Feb 16, 2026

Micron (MU) Stock Soars on AI Memory Shortage But Valuation Debate Heats Up

TLDR Micron Technology (MU) stock climbed 315% over 12 months as AI memory demand creates supply shortage expected to last until 2028 First quarter fiscal 2026 revenue jumped 57% to $13.6 billion with DRAM representing 79% of sales and net margin at 28.15% Company broke ground on $100 billion New York semiconductor factory and exited [...]

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