BREAKING
Chip Stocks Rebound on Micron Results
0
B
Q3 revenue
0
$
adjusted EPS
0
%
gross margin
Gross Margin 37.7% to 84.6%
Year ago
37.7
Now
84.6
0
B
Q4 revenue guide
0
$
Q4 EPS guide
0
%
MU after hours
Bulls vs Bears on the AI Rally
Bull case
●
HBM demand durable
●
Hyperscaler capex heavy
●
Contracts visible to 2030
Bear case
●
Debt-funded capex
●
Oversupply worries
●
AI backlash risk
Recovery or Temporary Bounce?
AI NEWS BLITZ
Semiconductor stocks bounced back as strong Micron earnings revived the AI trade.