Micron Technology (MU)

And it won't even be all that hard to get there.

BOISE, Idaho, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal fourth quarter earnings conference call on Wednesday, Sep. 30, 2026, at 2:30 p.m. Mountain time.

Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.

CEO Sanjay Mehrotra's comments indicate that the memory industry is poised to get bigger over the long run.

AINewsWire Editorial Coverage : Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to hit approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) ( Profile ) is one of the companies aiming to serve this emerging market. The firm is building out Atlas One, the inaugural development stage of its broader Project Atlas initiative, which combines AZIO AI’s south Texas property holdings, contracted behind-the-meter natural gas power generation, dedicated fiber connections and modular computing infrastructure. This project is helping build momentum for the company as it works alongside major industry players shaping the AI sector, such as Micron Technology Inc. (NASDAQ: MU), Super Micro Computer Inc. (NASDAQ: SMCI), Dell Technologies Inc. (NYSE: DELL) and..

AZIO AI Holdings (NASDAQ: AZIO) is positioning its Atlas One development in south Texas to address growing demand for the physical infrastructure supporting artificial intelligence, including land, power, connectivity and modular computing capacity. The project spans more than 548 acres and is engineered for up to 500 MW of planned behind-the-meter power capacity, with approximately 6 MW of off-grid power already installed to support modular data centers and enterprise fiber connectivity secured through a Master Services Agreement with AT&T. AZIO is directing capital, equipment and engineering resources toward the initial 11 MW phase as worldwide investment in AI infrastructure continues to expand and computing capacity increasingly emerges as a long-duration, revenue-generating infrastructure asset.

Manish Bhatia appointed President and Chief Operating Officer; Scott DeBoer appointed President and Chief Technology and Products Officer 

AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to hit approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (profile) is one of the companies aiming to serve this emerging market. The firm is building out Atlas One, the inaugural development stage of its broader Project Atlas initiative, which combines AZIO AI's south Texas property holdings, contracted behind-the-meter natural gas power generation, dedicated fiber connections and modular computing infrastructure. This project is helping build momentum for the company as it works alongside major industry players shaping the AI sector, such as Micron Technology Inc. (NASDAQ: MU), Super Micro Computer Inc. (NASDAQ: SMCI), Dell Technologies Inc. (NYSE: DELL) and Eaton Corporation plc (NYSE: ETN).

UnitedHealth still looks like a compelling long-term investment.

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The AI investment trend isn't expected to slow down anytime soon.

Memory chips bounced back, oil sank, and hard assets kept climbing. Here's what moved the market ahead of Nvidia's big report.

NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.

A lot will depend on whether AI-related spending continues to grow at a good clip.

Micron stock has lost momentum lately, and that isn't surprising given its strong margin profile, which may not leave room for exponential earnings growth in the future.

Analog Devices fuels the AI boom without high capital expenditures.

Supply shortages will likely persist beyond 2027.

The memory maker's customers have committed to buying fixed volumes through 2030 -- whatever prices do. The supply they want most still doesn't exist.

The GPU giant's earnings report could serve as a bellwether for memory companies.

The companies that make AI hardware fell Monday while the ones that buy it rose. That split sets up a huge week for Nvidia.