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Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.

Lovable, Replit, and others are raising billions as Big Tech both bets on and panics about AI-built software.

The IPO flips expectations: a rocket company lands among megacaps even while revenue is far smaller.

A $30 billion implied arrangement reshapes who supplies AI muscle, and how tech boards think about capacity and concentration.