Tag
micron
TechThe HBM4 race: where SK hynix, Samsung and Micron stand in October 2026
Three companies make the HBM that feeds AI chips. What each says about HBM4, what Bernstein's export-data estimate claims, and what's still unknown.
FinanceTwo chip companies are carrying S&P 500 earnings growth in Q3 2026
FactSet says S&P 500 earnings are on track to grow 29.0% in Q3 2026, but strip out Micron and NVIDIA and it drops to 20.0%. Here's what that means.
FinanceMicron's record fiscal Q4 2026: $54.2B revenue and an 87% gross margin
Micron's revenue nearly quintupled year over year in fiscal Q4 2026 as AI memory prices soared. The numbers, the guidance, and what management said on the call.