Micron Technology (MU.O) reported fiscal 2026 Q4 revenue of $54.229 bln, up from
$11.315 bln a year earlier and above the $50.584 bln consensus. The company said
rapid AI-driven demand is producing unprecedented orders and guided fiscal Q1
revenue at roughly $60–63 bln versus an analyst average of $56.8 bln. Adjusted
EPS was about $38.15, versus $36.02 expected. Shares rose under 1% in
after-hours trading. Morgan Stanley analysts said: "We view near-term market
conditions as very good; strong demand and price gains are evident. The debate
has clearly shifted from how good it can get to how long the upside can be
sustained."