1226 ET - Micron's 3Q results cleared a high bar both financially and strategically, helping send a message to investors that it's business model has fundamentally changed in the AI era, Deutsche Bank analysts say in a research note. The company gave significant details about its long-term customer contracts that will ensure profitability across the current economic cycle, they say. The breadth of agreements and depth of disclosures exceeded investor hopes, the analysts say. The report goes a long way in showing that the fundamental dynamics underlying the memory industry have changed as memory becomes a strategic asset rather than just a commodity, they say. (dean.seal@wsj.com)

(END) Dow Jones Newswires

June 25, 2026 12:26 ET (16:26 GMT)

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