Micron edged slightly higher on Friday, but still finished the week down roughly 3.7% and is now about 19% below its June high. The market continues to expect tight DRAM and NAND supply, with memory prices potentially rising more than 20% in Q3. Micron has also confirmed that it will report FY26 Q4 earnings on September 30. INFERENCE | Oracle’s OCI growth and aggressive CapEx spending continue to validate strong AI infrastructure and memory demand. But the fact that $MU shares did not rally meaningfully tells us something important: the market has already priced in a fairly aggressive combination of memory shortages, higher pricing, and HBM growth. In other words, strong fundamentals may no longer be enough. The next leg higher will likely require Micron to beat already elevated expectat
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