Micron revenue hits nearly $42B as AI memory lifts gross margins above 81%
Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.

Loading the Newsroom
Curating from trusted global sources…
315 briefings · “ea”
Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.
Within minutes, Toby Fox's episodic RPG blows past its own record, changing what “momentum” looks like on Steam.
The satellite and rocket company’s quick $25 billion borrowing move signals how it plans to finance scale after going public.
On Thursday, Accenture hit its biggest one-day drop on record after forecasting worries that AI could hollow out consulting.
Big IPO, bigger options debut: what it means for investors, risk teams, and anyone benchmarking market appetite.
SpaceX exercised its option for Cursor in an all-stock deal worth $60 billion, reshaping AI dealmaking expectations.
The valuation jump of $1T in a single day changes the reference point for risk capital and public-market comps.
Market cap, Musk wealth, and retail mechanics collide with acquisition-driven AI spend and looming investor scrutiny.
Lovable, Replit, and others are raising billions as Big Tech both bets on and panics about AI-built software.
The kill switch reality is colliding with Europe’s cloud, compute, and regulatory bottlenecks.
What looks like a simple streaming bet is actually a $22 billion corporate reshuffle with board and regulatory gravity.
A two-day post-IPO comment on X frames a trillion-dollar pace by 2030, with implications for investors and regulators.