MU Micron Technology, Inc. Loading...

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21:30
Apr 29 ◎
Susan Lee CFO, Meta Platforms, Inc. META Q1 FY26 call
Meta explicitly cited higher component costs, particularly memory pricing, as the primary driver of its CapEx guidance increase. — Indicates memory pricing is tightening, benefiting memory suppliers like Micron as hyperscalers absorb higher costs to secure supply.
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About MU Analyst Coverage

Buzzberg tracks MU (Micron Technology, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Susan Lee.