Micron Technology is about to release its Q4 fiscal year 2026 results. The market focus is on the continuity of its growth momentum rather than on single-quarter figures. The key variables are high-bandwidth memory (HBM). It is not only a profit amplifier, but also worsens supply shortages by consuming several times more wafer capacity. The article notes that the real highlights of the earnings report are capacity, pricing bands, and Micron's supply roadmap for fiscal year 2027.
1, Trump will sign an AI executive order, proposing to rename "artificial intelligence" to "superintelligence"
2, Anthropic discloses that it has signed a compute-power agreement with SpaceX worth up to $84.5 billion
3, Peter Brandt says Bitcoin could reach $600,000 by 2029 and calls XRP "a fool's coin".
4. The chairman of the SEC: The financial system is moving toward the crypto era; hopes that stocks will be put on-chain
5. U.S.-Iran negotiations hit a stalemate; Trump may resume military operations after the midterm elections
6. Not long after Sony announced that players do not own all rights to its games, Linear Fox founder Nathan Fargo hacked the PS5.
7. Bitget protection fund has topped up $300 million; the balance is 3,705 BTC
8. Gemini co-founder: Zcash’s popularity is like the crypto market of 2019
9. U.S. stocks open higher: AI concept stocks broadly rise; Super Micro Computer gains over 2.8%
