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Micron Earnings Echo Nvidia's 2023 Moment? Futurum CEO Says Memory Chips Are 'The GPUs Of Three Years Ago

Futurum CEO Daniel Newman likened AI memory chips to Nvidia's early AI-era GPUs, maintained a $1,500 Micron price target.

Raccontata damarkets.businessinsider.comcryptobriefing.cominvestors.combenzinga.comaxios.com

Confronto fonti

5 prospettive sulla stessa storia
AI · summaries
benzinga.comStai leggendo10 h fa

Micron Earnings Echo Nvidia's 2023 Moment? Futurum CEO Says Memory Chips Are 'The GPUs Of Three Years Ago

Futurum CEO Daniel Newman likened AI memory chips to Nvidia's early AI-era GPUs, maintained a $1,500 Micron price target.

originale
investors.com1 g fa

Micron Earnings Seen Rising 987% Amid AI Megatrend

Micron stock is trading in record high territory as the memory-chip maker benefits from huge demand from AI data centers.

Leggi questa versione → originale
markets.businessinsider.com3 g fa

Micron’s (MU) Stock AI Tailwind Grows as Memory Shortage Hits PCs, iPhones, and Gaming Consoles

Carenza DRAM/NAND da domanda AI alza prezzi memoria: Micron (+300% YTD), Samsung, SK Hynix controllano l'oligopolio. Per CTO/infrastrutture: HBM e storage diventano critical e costosi per 24+ mesi, richiedendo rebalance procurement e architetture.

Leggi questa versione → originale
cryptobriefing.com2 g fa

Micron earnings report set for June 24, profit growth near 1,000%

Micron Q3 earnings (June 24) post ~930% profit growth on sold-out HBM for AI accelerators; revenue $34.5B, 81% margins, supply scarce until 2027. Sold-out HBM inventory locks premium pricing through 2026, signaling memory supply—not GPU compute—constrains enterprise AI deployment and ROI decisions.

Leggi questa versione → originale
axios.com5 h fa

Micron earnings expectations have gone vertical

Micron shares are up over 250% so far this year, and more than 750% over the last 12 months.

Leggi questa versione → originale

Timeline cronologica

  1. domenica 21 giugno 2026·markets.businessinsider.com

    Micron’s (MU) Stock AI Tailwind Grows as Memory Shortage Hits PCs, iPhones, and Gaming Consoles

    Micron Technology (MU), a U.S.-based maker of memory and storage chips, is emerging as one of the biggest winners of the AI boom, with rising de...

  2. domenica 21 giugno 2026·cryptobriefing.com

    Micron Technology receives 57 buy ratings as analysts push targets near $1,500

    Micron Technology has earned up to 57 buy ratings from Wall Street analysts, with price targets reaching $1,500 and higher amid the AI memory demand surge.

  3. domenica 21 giugno 2026·cryptobriefing.com

    Micron Technology's earnings report expected to show 1,000% profit growth

    Micron Technology's fiscal Q3 2026 earnings report is expected to show roughly 1,000% EPS growth year-over-year, driven by surging AI memory demand.

  4. domenica 21 giugno 2026·cryptobriefing.com

    Micron earnings report set for June 24, profit growth near 1,000%

    Micron Technology reports fiscal Q3 2026 earnings June 24 with analysts forecasting 932% EPS growth driven by AI memory demand and $34.5B revenue.

  5. lunedì 22 giugno 2026·investors.com

    Micron Earnings Seen Rising 987% Amid AI Megatrend

    Micron stock is trading in record high territory as the memory-chip maker benefits from huge demand from AI data centers.

  6. mercoledì 24 giugno 2026·benzinga.com

    Micron Earnings Echo Nvidia's 2023 Moment? Futurum CEO Says Memory Chips Are 'The GPUs Of Three Years Ago

    Futurum CEO Daniel Newman likened AI memory chips to Nvidia's early AI-era GPUs, maintained a $1,500 Micron price target.

  7. mercoledì 24 giugno 2026·axios.com

    Micron earnings expectations have gone vertical

    Micron shares are up over 250% so far this year, and more than 750% over the last 12 months.

  8. mercoledì 24 giugno 2026·cryptobriefing.com

    Micron reports Q3 earnings after market close today as AI memory demand drives massive growth expectations

    Micron Technology reports fiscal Q3 2026 earnings today with analysts projecting $35B revenue driven by AI memory demand, plus tokenized MU shares on

  9. mercoledì 24 giugno 2026·cryptobriefing.com

    Investors await Micron earnings amid chip sector volatility

    Micron Technology reports fiscal Q3 2026 earnings on June 24 with revenue projected between $33.5B and $36B. Here's what it means for chip stocks and