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STOCKS Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive Money Morning Team June 29, 2026 BY THE NUMBERS $41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion. $25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone. 84.9% — Gross margin in Q3. Management

Key Points Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks. Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility. As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut. 10 stoc

The AI Memory Supercycle Could Last Longer Than Investors Expect. That's Great News for Micron and Sandisk. Marc Guberti, The Motley Fool June 28, 2026 4 min read MU +0.94% SNDK -0.03% NVDA +0.37% Explore stocks on Coinbase Trading disclosure The latest earnings for Micron (NASDAQ: MU) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 re

The latest earnings for Micron ( MU +1.18% ) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages. Even though Micron, Sandisk ( SNDK +0.10% ), and other memory companies have mostly gone parabolic over

DAILY MARKET COMMENTARY MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON   By  RIA TEAM  | Jun 26, 2026 Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar

The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su

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