Micron Technology, Inc. (NASDAQ:MU) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Analysts were overly pessimistic about Micron's earnings, but the company exceeded expectations with strong guidance, particularly in HBM and DRAM demand. I recap Micron's supply and demand situation, ...