Micron Technology, Inc. (MU)
Micron Earnings And Quant Deep Dive: Why MU Remains A Top AI Stock
Micron's stellar earnings highlight why it's a leader in the AI revolution and a Quant Strong Buy. In this article, I explain the reasoning behind both. As investors navigate a more volatile market, Micron stands out not because it's immune to cycles, but because its fundamentals are increasingly shaped by long-term AI demand. From high-bandwidth memory that feeds AI accelerators to advanced DRAM and NAND that power data centers to the edge, Micron sits at the forefront of the AI infrastructure buildout.
Showing Storage's Essential A.I. Play: MU's A.I.
Daniel Kern calls Micron's (MU) earnings "really fantastic" and its forecast just as great. Sold out orders in high-bandwidth memory chips for 2026 points to what Daniel believes will serve as a significant year for the chipmaker.
AI Stocks Got Some Good News—And Surged. Will This Micron-Powered Momentum Last?
AI stocks soared Thursday after memory chip maker Micron (MU) reported quarterly results far stronger-than-expected. That offered tech investors a glimmer of hope after weeks of disappointing performance for AI stocks.
Micron's Blowout Earnings: The Best AI Stock for 2026?
MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.
Micron Shares Jump on Earnings Beat - What's Next?
Micron Technology ( MU ) shares surged more than 11% after the company reported blowout earnings yesterday evening, easily beating analyst estimates on both the top and bottom lines. The most notable takeaway was Micron's guidance for next quarter, with revenue expectations raised to $18.7 billion from roughly $14.2 billion and earnings guidance nearly doubling from $4.78 per share to $8.42.
Micron stock pops as AI memory demand soars: 'We are more than sold out'
Micron Technology's stock jumped after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates. During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products.
Micron earnings beat fuels rally as AI-driven memory demand strengthens
Shares of Micron Technology Inc (NASDAQ:MU) were up 13.5% on Thursday following the memory chip maker's better-than-expected first-quarter results and upbeat guidance for 2026. Micron reported revenue of $13.64 billion for Q1'26, surpassing analysts' estimates of $12.95 billion.
Micron Saved The AI Trade
Micron Technology, Inc. just-reported fiscal Q1 earnings, and the AI trade was hanging in the balance. Records upon records were set, but whether the growth is sustainable keeps MU shares muted on a valuation versus growth basis. MU management is shareholder-friendly.
Micron surges on soaring AI memory demand
CNBC's Kristina Partsinevelos reports on Micron's margin boom.
Micron Technology Stock Soars on Strong AI Demand
Micron Technology Inc (NASDAQ:MU) stock is soaring today, after the AI heavyweight's fiscal first-quarter results blew past estimates.
Micron Technology Stock Soars 9% on Q1 Earnings Beat, Strong Guidance
MU shares jump 9% after Q1 FY26 earnings beat estimates, driven by strong HBM demand and upbeat Q2 guidance.
Micron Remains A Solid Buy After Blowout Earnings
Micron Technology, Inc. delivered a blowout fiscal Q1, with more than 56% revenue growth, leading to strong beats on both revenue and earnings. Q2 guidance was exceptionally strong, with revenues projected at $18.7 billion, well above consensus, and robust margin expansion expected. $100 billion HBM addressable market timeline accelerated by two years and DRAM/NAND bit shipment growth should be 20% through 2026.
