{"id":590419,"date":"2026-09-04T22:50:10","date_gmt":"2026-09-04T22:50:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/590419\/"},"modified":"2026-09-04T22:50:10","modified_gmt":"2026-09-04T22:50:10","slug":"micron-rockets-4-2-as-gpt-6-reignites-the-memory-trade","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/590419\/","title":{"rendered":"Micron Rockets 4.2% as GPT-6 Reignites the Memory Trade"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Micron Technology (NASDAQ:MU<\/a>), the American memory-chip giant, surged<\/a> approximately 4.2% to $998.385 Friday as OpenAI’s GPT-6 Astra launch threw fresh fuel onto the AI-infrastructure trade. Micron has now rocketed roughly 236% in 2026, pushing its market value to approximately $1.14 trillion. <\/p>\n

\"Micron<\/a> Micron Rockets 4.2% as GPT-6 Reignites the Memory Trade \u00b7 us.finance.gurufocus <\/p>\n

The numbers explain the excitement. Fiscal third-quarter revenue hit $41.46 billion, while adjusted free cash flow reached a staggering $18.3 billion. Cloud-memory sales delivered $13.77 billion and the core data-center business generated another $11.52 billion. Combined, those two engines produced approximately 61% of Micron’s total revenue. <\/p>\n

\"Micron<\/a> Micron Rockets 4.2% as GPT-6 Reignites the Memory Trade \u00b7 us.finance.gurufocus <\/p>\n

But the stock is no longer priced for an ordinary memory cycle. At $998.385, Micron trades 61.51% above its $618.17 GF Value, showing just how much AI growth investors have already baked into the shares. GPT-6 Astra could unleash more memory-intensive training and inference, but it is not a disclosed Micron contract. That puts September 30 earnings squarely in the spotlight: Micron must prove the AI frenzy is still producing real orders, firm pricing and durable cash flow. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the American memory-chip giant, surged approximately 4.2% to $998.385…\n","protected":false},"author":2,"featured_media":590420,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,290761,290760,290759,363,364,290758,57311,99380,35953,242462,111,139,69,145],"class_list":["post-590419","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-approximately-1-14-trillion","tag-approximately-4-2","tag-approximately-61","tag-artificial-intelligence","tag-artificialintelligence","tag-gpt-6-astra","tag-gurufocus","tag-micron","tag-micron-technology","tag-mu","tag-new-zealand","tag-newzealand","tag-nz","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/590419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=590419"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/590419\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/590420"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=590419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=590419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=590419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}