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{"created_at":"2026-04-14T10:11:17.846 {"created_at":"2026-04-14T10:11:17.846354+00:00","dedupe_key":"signal_enriched:discovery_new_listings_delta:7c023910fb309f99","evidence_event_ids":["evt_5a9f5844eee5"],"signal_type":"discovery_new_listings_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","as_of":"2026-04-14T10:11:17.846354+00:00","canonical_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","article_chars":3786,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_3b89800c00d2ca62","canonical_host":"nasdaq.com","canonical_is_aggregator":false,"canonical_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-14T10:18:00.298199+00:00","extraction_method":"trafilatura","fetched_description":"With its HBM capacity sold out and EPS expected to soar over 600%, this semiconductor giant is positioning itself to dominate the next wave of physical and Agentic AI.","fetched_title":"Bull of the Day: Micron (MU) | Nasdaq","final_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","html_truncated":false,"paywall_likely":false,"publisher_domain":"nasdaq.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","source_event_id":"evt_5a9f5844eee5","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"8271623910c3cbf3","kind":"new_listings","published_at":"2026-04-14T08:00:00+00:00","publisher_domain":"nasdaq.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["late 2024","twelve weeks","twelve consecutive quarters","two weeks ago","2026","2027"],"entities":[{"asset_class":"equity","name":"Micron Technology","relevance":"primary","symbol":"MU","type":"company"},{"asset_class":"equity","name":"NVIDIA","relevance":"secondary","symbol":"NVDA","type":"company"}],"event_type":"earnings","information_gaps":["The signal type is labeled as discovery_new_listings_delta, but the provided text does not mention any new listing; it focuses on earnings/AI/HBM and technicals.","The article does not specify the exact quarter/date for the reported revenue and EPS figures.","The article does not provide the basis for the 30% power-consumption claim (e.g., test conditions or competitor comparison set).","The article does not define how \u201cHBM market share\u201d is measured or which dataset/source is used.","The article does not provide the exact Zacks Consensus earnings baseline used for the \u201cmore than 6x in 2026\u201d and \u201canother 64% in 2027\u201d claims.","The technical analysis section references TradingView and Fibonacci extensions but does not provide the underlying chart parameters or timeframe details."],"key_facts":["Micron is described as a leading provider of semiconductor memory solutions (DRAM, NAND flash, NOR Flash, 3D XPoint, etc.).","The article states Micron\u2019s HBM3E and newly shipped HBM4 modules consume 30% less power than competitors.","The article claims Micron\u2019s HBM market share increased from 9% in late 2024 to ~20% today.","The article states Micron has announced its HBM capacity is sold out through 2026.","The article reports last quarter revenue of $23.86B, up 196% year-over-year.","The article reports EPS of $12.20, exceeding Wall Street estimates of $9.","The article states Micron has beaten Zacks Consensus Estimates for 12 consecutive quarters.","The article claims Micron\u2019s average beat over the past four quarters was 21.74%.","The article states Zacks Consensus Analyst Estimates see earnings soaring more than 6x in 2026 and another 64% in 2027.","The article states Micron shares have quadrupled and been basing for twelve weeks, and that a breakout could target ~$550 based on Fibonacci extensions."],"numeric_claims":[{"label":"HBM power consumption reduction vs competitors","value":"30% less"},{"label":"HBM market share (late 2024)","value":"9%"},{"label":"HBM market share (today)","value":"~20%"},{"label":"HBM capacity sold out through","value":"2026"},{"label":"Revenue (last quarter)","value":"$23.86B"},{"label":"Revenue YoY growth","value":"196%"},{"label":"EPS (last quarter)","value":"$12.20"},{"label":"Wall Street EPS estimate","value":"$9"},{"label":"Consecutive quarters beating Zacks Consensus Estimates","value":"12"},{"label":"Average beat vs Zacks Consensus (past four quarters)","value":"21.74%"},{"label":"Earnings growth estimate (2026)","value":"more than 6x"},{"label":"Earnings growth estimate (2027)","value":"64%"},{"label":"Potential technical target","value":"~$550"}],"primary_claim":"Micron\u2019s HBM capacity is sold out through 2026 and the company reported record results last quarter (revenue $23.86B, EPS $12.20) that exceeded Wall Street estimates.","relevance_score":0.78,"sentiment":"positive","source_quality":"high","summary":"Micron (MU) is described as having sold-out HBM capacity through 2026 and strong recent financial results, with EPS and revenue figures reported as far above estimates. The article also claims Micron\u2019s HBM share has risen and that analyst estimates project sharply higher earnings in 2026\u20132027.","topics":["HBM","AI memory demand","earnings beat","EPS growth","revenue growth","HBM market share","technical analysis"]},"source":"Nasdaq Stocks","source_domain":"nasdaq.com","summary":"With its HBM capacity sold out and EPS expected to soar over 600%, this semiconductor giant is positioning itself to dominate the next wave of physical and Agentic AI.","tickers":["MU"],"title":"Bull of the Day: Micron (MU)","url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0"}}... |