WS #15191
Micron delivered a massive earnings beat for FY2026, with revenue quadrupling to $133 billion and data center revenue jumping 11-fold. This result confirms the insatiable demand for AI memory and storage, providing a strong bullish counter-narrative to the broader tech selloff driven by yields. The earnings strength suggests that AI infrastructure capex remains robust despite macro headwinds.
Micron AI Earnings Beat
Micron delivered a massive earnings beat for FY2026, with revenue quadrupling to $133 billion and data center revenue jumping 11-fold. This result confirms the insatiable demand for AI memory and storage, providing a strong bullish counter-narrative to the broader tech selloff driven by yields. The earnings strength suggests that AI infrastructure capex remains robust despite macro headwinds.