Tag
micron technology
4 articles
Micron's AI Memory Windfall Masks CapEx Bet on Sustained Demand
Revenue hit $41.46 billion in Q3 on HBM sales, but $7.1 billion quarterly CapEx and sold-out inventory through 2027 hinge on AI architecture stability.
Micron's HBM Ramp Could Drive Stock 70% Higher by Year-End
Micron's plan to triple high-bandwidth memory output by late 2026 should sustain gross margin expansion above 70 percent and deliver outsized earnings beats through fiscal year-end.
Zscaler Guides Lower, Dragging Cybersecurity; Dycom Surges 30%
Zscaler's Q4 revenue guidance missed Wall Street expectations, pulling down Palo Alto Networks and CrowdStrike, while Dycom Industries jumped on raised full-year outlook and a data center acquisition.
Micron's HBM Oversupply Risk Makes the Current Dip a Trap
Investors reassessing AI infrastructure spending have good reason to stay on the sidelines with Micron Technology as oversupply risk grows.