Forget AMD And Micron — The Next Wave Of AI Winners Are The Ones Nobody Talks About - Advanced Micro Devi

Why Wall Street thinks US memory maker Micron is the next Nvidia | TechCrunch

Micron stock jumped 236% to $1,132/share on AI memory demand: Q3 revenue $41.45B, profit $28.2B, briefly topping Meta and Tesla at $1.27T market cap. Sixteen long-term supply contracts with Nvidia, Anthropic and hyperscalers through 2027 lock demand, breaking the memory sector's historical boom-bust cycle.