Micron Reports Record Q4 Revenue of $54.2B, Guides $61.5B
Micron Technology posted record Q4 revenue of $54.23B and full-year net income of $84.97B, driven by AI data center memory demand, guiding Q1 FY27 to $61.5B.
AI semiconductors
Broadcom Q3 FY26: AI Revenue $16.7B, Q4 Guide $34.8B
Broadcom posted $29.6B in Q3 FY26 revenue (+86% YoY) with AI semi sales of $16.7B (+221%). Q4 guide $34.8B; AVGO fell after hours.
DRAM Prices Climb as AI Triggers a Memory Supercycle
Morgan Stanley calls it a structural shortage. DRAM, NAND and HBM contract prices are climbing as AI servers reroute the world’s memory output.
Nvidia Drops 4% as China Stalls H200 Chip Purchases
Nvidia slid as much as 4% intraday on May 15 after Trump said Beijing won’t let Chinese firms buy approved H200 chips — stalling a $3.5B annual revenue opportunity.
High Growth Tech Stocks 2026: The $1 Trillion Semiconductor Era and AI Giga-Cycle
AI adoption is accelerating across industries, reshaping valuations and competitive moats. Here’s what the latest data reveals about market leaders and …