Micron set to out-earn Magnificent Seven as AI memory demand surges

  • Micron is projected to exceed every Magnificent Seven company in quarterly operating income amid the AI-driven memory boom.
  • Micron added about $43 billion in sales from the year-ago quarter and issued strong guidance after beating sales and profit forecasts.
  • Analysts expect strong AI-related demand but disagree over how new capacity could affect memory pricing and margins.

Micron Technology is emerging as a major beneficiary of the artificial-intelligence infrastructure boom, with a chart shared by X user Trade Whisperer indicating the company is on track to generate more quarterly operating income than any of the Magnificent Seven: Microsoft, Google, Apple, Amazon, Meta, Tesla and Nvidia. Micron added about $43 billion in sales from the year-ago quarter, exceeded Wednesday's sales and profit forecasts and issued strong guidance, although executives' margin comments drew concern. Its shares were described as up 285% year to date in one account and almost 300% in 2026 in another, while analysts remain divided over whether demand will continue absorbing new supply and supporting elevated memory prices.

The information on this website is generated using AI and we cannot guarantee its accuracy. Please use it as reference information only.