Sept. 30 Could Be the Start of a New Paradigm for Micron

Micron Technology is expected to deliver fiscal 2026 Q4 results on Sept. 30 that could reshape market sentiment toward the stock. The article argues that the AI-driven demand for memory chips represents an unprecedented, multi-year growth wave unlike historical cyclical patterns, with data center spending projected to reach $3-4 trillion by 2030. Currently trading at only 6.8x fiscal 2027 earnings, Micron stock may be undervalued if this elevated demand persists beyond next year.