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Deutsche Bank Applauds Micron’s (MU) Consistent Execution and Technical Leadership Following Record Results

Micron Technology Inc. (NASDAQ:MU) is one of the best performing S&P 500 stocks in 2025. On December 18, Deutsche Bank raised the firm’s price target on Micron to $300 from $280 while keeping a Buy rating on the shares. Following another stunning earnings report and outlook, Deutsche Bank noted that Micron has exceeded even the most ambitious market expectations. The firm highlighted particular strength in pricing and gross margins and asserted that the company’s consistent technical execution and capital discipline are driving a shift within the memory industry.

In its FQ1 2026 earnings report, Micron Technology announced that it achieved total revenue of $13.6 billion, which is a 57% increase year-over-year, driven by an explosion in AI-driven demand. Profits significantly exceeded expectations, with a non-GAAP EPS of $4.78, which was up 58% sequentially. The company’s growth was broad-based across its business units. DRAM revenue reached $10.8 billion (79% of total sales), while NAND revenue hit $2.7 billion.

A major highlight of the report was Micron’s dominance in the HBM market. The company has already finalized price and volume agreements for its entire calendar 2026 HBM supply, including the upcoming HBM4, which is scheduled to ramp with high yields in FQ2 2026. Micron now forecasts that the TAM for HBM will reach $100 billion by 2028. Looking ahead to FQ2, Micron projects a revenue of $18.7 billion and a non-GAAP EPS of $8.42, signaling continued acceleration through the remainder of the fiscal year.

Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the US, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

While we acknowledge the potential of MU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MU and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

While we acknowledge the potential of MU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MU and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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