Charles Payne: Micron lived up to the hype - Fox Business

In a Fox Business segment, host Charles Payne discusses Micron Technology's Q3 FY26 earnings with Spear Invest CIO Ivana Delevska. The analysis highlights Micron's strong performance exceeding market ... Read original →

Micron’s Q3 beat stems from strategic bets on HBM3E and LPDDR5X, not luck. This triggers a tech cascade: AI server demand is forcing TSMC to expand CoWoS capacity and accelerating EUV adoption in DRAM. Geopolitically, Micron mitigates U.S. export controls by segregating automotive-grade and consumer memory production at its Xi’an facility, insulating supply chains. With Samsung likely to retaliate via pricing and SK Hynix racing toward HBM4, Micron’s long-term agreements with NVIDIA and Microsoft lock in premium demand. Over the next 18 months, as AI inference migrates to edge devices, automotive and mobile memory will become critical battlegrounds—Micron’s ability to port data-center-grade reliability into automotive electronics could cement an unassailable moat.