24/7 Wall Street
25 Jun 2026, 11:44 UTC · 2h ago
Micron's Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
25 Jun 2026, 11:44 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Micron reported Q3 2026 revenue of $41.5 billion and EPS of $25, significantly beating Wall Street estimates. — A massive earnings beat in a core AI component (HBM/DRAM) typically triggers immediate upward price revisions and bullish sentiment.
+0.80Micron issued Q4 guidance projecting revenue of approximately $50 billion and net income of $35 billion. — Strong forward guidance suggests accelerating momentum and validates the sustainability of AI infrastructure spending.
+0.70Micron's quarterly profit of $28.2 billion exceeded the profit Nvidia generated at a comparable stage of its AI growth cycle. — Comparing Micron's efficiency and profitability favorably against the industry benchmark (Nvidia) suggests significant relative undervaluation.
+0.50Continue reading
6 related stories
Top 2 movers · tap to explore
The AI sector currently faces systemic headwinds including power bottlenecks, water availability, and land constraints for data centers. — These physical constraints act as a ceiling on the speed of AI infrastructure expansion, potentially limiting the upside for chipmakers.
-0.30Which stocks this story touches
Reported stunning Q3 earnings that crushed estimates, with strong profit growth and a positive Q4 outlook.
Used primarily as a historical benchmark for comparison; though described as a 'winner', the article focuses on its relative overvaluation compared to MU.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Invezz
2h ago
