MU - Micron

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• Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands
• SA analyst upgrades/downgrades: TSLA, CRM, MU, and TJX
• Dividend Roundup: Micron Technology, GE Aerospace, Cisco Systems, Nucor, and more
• Micron in focus as Wall Street sees 'broad based strength' ahead
• Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
• Micron signals higher HBM4 share and DRAM-focused $18B CapEx through 2026 as AI data center demand accelerates
• Micron edges higher after outlook eclipses estimates on AI data center demand
• Micron in charts: NAND revenue falls nearly 5% year-on-year
• Earnings Snapshot: Micron FQ1 outlook tops consensus after FQ4 beat
• Micron Technology declares $0.115 dividend
• Micron Technology Non-GAAP EPS of $3.03 beats by $0.17, revenue of $11.32B beats by $160M
• Micron in focus as Stifel ups target ahead of Q4 results
• Storage and memory stocks lead S&P 500 as AI frenzy broadens
• Earnings week ahead: ACN, BB, MU, COST, KBH, and more
• Notable analyst calls this week: Tesla, Union Pacific, and Intel among top picks
• SA analyst upgrades/downgrades: AMD, SNOW, MU, and ABBV
• Micron's shift to higher-value products should lead to strong results next week: Susquehanna
• Mizuho gets bullish on Micron ahead of quarterly results
• Weekly technology check: Oracle shines, while Synopsys and Accenture lag
• U.S. semiconductor sector targeted in new China investigations