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Market Analysis 2026-08-10T15:53:40+00:00

Micron (MU) posted 346% revenue growth and 84.6% gross margins while Intel (INTC) absorbed an $11 billion net loss driven by foundry losses. Sanjay Mehrotra locked in 16 Strategic Customer Agreements worth ~$100 billion in minimum revenue, with floor-price margins exceeding any prior peak. Micron guided fiscal Q4 to $50 billion in revenue at ~86% gross margin, while Intel faces double-digit PC demand declines in 2026. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.See the full list FREE now. Micron Technology(NASDAQ:MU) andIntel(NASDAQ:INTC) both reported blockbuster earnings, but the underlying businesses tell very different stories. Micron delivered a fifth consecutive quarterly revenue record as AI memory demand ran hot. Intel posted its seventh str

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