Micron Surges 4.2% as GPT-6 Launch Fuels AI Memory Demand

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โดย GuruFocus·US·Read original
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Micron Technology shares jumped about 4.2% to $998.385 on Friday after OpenAI's GPT-6 Astra launch reignited the AI-infrastructure trade, extending the memory-chip maker's 2026 rally to roughly 236% and lifting its market value to approximately $1.14 trillion. The company's fiscal third-quarter revenue reached $41.46 billion, with adjusted free cash flow of $18.3 billion. Cloud-memory sales contributed $13.77 billion and the core data-center business added $11.52 billion, together accounting for about 61% of total revenue. However, the stock now trades 61.51% above its GF Value of $618.17, reflecting high investor expectations. Since GPT-6 Astra is not a disclosed Micron contract, the upcoming September 30 earnings report will be critical to confirm that AI demand is translating into real orders, firm pricing, and durable cash flow.

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