Key takeaways
- Both memory and storage stocks are riding the AI data boom, but one may be much better prepared for the next downturn.
- Fiscal 2026 revenue reached $133 billion, representing massive year-over-year growth of approximately 256%.
- Micron also generated nearly $59 billion in free cash flow, which is the cash left over after paying for its operations and capital equipment.
Micron's fiscal 2026 revenue rose about 256% to $133 billion, with net income up 895%. Western Digital's trailing-12-month revenue grew 43% to $14.5 billion, with $10 billion in net income.
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