MU Earnings Preview: Cementing its Place in AI Infrastructure
Schwab Network · Schwab Network
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Show Notes
Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedrock of AI infrastructure. John owns MU shares and gives his outlook for shares, which are near highs going into the report.
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