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semiconductor supply

2 articles
Investing.comInvesting.com··Itai Smidt

Micron's HBM Windfall Sets Stage for Historic Earnings Rerating

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.
MUearnings growthAI data centers
The Motley FoolThe Motley Fool··Harsh Chauhan

Arista Networks Eyes 25% Growth as AI Data Center Demand Accelerates

Arista Networks forecasts 25% growth in 2026, buoyed by surging AI data center demand and a $5.4 billion backlog. Strong Q4 results exceeded expectations with 29% YoY revenue growth.
ANETstock valuationAI infrastructure