MU's non-GAAP gross margin hits a record 74.9% in Q2'26 as DRAM/NAND prices and AI demand surge. Rising memory prices may help it attain Q3 guidance of 81%.
Q1 earnings season is nearly complete, with the S&P 500 posting its strongest growth since 2021. The Magnificent 7 once again impressed, delivering a 63% Y/Y earnings jump and driving a large share of
Everyone's chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap.
Demand for artificial intelligence (AI) memory chips is surging, but some analysts remain skeptical that the boom is durable.
Leopold Aschenbrenner, known as one of the youngest billionaires and a former member of the OpenAI research team, has just disclosed one of his largest stock positions yet.

Why Micron Stock Is a Better AI Play Than Intel

06:40am, Thursday, 28'th May 2026
The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst
Micron Technology Inc. (NASDAQ:MU) is emerging as one of Wall Street's biggest AI winners, with several analyst arguing that relentless spending on AI data centers and memory infrastructure could supp

Micron Is Nearing $1,000. Is a Stock Split Next?

01:30am, Thursday, 28'th May 2026
Micron recently topped $1 trillion in market cap. The stock hasn't split since 2000.
Micron has delivered incredible returns for its shareholders.
Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving.
The AI buildout has rewired the memory chip industry, transforming what was once a famously cyclical business into one of the hottest markets. Memory chips feed data to the likes of Nvidia's GPUs to t
MU surged past a $1T valuation as AI-driven memory shortages boosted pricing power and HBM demand, with growth momentum still building.
BOISE, Idaho, May 27, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal third quarter earnings conference call on Wednesday, June 24, 2026, at

Micron's AI Bottleneck Trade Just Started

03:52pm, Wednesday, 27'th May 2026
Q2 FY2026 revenue surged 196% year-over-year to $23.9 billion, while EPS exploded from $1.56 to $12.20. Micron Technology guided Q3 revenue toward $33.5 billion with 81% gross margins despite supply r
Micron Technology remains a compelling buy, with significant upside potential driven by AI tailwinds and a memory cycle upturn. Most traditional valuation metrics are flawed for MU due to its cyclical
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