venture aimed at developing AI data centres.

(Reporting by Abhirami ‌G and Hritam Mukherjee in Bengaluru; Editing by ‌Mrigank Dhaniwala and Janane Venkatraman)



Reliance plans $11bn AI data centre in Visakhapatnam, India

Reliance Industries · Verdict

RanjithKumar Dharma
Fri, November 28, 2025 


Reliance Industries, in partnership with Brookfield Asset Management and Digital Realty Trust, has announced plans to invest $11bn by 2030 to develop an AI-focused data centre campus in Visakhapatnam, Andhra Pradesh, India.

Digital Connexion, the JV formed by the three companies, confirmed the signing of a memorandum of understanding (MoU) with the Andhra Pradesh Economic Development Board for this project, reported Bloomberg.


The campus will cover 400 acres (1.6187km²) and is expected to have a capacity of one gigawatt (1GW).

Other technology companies have recently announced similar investments in India.

In October 2025, Google stated its intention to spend approximately $15bn over five years on an AI infrastructure hub, also in Visakhapatnam.

Meanwhile, Amazon has outlined plans to invest $12.7bn towards cloud infrastructure in India by the end of this decade, while OpenAI is exploring the development of a 1GW data centre in the South Asian country.

Also in October 2025, Reliance Industries, through Reliance Intelligence, and Google have announced a strategic partnership to promote the adoption of AI across India.

The collaboration will combine Reliance Industries’ scale and ecosystem with Google’s AI technology to increase AI accessibility and support the development of India’s digital infrastructure.

Reliance Industries is partnering with Google Cloud to provide broader access to the latter’s AI hardware accelerators, including Tensor Processing Units (TPUs), as part of its plan to develop large-scale, clean energy-powered computing infrastructure.

The collaboration also designates Reliance Intelligence as a strategic partner to support the adoption of Gemini Enterprise by Indian organisations.

In a separate announcement, Tata Consultancy Services reported it will work with private equity firm TPG to establish a JV named HyperVault AI Data Centre, with a combined equity investment of Rs180bn ($2.03bn).

The capital will be committed in stages over several years, and the companies are seeking to raise an additional $4.5bn to $5bn through debt financing.


TCS did not provide further information regarding the number or locations of the new data centres.

"Reliance plans $11bn AI data centre in Visakhapatnam, India" was originally created and published by Verdict, a GlobalData owned brand.

The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.


Reliance to set up 1 gigawatt AI data centre in India's Andhra Pradesh

Illustration shows Reliance logo · Reuters
Reuters
November 14, 2025 

BENGALURU (Reuters) -Reliance Industries plans to set up a 1-gigawatt AI data center in ​India's Andhra Pradesh, the state's chief minister ‌said on Friday, adding to infrastructure capacity in India where the likes ‌of Google and Microsoft have made huge AI investments.

Chief Minister Chandrababu Naidu did not disclose financial details of the investment. Reliance did not immediately respond to a request for comment.

Globally, companies are ⁠investing heavily to build ‌new infrastructure to meet booming demand for AI services.

India is a critical growth market where nearly ‍a billion users access the internet. Google last month committed to a $15 billion investment over five years to create an AI data center ​in Andhra Pradesh, its biggest ever investment in India. ‌Microsoft and Amazon have also poured billions into building data centers in India.

Reliance's planned data center will operate as a twin to its gigawatt-scale AI data center in Jamnagar city in Gujarat state, "together forming one of Asia's strongest ⁠AI infrastructure networks," Naidu ​said.

AI requires enormous computing power, pushing ​demand for specialised data centers that enable tech companies to link thousands of chips together in clusters.

The Reliance ‍group, led ⁠by Indian billionaire Mukesh Ambani, includes Jio, India's leading telecoms carrier, Reliance Retail Ltd, Network18 Media ⁠& Investments Ltd and Jamnagar, India's largest oil complex.

‌(Reporting by Munsif Vengattil in Bengaluru; Editing ‌by Joe Bavier and Susan Fenton)



Google's $15 Billion Bet Sparks India's New Tech Gold Rush

Khac Phu Nguyen
November 17, 2025 
This article first appeared on GuruFocus.

For investors who remember the first wave of India's tech rise, N. Chandrababu Naidu's latest pitch may feel like deja vu with a sharper edge. Three decades after he fought off skepticism to lure Bill Gates (TradesPortfolio) and later host the first visit by a sitting US president to southern India, Naidu is back selling a new story: a rebuilt Andhra Pradesh, aiming to grow faster than the rest of the country even as the state absorbs the loss of Hyderabad and President Donald Trump's 50% tariffs. He described the US-India tension as a temporary setback and suggested a deal between Trump and Prime Minister Narendra Modi could emerge very soon. The spark that has investors paying attention again is Google's (NASDAQ:GOOG) decision to commit $15 billion to data centers over the next five years an amount Naidu noted already exceeds the state's total investment inflows from the past five years.

Naidu is now telling investors that Andhra Pradesh could double India's broader growth pace, targeting a 15% expansion rate and eyeing $1 trillion in investments over the next decade. That ambition sits at the center of a larger redevelopment push: remaking Amaravati as a capital, rebuilding industrial momentum, and widening the state's footprint beyond agriculture. He pointed to Dubai's reinvention and Singapore's ascent as proof that policy, labor reform, and tax clarity could reshape a region's trajectory. His pitch spans data centers, green energy, quantum computing, drones, biotechnology, pharmaceuticals, and even commercial space launches tied to Sriharikota's long-standing role. When asked whether he wants Elon Musk through Tesla (NASDAQ:TSLA) or Chinese automaker BYD (BYDDF) to invest, Naidu said he would welcome them as long as national security rules are followed.

Still, the state's hurdles could be material for investors. Andhra Pradesh is carrying one of India's highest fiscal deficits, grappling with uneven infrastructure, and navigating years of political uncertainty including legal cases against Naidu that he described as political. Yet his strengthened alliance with Modi, reinforced by a recent ruling-bloc win in Bihar, could possibly bring a steadier policy runway through 2029. Naidu said the central government is doing their best, but he emphasized that the state must generate its own revenues and job opportunities as youth unemployment and AI-related anxiety climb. With US-trained talent returning and his Stanford-educated son Nara Lokesh now serving as technology minister, Naidu insisted the fundamentals land, water, people, coastline are already in place. As he put it, he must perform, or otherwise I will perish.


Google plans $40 billion Texas data center investment amid AI boom

The Google logo is seen outside the company's office in London · Reuters

Reuters
November 14, 2025 2 min read

(Reuters) -Alphabet's Google said on Friday it would invest $40 billion in three new data centers in Texas, as part of ​its push to expand capacity for artificial intelligence initiatives.

The investment, which will be ‌made through 2027, underscores the intensifying competition among AI and cloud service providers to build infrastructure capable of supporting ‌advanced AI models.

OpenAI, Microsoft, Meta Platforms and Amazon are among companies spending billions in new AI-focused data centers.

Google said one of the new data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch ⁠of West Texas near Abilene.

"‌This investment will create thousands of jobs, provide skills training to college students and electrical apprentices, and accelerate energy affordability initiatives throughout Texas,‍" Alphabet CEO Sundar Pichai said in a statement.

The company will also invest in its existing Midlothian campus and Dallas cloud region, part of its global network of 42 cloud regions.

"Google's $40 ​billion investment makes Texas Google's largest investment in any state in the country and ‌supports energy efficiency and workforce development in our state," Texas Governor Greg Abbott said in the same statement.

Tech companies have announced massive spending plans this year, with many focusing on expanding their U.S. footprint, as President Donald Trump pushes for investments to maintain the country's edge in the AI sector.

Earlier this week, Anthropic said it would ⁠invest $50 billion in data centers across the U.​S., including New York and Texas.

Google on ​Tuesday announced it would invest 5.5 billion euros ($6.41 billion) in Germany in the coming years in a push to expand its ‍infrastructure and data center ⁠capacity in Europe's largest economy.

The latest AI investment surge echoes past tech bubbles, with valuations and spending outpacing near-term returns, some analysts and investors have ⁠warned. They say demand projections may prove overly optimistic if AI adoption does not grow at a similar pace ‌as capital expenditure.

($1 = 0.8575 euros)

(Reporting by Juby Babu ‌in Mexico City; Editing by Shilpi Majumdar)


Japan’s Ruling Party Eyes $6.5 Billion a Year for Chips, AI

Yoshiaki Nohara
November 25, 2025 
BLOOMBERG



Yoshihiro Seki

(Bloomberg) -- Japan’s ruling party aims to secure roughly ¥1 trillion ($6.5 billion) per year to keep supporting the nation’s semiconductor and artificial intelligence sectors, according to a lawmaker who leads such efforts.

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Most of the funding will be secured in a regular budget for the year starting in April rather than in an extra budget for the current fiscal year, according to Yoshihiro Seki, secretary general of the Liberal Democratic Party’s group of lawmakers that supports chip making in Japan.

That will be a change in funding method from the past few years, when the government relied on supplementary budgets to fund its chip revival strategy. The shift is expected to make it easier for the government to secure funding in a stable manner, according to Seki, who spoke to reporters on Thursday after the LDP group met.

Japan has set aside roughly ¥5.7 trillion to support Japan’s semiconductor and AI sectors since 2021, when it created a new strategy to revive domestic chip making, according to the Ministry of Economy, Trade and Industry. Most of the funding has come from extra budgets rather than from regular ones.


“Since we were uncertain whether this approach would succeed, we had been moving ahead only with extra budgets,” Seki said. “But from now on, METI’s share in the regular budget will really jump up. So the idea is that allocations from supplementary budgets will fall, leading to more stable operations.”

In last year’s supplementary budget, about ¥1.5 trillion was earmarked for the efforts, as the first round of funding for former Prime Minister Shigeru Ishiba’s pledge to provide more than ¥10 trillion of fresh public support for the sectors. The ¥1 trillion that the LDP aims to secure will be part of the ¥10 trillion pledge, too, according to Seki.

Of the total funding earmarked, roughly ¥1.7 trillion has been allocated to Rapidus Corp., which aims to mass produce cutting-edge chips by 2027. Micron Technology Inc.’s Hiroshima factory has been awarded ¥774.5 billion.

The overwhelming majority of the world’s advanced artificial intelligence chips are manufactured by Taiwan Semiconductor Manufacturing Co., sparking fears about reliance on an island that China claims as its own.

(Updates with comments from Seki, more details.)


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Micron to invest $9.6 billion in Japan to build AI memory chip plant, Nikkei reports


Reuters
Sat, November 29, 2025 

What strategic benefits does Hiroshima location provide Micron?

What drives the surging demand for HBM chips?

Why are HBM chips in high demand?

How does this investment fit Japan's semiconductor strategy?



Nov 29 (Reuters) - Micron Technology will invest 1.5 trillion yen (​$9.6 billion) to build a new ‌plant in Hiroshima in western Japan to produce advanced high-bandwidth memory ‌(HBM) chips, the Nikkei reported on Saturday, citing people familiar with the matter.

The U.S. chipmaker aims to start construction at an existing site ⁠in May next year ‌and begin shipments around 2028, with Japan's Ministry of Economy, Trade and ‍Industry providing up to 500 billion yen for the project, the Nikkei said.

Reuters could not immediately verify the report.

To revive ​its aging semiconductor industry, Japan's government is ‌offering generous subsidies to lure investment from foreign chip makers such as Micron and Taiwan Semiconductor Manufacturing Co (TSMC). It is also funding the construction of a plant that will mass produce advanced logic chips ⁠using IBM technology.

Demand for HBM ​chips is being driven by the ​growth of artificial intelligence and data centre investment.

The expansion of its plant in Hiroshima will ‍help Micron diversify ⁠production away from Taiwan and compete with market leader SK Hynix, the Nikkei said.

($1 ⁠= 156.1500 yen)

(Reporting by Rajveer Singh Pardesi in Bengaluru ‌and Tim Kelly in Tokyo; Editing by ‌William 


Mizuho Sees Micron (MU) Benefiting From AI Storage Needs and Persistent HDD Shortages

Sheryar Siddiq
November 13, 2025


Micron Technology Inc. (NASDAQ:MU) ranks among the best long-term stocks to buy according to D. E. Shaw. Following virtual investor meetings with company executives, including CFO Mark Murphy, Mizuho analyst Vijay Rakesh maintained an Outperform rating and a $265 price target for Micron Technology Inc. (NASDAQ:MU) shares on November 10. The analyst noted many significant trends from the conversations, including the fact that demand for high bandwidth memory (HBM) is expected to remain strong through 2026-2027.

According to the analyst, memory prices could be supported over the coming years by China’s restricted capacity. Chipmaking regulations are delaying between 30% and 35% of Samsung and Hynix’s memory production, which could keep supply tight and enable Micron Technology Inc. (NASDAQ:MU) to profit from higher prices into 2027 and 2028.

Additionally, he pointed out that Micron’s upcoming U.S. plants in Idaho and New York, which are expected to begin production between 2027 and 2029, may increase its U.S. DRAM share over the next ten years from mid-single digits to about 20%.

Rakesh noted that while AI server demand for QLC enterprise solid-state drives (eSSDs) is rising, capital investment in the NAND flash memory segment continues to be regulated, while hard disk drives (HDDs) remain in short supply.

Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products across the world.

While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Disclosure: None. This article is originally published at Insider Monkey.

Why Micron and SK Hynix Could Quietly Become the Real AI Winners

Manali Pradhan, CFA, The Motley Fool
Mon, November 24, 2025 


Key Points

Memory is becoming a major bottleneck in the AI infrastructure buildout.

Both Micron and SK Hynix enjoy pricing power and multiyear revenue visibility for their HBM and advanced DRAM offerings.

SK Hynix is already the leader in the HBM market, while Micron is focused on expanding its market share.


Investors who are looking for high-potential artificial intelligence (AI) stocks often pick well-known semiconductor players such as Nvidia and Advanced Micro Devices, hyperscalers such as Amazon and Microsoft, or software players like Palantir and SoundHound AI.

But many investors are missing one real AI opportunity that's staring us in the face.

Image source: Getty Images.

AI models continue to get larger and more complex. Additionally, as the systems mature, hyperscalers and enterprises are transitioning from infrequent AI training workloads to more frequent AI inferencing workloads. And now, memory bandwidth and capacity are proving to be bigger bottlenecks than AI computing capacity in large AI clusters.


Within that dynamic, leading memory players such as Micron Technology (NASDAQ: MU) and SK Hynix (OTC: HXSCL) -- already crucial players in the global buildout of AI infrastructure -- are well-positioned to prosper.
Favorable memory market trends

The server clusters built around cutting-edge AI processing chips increasingly require higher-performance, energy-efficient, high-bandwidth memory (HBM) and advanced DRAM in order to operate efficiently. In fact, every new generation of AI GPUs uses increasingly more HBM and advanced DRAM.

So naturally, data center companies are increasing their spending on memory as part of their ongoing AI infrastructure buildouts. The global HBM market is forecast to grow from $17 billion in 2024 to $98 billion in 2030, while HBM's revenue share in the DRAM market is estimated to grow from 18% to 50% in that same time frame. This trend favors Micron and SK Hynix, which stand to benefit from the higher memory content of systems designed to handle large, scalable AI workloads.


Micron and South Korea-based SK Hynix can expect to enjoy solid pricing power and higher margins, as there is currently a chronic shortage of advanced DRAM. According to DigiTimes, many major hyperscalers are securing only 70% of their server DRAM orders, despite accepting 50% price hikes in the fourth quarter.
Micron is capitalizing on this opportunity

U.S.-based Micron has gradually transformed itself from a cyclical DRAM and NAND producer into a full-stack, AI-optimized memory and storage player. The company's performance in its fiscal 2025 (which ended Aug. 28) was impressive, with revenues soaring 49% to $37.4 billion, and non-GAAP diluted earnings per share surging nearly 538% to $8.29. Increasing memory demand from data center operators has been the key growth catalyst. In fiscal 2025, its data center business accounted for 56% of Micron's total revenues.


Micron's DRAM market share was close to 22.5% in September. Management also forecast that its HBM market share would be similar to its DRAM share in the third quarter of calendar 2025, as it ramps its third-generation extended (HBM3E) and fourth-generation (HBM4) HBM products. That was an achievable goal, considering that Micron was already the second-largest player in the HBM market in the second quarter of calendar 2025, with a 21% share, according to market research firm Counterpoint Research.


Micron's HBM strategy seems to have been quite successful, as its HBM revenues reached nearly $2 billion in the fourth quarter of fiscal 2025, which translates to an annual run rate of close to $8 billion. The company has already entered into pricing agreements for a significant chunk of its HBM3E supply in 2026, and expects to sell out its entire 2026 supply in the next few months.

The company is also advancing its technology leadership and has ramped up production of its 1-gamma DRAM node to achieve mature yields 50% faster than the previous-generation process node. The company was the first to ship a 1-gamma DRAM chip and plans to leverage its superior process technology across its entire DRAM portfolio.
SK Hynix remains the leader

While Micron is slowly expanding its market share, SK Hynix is already the leader in the HBM market, with a 62% share as of the second quarter of 2025. SK Hynix has also completed development of its next-generation HBM4 and plans to begin shipping that product in the fourth quarter, followed by a rapid scale-up of production in 2026.


SK Hynix has also finalized its 2026 HBM supply plan for major clients, and management expects HBM supply to remain tight even in 2027. As memory companies increasingly allocate production capacity to HBM, the marketplace is now experiencing shortages of some traditional memory products, too. SK Hynix is also a leader in the DRAM market, with a 35% share in the third quarter. Hence, some of its customers have started issuing pre-purchase orders for DRAM and NAND products for 2026.

The company also delivered exceptional performance in the third quarter, as revenues soared 39% year over year to 24.4 trillion Korean won (about $16.6 billion). Operating profit also rose 62% to an all-time high of 11.4 trillion Korean won (about $7.7 billion).
AI winners

SK Hynix expects the AI memory market to grow by almost 30% annually through 2030. The company is also a key HBM supplier to Nvidia; Micron supplies the GPU leader with smaller HBM volumes.

With a favorable demand environment for their offerings and strong technological advantages, both Micron and SK Hynix are well positioned to keep capturing a significant share of this growing and profitable market.

Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.


Why Micron and SK Hynix Could Quietly Become the Real AI Winners was originally published by The Motley Fool


Is This the Most Underrated AI Infrastructure Play of the Decade?

Rick Orford, 
The Motley Fool
November 23, 2025


Key Points

Micron Technology is pivotal in AI with its HBM and Nvidia's validation tools.

Supply constraints and HBM shortages give Micron pricing power and margin potential.

Analysts rate MU a strong buy as HBM4 and SOCAMM2 drive the company's growth forward.

Micron Technology (NASDAQ: MU) isn't getting a lot of attention right now despite being one of the world's three dominant memory chip manufacturers. It produces the memory and storage components inside nearly every computing device we use: DRAM and NAND Flash memory.

Moreover, while almost every company in this space is South Korean, which includes Samsung Electronics and SK Hynix, Micron is the only U.S.-based memory chip manufacturer, which could give it a boost in the current geo-political environment.

Let's see why investors would do well to take a closer look at this stock now.

Image source: Getty Images.

In AI, what's driving Micron's momentum is HBM, or high bandwidth memory. This is a relatively new technology that stacks multiple memory chips vertically, rather than spreading them out flat. And, to Micron's credit, this technology has become essential in the AI infrastructure buildout, especially for Nvidia.

Micron's partnership with Nvidia

Micron confirmed that HBM3E chips will power Nvidia's latest Blackwell architecture. Nvidia CEO Jensen Huang specifically mentioned that it's using Micron's G7 memory, which delivers 1.8 terabytes per second. At the same event, Nvidia introduced its GeForce RTX 50 series GPUs and a desktop-sized AI supercomputer called Project DIGITS, which utilizes Micron's DDR5X memory with 128GB capacity. Huang is arguably the most influential figure in the AI space right now, so this is a huge validation for Micron.


Moreover, Micron began sending samples of its 192GB SOCAMM2 memory modules to customers back in October. These memory chips are designed specifically for AI data centers and were developed through a five-year partnership with Nvidia. Reportedly, these modules use one-third the power of standard memory while delivering 2.5 times higher bandwidth, which makes them a must-have for AI infrastructure.
How has Micron stock performed?

Micron stock currently trades at about $225 per share. Over the past year, it has gained over 130%, and over five years, it's up nearly 270%. Those returns have significantly outpaced the broader market, which also reflects investor enthusiasm for Micron's position in high-growth markets amid demand for AI-optimized memory.

HBM market share expansion in a supply-constrained market

According to reports, Micron held less than 10% of the global HBM market back in 2022. Today, the company aims to grow its share to somewhere between 20% and 25% through 2026. This is entirely possible as the global HBM market itself is expected to grow 26% to $9.2 billion in 2026, and more than double by 2028. Micron could capture a significant portion of that growth, given its position in the AI infrastructure buildout.


Moreover, there are industrywide shortages of HBMs. SK Hynix's and Micron's 2025 output is already largely sold out, and management expects these tight supply conditions to continue through 2025 and into 2026, supporting healthy profit margins. Micron also plans to start shipping HBM4 in 2026, its next-generation HBM.

The company is in a supply-constrained environment in which demand exceeds supply, so Micron inevitably gets pricing power. It can charge more since customers need the product and alternatives are limited, and that pricing power directly helps profitability.
Verdict

Is Micron Technology a buy at these levels? Consider that a consensus among 37 Wall Street analysts rates Micron stock a "strong buy," and that rating has been gradually improving over the last three months. In light of Micron's role in the AI ecosystem and its overall financial performance, I would agree.


For those who are looking to invest in the AI space without paying a premium, Micron is a different name that doesn't dominate the headlines. Not only that, the market might not yet fully recognize Micron's critical role in the AI infrastructure stack. Sure, it probably won't capture the same margins as chip designers and manufacturers, but still, it's an indispensable supplier to the AI ecosystem, and investors typically pay a premium to get that exposure.

For these reasons, Micron presents a compelling investment opportunity for those seeking AI exposure and growth without paying a premium that's commanded by better-known names.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.



Why the Selloff in Micron Technology Stock Never Made Sense

Rich Duprey
Mon, November 24, 2025



Micron Technology Inc.

Quick Read

Micron Technology (MU) controls 23% of the global DRAM market and 12% of NAND flash.

UBS raised global HBM demand forecasts to 28 billion gigabits by 2026.

Micron trades at a forward P/E of 10 versus the semiconductor industry average of 25x.

Micron Technology (NASDAQ:MU) shares soared to an all-time high of $260 earlier this month, riding the wave of AI-driven optimism in the semiconductor sector. But like most chip and tech stocks, the memory chip maker has trended lower since, caught in broader market jitters over AI hype fears.

Last week, the selloff intensified, with Micron plunging 10% in a single session -- triggered partly by Nvidia's (NASDAQ:NVDA) earnings report, which, despite beating estimates, highlighted rising costs and slower data center growth. Investors panicked, dumping memory plays like Micron amid fears of overcapacity. Yet this drop never made sense. Here's why.
An Iron Grip on Memory Markets

Micron stands out thanks to its commanding position in DRAM and NAND flash memory. DRAM, essential for temporary data storage in servers, PCs, and smartphones, accounts for over half of Micron's revenue. The company controls about 23% of the global DRAM market, behind only Samsung and SK Hynix.

NAND flash, used for long-term storage in solid-state drives (SSDs) and mobile devices, adds another 40% to sales, with Micron holding a 12% share. These segments benefit from cyclical upturns, but AI is turning cycles into a structural boom.


What sets Micron apart is its pivot to high-bandwidth memory (HBM), the ultra-fast DRAM variant critical for AI accelerators. HBM enables the massive data throughput needed for training large language models.

Micron began shipping HBM3E samples in 2024 and is ramping production this year, positioning it as a key supplier alongside SK Hynix. In the AI era, where Nvidia's GPUs and Advanced Micro Devices (NASDAQ:AMD) Instinct chips demand terabytes of high-speed memory per rack, Micron's HBM expertise locks in long-term growth.

Analysts project the HBM market exploding from $4 billion in 2023 to nearly $100 billion by 2030, with Micron capturing a growing slice through its advanced 1-gamma node tech, which boosts density and efficiency.

This dominance isn't just defensive -- it's a growth engine. Micron's fiscal fourth quarter results showed 46% year-over-year revenue growth to $11.3 billion, driven by AI server demand and strong data center sales, which now account for 56% of total revenue. Even as consumer markets like PCs and smartphones recover slowly, AI hyperscalers like Microsoft and Amazon are stockpiling Micron's memory for cloud infrastructure.


Supply constraints in advanced nodes, including limited HBM production capacity, shield margins from commoditization risks. Micron's capex investments -- $13.8 billion in fiscal 2025 -- target expanding HBM output to 20% of DRAM sales by 2026, ensuring it rides the AI wave without overextending.

Wall Street's HBM Boost

Adding fuel this morning, MU stock climbed nearly 6% on no company-specific news, but a fresh UBS report lit the spark. The investment firm upped its global HBM demand forecast, now expecting 17.3 billion gigabits of end-consumption this year (a 1% increase from prior estimates) and 28 billion gigabits in 2026 (up another 1.6%).

This revision stems from robust procurement by Nvidia and AMD, including higher unit forecasts for Nvidia's next-gen Rubin GPUs (3 million in 2026) and AMD's MI450 series, tied to deals like OpenAI's supercomputer builds. Taiwan Semiconductor Manufacturing's capacity expansions and tight node utilization through late 2026 further tighten supply.

While UBS spotlighted SK Hynix and Samsung as direct buys -- citing SK Hynix's 70% share of Nvidia's HBM4 supply and 13% blended average selling price (ASP) growth -- the read-through for Micron is clear and positive.

As the third major HBM player, Micron benefits from the same demand surge, especially with its U.S.-based fabs qualifying for CHIPS Act subsidies. This could lift Micron's HBM annual revenue run rate of $8 billion far higher by 2027, according to consensus estimates, pushing overall earnings higher.

Gross margins were already at 45% in Q4, and stand to expand as HBM commands 5x to 10x premiums over standard DRAM. For MU going forward, this means accelerated free cash flow ($3.7 billion in 2025) funding dividends, buybacks, and more AI R&D. The selloff ignored these fundamentals, creating a disconnect from reality.
Key Takeaway

The recent plunge in Micron Technology stock was a textbook overreaction, handing savvy investors a rare discount on a proven AI winner. Even after today's 6% bounce, Micron remains a compelling buy.

Trading at a forward P/E of just 10 compared to the semiconductor industry's 25x makes Micron's dirt cheap for its prospects. Wall Street forecasts over 40% compound annual EPS growth through 2030, yielding a PEG ratio under 1, a hallmark of undervalued growth.

In a sector buzzing with pricier picks such as Nvidia or AMD, MU offers the best risk-reward for AI exposure.