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qz
Micron’s blowout earnings revived an old Wall Street worry

The company posted record revenue, margins, and guidance, but Wall Street fixated on a capex hike that revived the chip industry’s oldest fear: overbuild [...]

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Destination
Crucial is a casualty of AI's hunger for RAM

Micron Technology is winding down its consumer-facing Crucial brand to focus on providing RAM and other components to the AI industry, The Wall Street Journal reports. The company plans to continue sh [...]

Match Score: 82.41

qz
Micron's blowout earnings revived Wall Street's oldest chip fear

Micron posted record revenue and margins, but investors focused on a capex increase that revived fears of chip industry overbuild [...]

Match Score: 51.73

Destination
Trump administration official says some CHIPS Act companies won't need to give up equity

Last week, the Trump administration said it might take a stake in Intel in exchange for the $10.86 billion in federal grants the company is receiving from the Chips and Science (CHIPS) Act. However, n [...]

Match Score: 49.78

thenextweb
Micron is spending $10bn on a lab betting the memory cycle has changed

Micron is putting $10bn into a research lab built on the premise that AI has permanently changed what memory is worth. The company announced Micron Research Labs on Thursday, headquartered in Boise, I [...]

Match Score: 47.67

thenextweb
Micron briefly surpassed Meta and Tesla in market value. Its stock is up 236% in a month.

Micron Technology briefly surpassed Meta and Tesla in market valuation on Thursday, closing the week at roughly $1.27 trillion. The stock has soared over 236% in the past month alone, reaching $1,132 [...]

Match Score: 47.48

Destination
Elon Musk is reportedly trying to take SpaceX public

Elon Musk is reportedly looking to finally take SpaceX public after years of resistance, according to sources who spoke to The Wall Street Journal. The company has long said it wouldn't choose a [...]

Match Score: 42.89

thenextweb
Micron’s revenue quadrupled as AI memory demand pushes gross margins above 81 percent

Micron Technology posted fiscal third-quarter revenue of nearly $42bn, quadrupling from just over $9bn a year earlier and beating Wall Street estimates by a wide margin. The results, reported on Tuesd [...]

Match Score: 42.89

qz
Micron stock climbs on blowout earnings and strong AI-fueled guidance

Micron is riding the AI memory wave to blowout results — but the boom for chipmakers may be just beginning [...]

Match Score: 42.52

Destination
Anthropic and Micron want to co-design AI memory architecture

Micron is investing in Anthropic's Series H round and getting a multi-year deal to supply memory for Claude's infrastructure. Anthropic co-founder Tom Brown calls memory critical to training [...]

Match Score: 39.15