Micron Technology news
The latest Micron Technology news, : Western Digital sees 69% revenue jump in next quarter on AI storage demand.
11 stories mentioning Micron Technology since 10 September 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.
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Western Digital sees 69% revenue jump in next quarter on AI storage demand
Western Digital reported a 55% revenue increase to $4.38 billion in its first quarter of fiscal 2027, ending October 2. Non-GAAP gross margins rose to 58.1% from 43.9% year-over-year, and earnings per share surged 161%…
1 sourcefinance.yahoo.com -
AI spending nears $1 trillion annually, risking Nvidia and Micron
AI capital expenditures are approaching $1 trillion yearly, fueling demand for chipmakers like Nvidia and Micron Technology. Both companies reported record revenue in recent quarters: Nvidia earned $96.2 billion in…
1 sourcefool.com -
Opinion: Credo Technology Group unveils 1.6‑terabit ZeroFlap Active Light Cable
Credo Technology Group (CRDO -10.04%) designs active electrical cables (AEC) that let hyperscalers link servers and switches at 800 gigabits per second over copper. The company also sells the retimer and digital signal…
1 sourcefool.com -
Chamath says Nvidia controls most AI memory supply, leaving Google short
Microsoft announced its third‑generation Maia 300 AI chip on Oct. 12 and said it will scale the chips to multi‑gigawatt deployments starting in 2027. The chip is designed for higher memory bandwidth, but Chamath…
1 sourcefinance.yahoo.com -
Opinion: TSMC seen as AI chip stock with most upside through 2030
The author argues that Taiwan Semiconductor Manufacturing (TSMC) offers the greatest long‑term upside among AI chip makers through 2030. While Nvidia remains the dominant GPU supplier, its biggest customers – Alphabet,…
2 sourcesfinance.yahoo.com -
Jabil AI revenue may reach $22.1 billion in fiscal 2027
Jabil, a contract electronics manufacturer, reported strong financial results for fiscal 2026, which ended on August 31. The company generated $36 billion in revenue, a 21% increase from the previous year. Non-GAAP…
1 sourcefinance.yahoo.com -
Vanguard tech ETF provides low-cost exposure to AI chip makers
The Vanguard Information Technology ETF (VGT) is heavily weighted toward semiconductor companies, with semiconductors, materials, and equipment making up 42% of the fund and six of its ten largest holdings—Nvidia,…
1 sourcefool.com -
Wall Street Analysts See 136% Upside for Nvidia, 126% for Micron in AI Infrastructure Boom
Wall Street analysts are projecting dramatic upside for two leading AI infrastructure stocks, Nvidia and Micron Technology, as demand for AI‑accelerated hardware continues to surge. According to a select group of…
6 sourcesfinance.yahoo.comfool.cominvezz.com247wallst.com -
Nvidia VR200 BOM Reveals 70% GPU Value Capture
In an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, a single line item on the $4 million bill of materials is absorbing most of the cost. The Vera Rubin GPUs themselves account for 70%, with DRAM adding…
1 source247wallst.com -
AI stocks slump globally after Amodei, Altman, and Musk call for development slowdown
Global AI-linked equities experienced a sharp decline on Monday following a coordinated call from industry leaders to slow the pace of artificial intelligence development. Anthropic CEO Dario Amodei published an essay…
45 sources HN 5CNBC Technologyfinance.yahoo.compropakistani.pklatimes.com +13 more -
Nvidia and Palantir Signal Continued AI Build-Out
Two prominent players in the AI landscape, Nvidia and Palantir, have signaled that their growth is continuing unabated. Nvidia's latest earnings report showed a significant increase in revenue to $96.2 billion, driven…
5 sourcesfinance.yahoo.cominvezz.comfool.com
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As of 28 October 2026: Western Digital sees 69% revenue jump in next quarter on AI storage demand. Western Digital reported a 55% revenue increase to $4.38 billion in its first quarter of fiscal 2027, ending October 2.