CNBC's Kristina Partsinevelos joins 'Squawk on the Street' with the latest news from Micron and Qualcomm.
Micron Technology Inc. (NASDAQ:MU) on Wednesday posted better-than-expected financial results for the third quarter of fiscal 2026 and issued strong guidance for the current quarter.
Micron (MU) is experiencing significant gains following a much better-than-expected Q3 performance and a promising Q4 forecast. Management indicated that the me
Shares in the four most prominent memory chip makers are once again surging this morning. But the reason for this specific surge comes down to just one of the four companies: Micron Technology Inc. (N

Micron's Memory Model Gets a Major Reset

10:11am, Thursday, 25'th Jun 2026
Micron Technology's (MU) new long-term supply agreements mark a major shift in the memory industry's business model, according to Stifel, which called the terms
Micron Technology (MU) briefly moved ahead of Meta Platforms (META) and Tesla (TSLA) in market capitalization on Thursday, after a strong outlook from the memory chipmaker extended its rally driven by
Micron Technology, Inc. delivered strong Q3 results, with revenues and earnings beating consensus by over 15%. MU's top-line surge was driven by higher volumes and significant price increases amid an
Let me be very clear: I'm not bearish on Micron Technology, Inc.. However, the SCA agreements that provide some comfort in the long term may limit upside in the near term. Once all planned SCAs are si
The AI rally is back on, with Micron leading the way.
MU's Q3 earnings crushed estimates as AI-driven memory demand, HBM shortages and strong guidance point to continued momentum.

Cerebras Is Not The Next Micron

09:44am, Thursday, 25'th Jun 2026
Cerebras Systems Inc. delivered Q1 outperformance alongside a strong 2026 growth outlook, yet the stock's steep post-earnings selloff reflects rising investor concerns about scalability. This contrast
U.S. stocks traded higher this morning, with the Dow Jones index gaining around 250 points on Thursday.
US stocks opened higher on Thursday, led by gains in technology shares as strong earnings updates from Micron Technology and Qualcomm reignited optimism around artificial intelligence demand. The Dow
Micron Technology edged past the ​market valuation of Meta ‌Platforms for the first time on ​Thursday, after the ​memory chipmaker's solid forecast ⁠helped extend its ​AI-driven ascent.

Micron: The Making Of A Margin King

09:34am, Thursday, 25'th Jun 2026
Micron (MU) delivered blowout Q3 results on Wednesday, driven by surging demand for high bandwidth memory and DRAM, pushing gross margins to an industry-leading 85%. MU's Q3 revenue soared 346% Y/Y to
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