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    Two 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.

    October 22, 20265 min readCarrie F.
  • Finance

    Micron'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.

    October 22, 20266 min readCarrie F.
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