Previewing MU Earnings: 'How Much is Baked Into the Cake?'
Schwab Network · Schwab Network
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Show Notes
Micron (MU) earnings will be the marquee name reporting after Tuesday's close. Phillip Streible joins Diane King Hall to preview the report. He is expecting a "great report" but is wondering "how much is baked into the cake?" Phillip expects strong revenue growth as memory needs have accelerated with A.I. adoption. He notes the potential risks that international competitor Samsung presents in an evolving battle for market share.
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