0.000560042812161697 2.48907916516058E-05 -0.00197881793630436 -0.00297420069445299 -0.0151955793954026 -0.00319846672723418 -0.0125688541524063 -0.0161914599693843
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Stockreport

Micron's AI Supercycle Accelerates [Seeking Alpha]

Micron Technology, Inc. (MU)  More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
HBM3E memory offers roughly 30% lower power consumption than competitors, while LPDRAM reduces server memory energy usage by nearly 60%. AI infrastructure demand pushed Micron's data center SSD business to a $1 billion run rate as server growth accelerates into high-teens percentages. Forward projections show 57% revenue growth and roughly 99% EBITDA expansion, supported by tight supply and premium AI memory pricing. Capital intensity remains high with $20 billion FY26 CapEx planned, while new fabs in Idaho, Taiwan, and Singapore ramp up mainly after 2027. oatintro/iStock via Getty Images Investment Thesis At the core of the AI memory bottleneck is Micron Technology, Inc. ( MU ). Since my last coverage , when I called the supercycle starting point, MU had a strong bull run, rising by more This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this [Read more]
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Stockreport

Micron's AI Supercycle Accelerates [Seeking Alpha]

Micron Technology, Inc.  (MU) 
More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
HBM3E memory offers roughly 30% lower power consumption than competitors, while LPDRAM reduces server memory energy usage by nearly 60%. AI infrastructure demand pushed Micron's data center SSD business to a $1 billion run rate as server growth accelerates into high-teens percentages. Forward projections show 57% revenue growth and roughly 99% EBITDA expansion, supported by tight supply and premium AI memory pricing. Capital intensity remains high with $20 billion FY26 CapEx planned, while new fabs in Idaho, Taiwan, and Singapore ramp up mainly after 2027. oatintro/iStock via Getty Images Investment Thesis At the core of the AI memory bottleneck is Micron Technology, Inc. ( MU ). Since my last coverage , when I called the supercycle starting point, MU had a strong bull run, rising by more This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this [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