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Micron Is In Its Most Profitable Era Ever — And the Numbers Keep Getting Bigger

24/7 Wall Street

12:25 PM | Saturday | Jul 11, 2026

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Artificial intelligence has changed the economics of semiconductors.

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12:25 PM | Saturday | Jul 11, 2026

Micron Is In Its Most Profitable Era Ever — And the Numbers Keep Getting Bigger

24/7 Wall Street

Artificial intelligence has changed the economics of semiconductors.

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9:45 AM | Saturday | Jul 11, 2026

3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year

The Motley Fool

Sandisk and Micron both benefit from supply shortages in the memory market. AMD is riding the wave of inference and agentic AI.

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7:16 AM | Saturday | Jul 11, 2026

Trump's Financial Disclosure Revealed a $1.67 Million Micron Stock Stake

The Motley Fool

Micron agreed to a $250 million commitment for the president's "Trump Accounts." A memory chip shortage has enabled Micron to raise prices and significantly improve profit and margins.

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4:29 AM | Saturday | Jul 11, 2026

Micron's Biggest Long-Term Growth Catalyst Has Nothing to Do With AI Data Centers

The Motley Fool

Micron's CEO recently said that humanoid robots are the company's biggest opportunity. Barclays anticipates that the value of the humanoid robot industry will exceed $200 billion within the next 10 years.

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2:35 AM | Saturday | Jul 11, 2026

Micron CEO Sanjay Mehrotra Announces $250 Billion Investment for Expanded Artificial Intelligence (AI) Memory Chip Development

The Motley Fool

Micron has been aggressively expanding its domestic manufacturing capacity. The company just unveiled a new plan to invest $250 billion focused on U.S. fab construction and technology development.

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12:53 PM | Friday | Jul 10, 2026

Micron: Keep Calm And Party On

Seeking Alpha

Micron Technology, Inc. delivered extraordinary Q3 results, with 346% revenue growth and a 1,215% YoY EPS surge, far surpassing aggressive expectations. Pricing power is unprecedented, driven by tight supply and AI-driven demand, resulting in gross margins expanding 46 percentage points YoY to 85%. Strategic Customer Agreements lock in multi-year, non-cancelable commitments, significantly reducing cyclicality and enhancing business resilience.

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12:50 PM | Friday | Jul 10, 2026

SK hynix: Micron Is Still Better After The IPO

Seeking Alpha

SK hynix Inc. has delivered exceptional growth, with Q1 revenue up 60% YoY and operating margin at 72%, fueled by HBM leadership. Despite strong results, I see Micron Technology as a more stable choice due to clearer long-term strategies and Strategic Customer Agreements supporting earnings sustainability. SK Hynix's recent IPO improves access and comparability, but valuation appears less attractive given similar upside to MU and higher downside risk in a cyclical downturn.

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12:09 PM | Friday | Jul 10, 2026

Crypto Brokerage CEO: “We're Going Live Today With 24/7 Trading of Real U.S. Equities” Starting With Micron, SanDisk and SpaceX

24/7 Wall Street

Backpack CEO Armani Ferrante appeared on CNBC on Friday morning to announce that the crypto-native brokerage has launched 24/7 trading of real U.S.

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11:32 AM | Friday | Jul 10, 2026

SanDisk Vs. Micron: Why One of These Memory Stocks is Much More Dangerous Than the Other

24/7 Wall Street

SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster AI-driven memory quarters, then got swept up in a brutal mid-July correction as investors questioned whether storage demand has peaked.

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11:12 AM | Friday | Jul 10, 2026

Micron Upgrade: Better HBM4 Performance Is Great, Here's Why I'm Still Not A Buyer

Seeking Alpha

I'm upgrading Micron Technology from Sell to Hold after Q3 results reaffirmed HBM4 product leadership and robust execution. MU's Q3 revenue and EPS significantly beat guidance; HBM4 shipments for NVIDIA's Vera Rubin platform are ramping faster than HBM3E 12-high. Despite an improved outlook, I remain cautious due to cyclical risks, aggressive industry capacity expansion, and uncertain demand durability.

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