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HBM Chip Demand Fuels a Supercycle: Micron Earnings Beat Expectations, AI Memory Shortage Likely to Persist Beyond 2027

HBM Chip Demand Fuels a Supercycle: Micron Earnings Beat Expectations, AI Memory Shortage Likely to Persist Beyond 2027

This article explores how the AI memory tax fuels the semiconductor supercycle and examines the advantages of Gate’s 24/7 stock trading.

Blog Team06/25/2026

Micron Reports Record Quarterly Revenue of $41.46 Billion: Earnings Beat Across the Board, MU Soars 16% After Hours

Micron Reports Record Quarterly Revenue of $41.46 Billion: Earnings Beat Across the Board, MU Soars 16% After Hours

Micron’s fiscal year 2026 Q3 revenue hit a record high of $41.46 billion, with its after-hours stock price surging nearly 16% to break above $1,200. Driven by strong AI storage demand, gross margin reached 84.9%. Supply constraints are expected to persist beyond 2027.

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

A Comprehensive Analysis of Broadcom’s Q2 Earnings, Market Reaction to Underwhelming AI Chip Guidance, Core Differentiators Between Its GPU and ASIC Strategies Versus NVDA/MRVL, and the Data-Driven Logic Behind Capital Rotation Between Crypto and AI Sectors

Blog Team06/08/2026

2026 AI Semiconductor Bubble Map: Which Stocks Remain Overvalued After Broadcom’s Drop?

2026 AI Semiconductor Bubble Map: Which Stocks Remain Overvalued After Broadcom’s Drop?

Broadcom Earnings Beat Estimates, but Stock Plunges 12.6%: Q2 AI Revenue of $10.8B Still Falls Short of Market Pricing

Blog Team06/05/2026

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Broadcom's Earnings Beat Across the Board — Why Did It Still Plunge 15%? Decoding the AI Expectation Gap and Semiconductor Valuation Repricing

Broadcom's Earnings Beat Across the Board — Why Did It Still Plunge 15%? Decoding the AI Expectation Gap and Semiconductor Valuation Repricing

This article examines the logic behind the divergence between performance and valuation, the risks from Macquarie’s downgrade and Google’s self-developed chips, and the US stock trading entry on the Gate platform.

Blog Team06/05/2026

Why Did CrowdStrike Drop 13% After Earnings Beat? Cybersecurity Valuation Reset into 2026

Why Did CrowdStrike Drop 13% After Earnings Beat? Cybersecurity Valuation Reset into 2026

CrowdStrike’s Q1 revenue beat expectations, but its Q2 growth guidance is only 19%. The stock dropped 13%.

Blog Team06/05/2026

2026 Q1 Earnings Season Wrap-Up: 83% of S&P 500 Companies Beat Expectations—How Will AI Infrastructure Reshape the Market Landscape?

2026 Q1 Earnings Season Wrap-Up: 83% of S&P 500 Companies Beat Expectations—How Will AI Infrastructure Reshape the Market Landscape?

Q1 2026 S&P 500 earnings season: 83% of companies beat expectations, with year-over-year EPS growth revised upward from 14.4% to 28.6%.

Blog Team06/04/2026

PANW Q3 Earnings Beat Expectations: AI Security ARR Surges 60%. How Can You Trade PANW Stock on Gate?

PANW Q3 Earnings Beat Expectations: AI Security ARR Surges 60%. How Can You Trade PANW Stock on Gate?

Gate offers 24/7 trading of PANW stock tokens with zero holding costs, providing a one-stop solution for AI cybersecurity sector allocation.

Blog Team06/04/2026

Dell and HPE Both Beat Earnings Expectations: How Much Longer Can the AI Server Supercycle Last?

Dell and HPE Both Beat Earnings Expectations: How Much Longer Can the AI Server Supercycle Last?

HPE’s Q2 earnings report confirms that demand for AI servers is accelerating, with a clear shift from training to inference opening up new opportunities in the long-tail market. By analyzing Dell’s performance alongside ongoing supply chain constraints, we can project growth trajectories and competitive differentiation for 2026–2028.

Blog Team06/02/2026