Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold

Published 30 Sep 2026, 20:42 UTC. Updated 01 Oct 2026, 21:02 UTC.

Micron is up over 500% in the past year as the company benefits from soaring AI demand.

Directly affected

MU Micron Technology
Named in this report.

Indirectly affected

NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
ASML ASML
Chipmaking-equipment sales follow export rules
AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
AMAT Applied Materials
Chip-equipment makers feel export controls
LRCX Lam Research
Chip-equipment makers feel export controls
SMH VanEck Semiconductor
A fund of semiconductor companies
SOXX iShares Semiconductor
A fund of semiconductor companies
QQQ Invesco QQQ
Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
MU	—	—	—	—	—	—	—
NVDA	—	—	—	—	—	—	—
TSM	—	—	—	—	—	—	—
ASML	—	—	—	—	—	—	—
AVGO	—	—	—	—	—	—	—
AMD	—	—	—	—	—	—	—
AMAT	—	—	—	—	—	—	—
LRCX	—	—	—	—	—	—	—
SMH	—	—	—	—	—	—	—
SOXX	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—

The price since 30 Sep 2026: Micron Technology (MU) versus the S&P 500

Since the first closing price after “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold,” Micron Technology (MU) is -17.59%. The S&P 500 fund (SPY) is +0.33% over the same days, a -17.92% difference versus the market.

SPY

Filings that name Micron Technology (MU) around 30 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Micron Technology (MU)

Companies mentioned with this story

MU Micron Technology
For “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold,” Micron Technology (MU) is linked, with no stored direction, medium confidence. Reason on file: GA selected MU as a RELATED security because its canonical security name directly matches this event's themes: technology, micron. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
AQN Algonquin Power & Utilities
Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold.” Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Micron Technology (MU)

“Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold” (30 Sep 2026) reaches Micron Technology (MU) through this story.

What ties Micron Technology (MU) to the headline is this: GA selected MU as a RELATED security because its canonical security name directly matches this event's themes: technology, micron. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, SuperX AI Technology (SUPX): GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Micron Technology (MU) price range

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. MU traded between 858.00 and 1108.58 across 20 sessions. The latest close on file is 904.87. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

What the saved facts support for Micron Technology (MU)

100 out of 100

“Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold” scores 100 out of 100. The score uses 6 linked companies.