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4 reports

Apr 27, 2026

Daily Brief β€” Monday, April 27, 2026

Mali's Defense Minister assassinated (LVL 7). Iran floats new peace offer as Hormuz blockade holds β€” Brent above $100, WTI +1.8% pre-market. VZ beats and raises. DPZ misses. CMCSA -13%. Mega-cap tech week begins: GOOGL, MSFT, META all report Wednesday–Thursday.

Mar 14, 2026 MU

Earnings Preview: Micron (MU) β€” March 18, 2026 | The AI Memory Trade at an Inflection

Micron reports Q2 FY2026 earnings on March 18 β€” the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.

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Earnings Recap: Micron (MU) β€” Q3 2026

Micron crushes Q3: $25.11 EPS (24% beat), $41.5B revenue (18% beat), memory stays tight through 2027.

Apr 24, 2026

Semis Explode: Intel +24%, AMD +14%, QCOM +11% β€” What Just Happened

The semiconductor sector had its best single-day performance in years. Intel surged 23.6% on a blowout earnings beat and surprise AI chip pipeline. AMD ripped 13.9% on strong datacenter demand. What it means for the AI trade and Monday setup.