Micron earnings and the outlook for the memory boom
CNBC says Micron is generating margins that would have been almost unthinkable in earlier memory cycles, while its stock still trades at a low earnings multiple.
TLDR
On September 29, 2026, CNBC said Micron's earnings were expected that week and could test whether the memory boom had more room to run. CNBC described the company's margins as unusually high by past memory-cycle standards, while its stock still traded at a low earnings multiple.
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