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hbm memory

Micron Reports Record Q4 Revenue of $54.2B, Guides $61.5B

October 1, 2026 by Bruno M.
AI-generated editorial image: High-density semiconductor memory modules in an inspection cleanroom

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.

Categories Stock Market, Stocks Tags AI semiconductors, hbm memory, micron earnings, Micron Technology, MU stock, stock market

Memory Stocks Rip Ahead of Micron’s Wednesday Print

September 12, 2026June 22, 2026 by Bruno M.
Memory Stocks Rip Ahead of Micron’s Wednesday Print

Chip stocks closed last week with double-digit pops in SNDK, INTC, and MU. Micron’s fiscal Q3 print Wednesday is the next test of the AI memory trade.

Categories Artificial Intelligence, Earnings, Technology Tags hbm memory, intel apple deal, memory chips, micron earnings, semiconductor stocks, stock market

Micron Q3 Preview: A 244% YTD Run Meets June 24 Earnings

September 12, 2026June 14, 2026 by Bruno M.
Micron Q3 Preview: A 244% YTD Run Meets June 24 Earnings

Micron prints fiscal Q3 on June 24 after a 244% YTD run to a $1.1T market cap. Here’s what the HBM, DRAM, and margin commentary needs to show.

Categories Artificial Intelligence, Earnings, Technology Tags ai memory demand, hbm memory, micron earnings, MU stock, semiconductor earnings, stock market

Micron’s $1 Trillion Moment: HBM and the AI Memory Reset

September 12, 2026June 3, 2026 by Bruno M.
Micron’s $1 Trillion Moment: HBM and the AI Memory Reset

Micron crossed $1 trillion in market cap on June 1, 2026 after a 6.6% pop to $1,035, a 263% YTD gain driven by AI-memory demand.

Categories Artificial Intelligence, Technology Tags hbm memory, Micron Technology, MU stock, stock market, trillion dollar stocks

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