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Micron reported record revenue but stock fell 32% amid concerns about cycle saturation, despite being fully booked through 2026.

HBM supply is no longer the bottleneck; capex boom now shifts from 'do we have enough HBM?' to 'will customers actually spend what they committed?'
Trade pressSlicast · July 19, 2026 · US · Source: Google News
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Micron reported record revenue but stock fell 32% amid concerns about cycle saturation, despite being fully booked through 2026.

HBM supply is no longer the bottleneck; capex boom now shifts from 'do we have enough HBM?' to 'will customers actually spend what they committed?'

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In-depth analysis
CommentaryMicron Posts Record $41.5B Quarter as HBM Shortage Reshapes Memory EconomicsCommentaryMicron Signs Co-Design Agreement with Anthropic as HBM Scarcity Reshapes Memory Industry Economics
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Micron reported record revenue but stock fell… · Slicast