Latest Articles

Micron's Q3 FY2026 revenue hit $41.46 billion, shattering forecasts as HBM demand from Nvidia's Blackwell GPUs locks the company's production through 2027. Wall Street analysts from Needham to Bank of America have raised price targets sharply, but the cyclical risk in memory is real and the bull case hinges on whether $100 billion in long-term contracts holds.