How To Profit From The Coming AI Supply Shocks In 2026 [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations:
investors.micron.com
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Source: Seeking Alpha
Micron Technology, Inc. stands out as the most straightforward U.S. play on the persistent high-bandwidth memory shortage, with valuation still attractive given the cycle's longevity. Power infrastructure and grid hardware, including names like Vistra Corp. and Eaton Corporation, are poised to benefit as data centers become industrial-scale power consumers. Optical networking leaders such as Marvell and Coherent could see upside as AI workloads drive increased demand for high-bandwidth interconnects. Techa Tungateja/iStock via Getty Images Introduction Moving into the end of this year, I want to write an article about the broader AI space, because at this point, most analysts and individual investors expect AI to stay one of the most important This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU, GOOG, AMZN, NVDA, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, an
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MU
News
- Micron Enters A Profit Supercycle [Seeking Alpha]Seeking Alpha
- US stocks post third consecutive gain on AI momentum [Wealth Professional (Canada)]Wealth Professional
- S&P Futures Muted With U.S. GDP Data in Focus [Yahoo! Finance]Yahoo! Finance
- Global's Undervalued Small Caps With Insider Action In December 2025 [Yahoo! Finance]Yahoo! Finance
- S&P 500 See-Saws With Mixed AI News And Inflation Data [Seeking Alpha]Seeking Alpha
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/22/25 - Form 144
- 12/19/25 - Form 144
- 12/18/25 - Form 10-Q
- MU's page on the SEC website