Micron Technology (MU) Pre-earnings Analysis Since the market correction in April, Micron Technology has stood out as of the one of the most successful stocks on the market, returning nearly 300% to its investors. Now that very rally will be tested on Micron’s upcoming earnings, which will not only have to meet expectations, but they’ll have to exceed forecasts and raise guidance in order to keep investors interested at these prices. Micron’s Last Earnings Last quarter, Micron posted an astonishing 197% YoY growth, taking their revenue from $8.05 billion in Q2 2025 to nearly $24 billion in Q2 2026. The growth came from the unprecedented demand for AI memory, especially as data centers require more DRAM, NAND, and high bandwidth...
The household names of the early 2000s have been catching the spotlight in recent months as companies like Dell and HP regain momentum on their successful AI pivot. However not all names who pivoted to the AI buildout gained the same attention…Oracle being a prime example. Although Oracle is becoming a major player in AI infrastructure, investors have turned their backs on it because of the growing debt it’s taken to fund its ambitious projects. The concern is understandable. Oracle is no longer being viewed as a slow legacy software company with a predictable cloud business. It is now being viewed as an aggressive AI infrastructure company that is spending heavily to secure its place in the next phase of...
A Wild Year for Cybersecurity The last 12 months have been an absolute rollercoaster for cybersecurity firms as they grapple with the threat of artificial intelligence and quantum computing. Earlier this year, questions were raised about the long term durability of traditional cybersecurity platforms as AI began changing both sides of the equation. On one hand, AI gives companies better tools to detect threats, automate responses, and protect massive cloud environments in real time. On the other hand, it also gives hackers a much more powerful weapon. Phishing attacks can now look more realistic, malware can be developed faster, and bad actors can scan for weaknesses at a speed humans simply can’t match. Then you add quantum computing into the...
The database is not the flashy part of AI, but it is a critical part of the infrastructure. AI models are only useful if they can access clean, organized, searchable company data…which is where MongoDB is trying to fill the gap. MongoDB wants to be where companies store the data that AI apps need to use. They’ve already been successful at storing company data before this, with 75% of their customers being Fortune 100 companies. However the company does face fierce competition from the very same companies they work with. Cloud providers like Microsoft’s Azure, Amazon’s AWS, and Google Cloud are all used by companies across the globe for cloud computing…each of these companies also offer their own cloud storage...
At $5.4 trillion in market capitalization, Nvidia has become the largest companies in history. At such a valuation, the bar is set high for earnings today after market close. Nvidia is obviously the undisputed leader in the AI boom. They’ve become the Apple of this decade, with investors anticipating new product releases like it’s the new iPhone model. Every new release generates the company billions of dollars, and the astonishing part is their ability to operate at extremely high margins. The $1 Trillion Outlook CEO Jensen Huang revealed that Nvidia has high visibility for $1 trillion in cumulative revenue from its Blackwell and Rubin platforms alone between 2025 and the end of 2027. If this target is achieved, that would...
