Micron’s AI-Driven Surge: Record Results Fuel Stock Rally

The unprecedented demand for artificial intelligence infrastructure has propelled memory chip manufacturer Micron to deliver staggering financial results. Following its September 23 earnings release, the company’s shares surged to unprecedented levels, igniting discussions among investors about whether this AI-fueled rally possesses enduring strength or if the market has already accounted for the sector’s growth potential.

Micron’s fiscal fourth quarter 2025 results revealed extraordinary growth, with revenue reaching $11.32 billion—a substantial increase from the $7.75 billion reported during the same period last year. For the entire 2025 fiscal year, the company posted $37.38 billion in total revenue alongside a remarkable GAAP net income of $8.54 billion.

Market expectations had been set at approximately $11.2 billion in quarterly revenue, but Micron comfortably surpassed these projections. The company... Read more...