Micron’s 2025 surge reflects re-rating from commodity cyclical importing to AI memory leader; I think Q1 2026 earnings will confirm this shift with a beat and raise. Data center now drives 56% of ...
Micron Technology is benefiting from a memory supercycle, driven by HBM market share gains and surging memory prices. MU's data center segment now comprises 56% of revenue with 52% gross margins, ...
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