2 ‘AI Bottleneck Stocks’ That Could Continue Their Heroic Run For Investors – AAOI + MU
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Micron (MU) reported Q1 FY26 revenue of $13.6B (21% QoQ, 57% YoY) with data center accounting for 60% of total revenue, while the company is investing $100B in a New York megafab operational by 2030 and $20B in FY26 capex to capture AI memory
Quick Read
Micron (MU) reported Q1 FY26 revenue of $13.6B (21% QoQ, 57% YoY) with data center accounting for 60% of total revenue, while the company is investing $100B in a New York megafab operational by 2030 and $20B in FY26 capex to capture AI memory
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