Micron: The Boom And Bust Memory Cycle Could Finally Be Dead (NASDAQ:MU) - Seeking Alpha
Stock IdeasLong IdeasTech Micron: The Boom And Bust Memory Cycle Could Finally Be DeadJul 28, 2026, 11:30 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock83 Comments5 LikesSteven Fiorillo42.44K FollowersFollowSummaryMicron is transforming from a cyclical commodity business to a contracted model, underpinned by 16 take-or-pay agreements through 2030 covering ~$100B in minimum revenue.Q3 2026 was a record quarter: $41.46B revenue (+346% YoY), 84.9% gross margin, $25.11 EPS, and a net cash position of $24.4B.MU trades at I've been covering the markets long enough to know how memory cycles are supposed to end.
Ahead of hearing, FDA questions the efficacy of Capricor’s Duchenne drug - STAT
STAT Plus: Pharma’s drug spending deflection By Bob Herman Biotech Ahead of hearing, FDA questions the efficacy of Capricor’s Duchenne drug Capricor had previously said its drug, called deramiocel, hit its targets in a Phase 3 study Manage alerts for this article Email this article Share this article Sarah Silbiger/Getty Images By Jason Mast Jason is a general assignment reporter, with particular focus on genetic medicine and rare disease. Confidential tips can be sent on Signal at JasonMast.77.
Oil drops, stock futures surge at the weekly open - investingLive
Happy Monday to all the bulls out there, and to the oil bears. There was an inkling of what was coming on Friday's price action and we got confirmation over the weekend as the US halted strikes.
Say goodbye to neck pillows. We tried out Emirates' new headrest, and it's a game changer. - Business Insider
Business Insider's aviation reporters have flown economy with over two dozen airlines, but Emirates' Airbus A350 has the fanciest coach cabin we've seen by far. The Dubai-based airline unveiled the U-Dream headrest on Monday, and we got to try it out at the UK's Farnborough Airshow.