Micron beats earnings but stock cools as market frowns at margin guidance
BenBajarin · x · 2026-10-01
Analyst Ben Bajarin on Micron ($MU) earnings: a solid beat, but a moderate after-hours reaction as investors frown at the margin guidance. The irony: a memory industry that has historically averaged single-digit margins is now being criticized for not heading to 90% — a sign of how far AI demand has shifted expectations.
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