Latest Articles

Micron Technology briefly topped both Meta and Tesla in market capitalization on June 25 after Q3 revenue hit $41.46 billion, up 346% year over year, on insatiable AI memory demand. The company's entire 2026 HBM supply is sold out, customers have deposited $22 billion in prepayments, and a new multi-year deal with Anthropic covering HBM, DRAM, and SSDs cements its position at the center of AI infrastructure.