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Bank of America resets Micron stock forecast as AI ‘memory tax’ rises

Business - Latest - Google News · October 3, 2026

Bank of America resets Micron stock forecast as AI ‘memory tax’ rises  thestreet.comEarnings call transcript: Micron tops Q4 2026 estimates as demand stays hot  Investing.comMemory executives expect RAM shortage to continue through 2028  Ars TechnicaMicron projects USD 61.5 billion Q1FY27 revenue driven by Core Data Center and AI memory growth  ET DatacentersMicron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026  techpowerup.com

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