美光-与 CFO 的路演要点：聚焦强劲执行力与有利市场环境

February 16, 2026 09:20 AM GMT Micron Technology Inc | North America NDR with CFO focuses on strong execution and favorable market backdrop This week, we hosted CFO Mark Murphy and head of investor relations Satya Kumar for a number of investor meetings in Boston. Management remains enthusiastic about the opportunities ahead for the company across products and end markets but especially in AI. Stock remains our Top Pick in semis. Micron reiterated recent commentary that it sees supply demand tightness persi ...