Locator: 50726MICRON.
Profits
May 5, 2026:
Micron
May 9, 2026: link here.
News
The usual suspects:
- AMD: soars 15%; earnings exceed estimates
- Samsung: hits $1 trillion evaluation
- Micron: zooms past $700 billion market cap
- AAPL: valuation -- $4.17 trillion
Other news:
- Trump pauses Project Freedom (after two days): could set up huge rally
- Super Micro: shares surge 18%; guidance beat; revenue more than doubles
- Lucid: suspends production guidance; new CEO; Saudi major contributor; hit hard by blockade of Strait of Hormuz
- Spirit: biggest corporate collapse in a decade
- NYC: Citadel founder Ken Griffin will double down on Miami; moving away from NYC
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Chart
Profits
TSMC: $81 billion.
SK Hynix: $115 billion.
Samsung: $151 billion, almost double TSMC's.
AMD's income pales in comparison.
Intel (INTC)? For 1Q26, Intel reported a loss of $4 billion for the quarter. Intel is valued at one-half trillion dollars (market cap). BRK has almost one-half trillion dollars in cash.
Nancy Pelosi? Somewhat less.
Ilhan Omar? Whatever number she says it is.
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Charts At the Close
AMD:
MU:
