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Micron Technology Inc. (NASDAQ: MU ) is benefiting from the “best cycle anyone” has ever seen, according to Brad Freeman, co-host of Futurum Equities’ The Deep End podcast. Cyclical Dynamics and Margin Expansion Speaking in an episode released Sept. 28, 2026, Freeman stated that while memory markets are “absolutely in
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ: AMD ) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Josep
Micron reports $41.46B quarterly revenue, beating estimates, and expects tight supply to persist beyond 2027 due to AI demand
Micron Technology posts better-than-expected Q3 results and issues strong guidance for the current quarter
Micron Technology shares rise after reporting better-than-expected Q3 results and issuing Q4 guidance above estimates
Micron Technology reports record fiscal Q3 2026 results with revenue, gross margin, and EPS surpassing high-end guidance, driven by strong demand from AI
Micron Technology's strong Q3 earnings and guidance are lifting shares of fellow memory and storage companies SanDisk, Western Digital, and Seagate
Micron Technology reports Q3 revenue of $41.46 billion, exceeding analyst estimates, and raises Q4 guidance