Quick Read Micron (MU) posted Q1 FY2026 revenue of $13.64B, beating estimates by 5.91%, with earnings up 771% and GAAP gross margins expanding to 56.0% from 38.4% year-over-year. SK Hynix secured an $8B EUV order from ASML and is listing on U.S. exchanges, creating a direct competitor for AI memory demand. Google’s TurboQuant algorithms compress AI model memory requirements by 6× without accuracy loss, structurally threatening long-term DRAM and HBM demand that underpins Micron’s growth narrative. Ha ...