Stock Track | Micron Technology Soars 5.08% Intraday on Stellar Earnings and AI-Driven Demand

Stock Track12-19

Micron Technology's stock surged 5.08% during Friday's intraday trading, extending gains after a 10% jump in the previous session. The rally followed the memory-chip maker's better-than-expected earnings and robust guidance, which analysts hailed as historic for the semiconductor industry.

Micron reported Q1 earnings per share of $4.78, beating estimates of $3.96, with revenue reaching $13.6 billion versus expectations of $12.9 billion. The company forecast Q2 revenue midpoint at $18.7 billion, far exceeding consensus estimates of $14.3 billion. Morgan Stanley described the results as "the best revenue/net income upside in U.S. semis history" outside of Nvidia.

The surge reflects soaring demand for Micron's high-bandwidth memory (HBM) used in AI servers, with management noting supply is "sold out for 2026." CEO Sanjay Mehrotra emphasized multi-year contracts with tech giants, stating the HBM market will grow to $100 billion by 2028. Analysts attribute the rally to renewed confidence in the AI infrastructure buildout, dismissing recent overcapacity concerns.

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