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Stockreport

The AI Supercycle: Why The GPU Vs. XPU Debate Misses The Forest For The Trees [Forbes]

Micron Technology, Inc. (MU)  More Company Research Source: Forbes
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
Simply put, there aren't enough wafers to meet AI demand. Chips, memory, storage — everything being built is already spoken for before it comes off the production line. There isn't enough concrete or rebar or construction workers to build the datacenters. Every part of the AI supply chain is constrained. Demand is insatiable across the board. Micron Technology Inc. just shut down its consumer business to pivot to AI chips. Intel Corp. is surging after a brutal patch because the market knows its time is coming and its foundries will soon be full. And all with all of this, enterprise AI hasn't even taken off yet. Salesforce CEO Marc Benioff shared on X yesterday that its Agentforce has consumed 3.2 trillion tokens so far. This product is in very early stages and most of Salesforce users are just starting to experiment. But the tech industry loves a good debate. Recent speculation that Google's TPU would be the demise of NVIDIA reminded me of the DeepSeek moment that came earlier th [Read more]
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Stockreport

The AI Supercycle: Why The GPU Vs. XPU Debate Misses The Forest For The Trees [Forbes]

Micron Technology, Inc.  (MU) 
More Company Research Source: Forbes
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
Simply put, there aren't enough wafers to meet AI demand. Chips, memory, storage — everything being built is already spoken for before it comes off the production line. There isn't enough concrete or rebar or construction workers to build the datacenters. Every part of the AI supply chain is constrained. Demand is insatiable across the board. Micron Technology Inc. just shut down its consumer business to pivot to AI chips. Intel Corp. is surging after a brutal patch because the market knows its time is coming and its foundries will soon be full. And all with all of this, enterprise AI hasn't even taken off yet. Salesforce CEO Marc Benioff shared on X yesterday that its Agentforce has consumed 3.2 trillion tokens so far. This product is in very early stages and most of Salesforce users are just starting to experiment. But the tech industry loves a good debate. Recent speculation that Google's TPU would be the demise of NVIDIA reminded me of the DeepSeek moment that came earlier th [Read more]
IMPACT SNAPSHOT
EVENT TIME:
MU
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS