المنشور

Micron’s earnings could be a major test for the AI hardware trade. Q4 guidance points to $50B revenue, $31 non-GAAP EPS and 86% gross margin, with the midpoint implying 20.6% sequential growth. Markets will be watching HBM4 demand, DRAM/NAND pricing and margin durability. The bigger question: Can AI data-center demand keep memory supply tight enough to justify these expectations? #MicronEarningsAhead