China's servers just lost their fuel...
You are receiving this email because you are subscribed to Daily Market Alert,
a publication from Behind the Markets. If you no longer wish to receive these
sponsored emails, pleaseunsubscribe
<[link removed]>
here.
Dear Friend,
Here’s the story behind the story.
Iran sold 90% of its oil to China.
Venezuela was quietly shipping 80% of its exports to the same buyer.
Within 60 days, both supply lines were severed.
This was never really about the Middle East.
It was about starving China’s AI power grid.
Because whoever powers their AI first sets the rules for the next 50 years -
and China needed cheap, endless fuel to run its servers.
Now that energy has to flow through one American chokepoint.
One company. 140,000 miles of steel. No competition.
It trades around $18 today.
A federal catalyst on August 12th could change that fast.
See the stock at the center of the AI grid war >>
<[link removed]>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
Full Details Here > <[link removed]>
Additional Reading from Daily Market Alert:
The AI Memory Boom Is Real. Two Stocks Are at the Center of It.
<[link removed]>
The numbers coming out of the semiconductor and software sectors right now are
unlike anything Wall Street has seen in a generation. Artificial intelligence
is not just a theme — it is showing up directly in earnings. Two names that
stand out for very different reasons heading into the second half of 2026 are
Micron Technology (MU) and Oracle Corporation (ORCL). One is riding the AI wave
near record highs, and the other is sitting at a steep discount with a massive
analyst upside target.
Both deserve a close look.
Micron Technology: The Memory Chip Powering AI
If you want to understand where AI investment is going, look at Micron's
numbers. Memory chips — specifically high-bandwidth memory, or HBM — have
become one of the most critical components in AI data centers. Every large
language model, every GPU cluster, every AI training run requires enormous
amounts of fast memory. Micron is one of a very small number of companies that
makes it.
The results reflect that positioning. In fiscal Q3 2026, the quarter ended May
28, 2026, Micron reported revenue of $41.46 billion. That is up 73.7%
sequentially from $23.86 billion in fiscal Q2 2026. Net income for the quarter
was $28.23 billion, with diluted EPS of $24.67. Gross margin came in at 84.6%
and net margin reached 68.1% — numbers that rival the most profitable
businesses on the planet.
Micron is guiding fiscal Q4 2026 revenue of approximately $50.00 billion with
gross margins near 86%. If delivered, that would represent yet another
sequential record. The company has also signed 16 Strategic Customer Agreements
— take-or-pay contracts running through 2030 — with 14 of those deals
accounting for roughly $100.00 billion in cumulative committed revenue.
Micron shares trade at $1,003.70 with a market cap of $1.13 trillion. The
stock has a 52-week range of $103.38 to $1,255.00, and at the current price, MU
is 20.0% off its 52-week high. Trailing twelve-month EPS is $45.12, giving the
stock a P/E ratio of 22.25. For a company growing revenue at 73.7% per quarter
with margins above 80%, that multiple looks modest.
Analyst conviction is near-unanimous. Of 20 analysts covering Micron, 95.0%
carry bullish ratings. The average price target is $1,560.00, representing
55.4% upside from the current price. The high target is $2,000.00, set by both
Cantor Fitzgerald and Barclays following the fiscal Q3 2026 report on June 25,
2026. Mizuho named Micron one of its top July picks, alongside Oracle. The
stock's next earnings date is September 22, 2026.
Continue Reading >
<[link removed]>
At Daily Market Alert <[link removed]>,
our priority is delivering insightful perspectives on the financial landscape
straight to our audience.The content above is an important message from one of
our highly valued sponsors.
This email is sent on behalf of Daily Market Alert, a Behind the Markets LLC
("the Company") publication, including its managers, employees, and assigns.
The Company does not provide any guarantee or warranty regarding the accuracy
or reliability of the information advertised herein.
The Company is not affiliated with any specific security mentioned in this
email, nor does it receive compensation from any such entity
Please be advised that the Company is not registered or licensed by any
governing body in any jurisdiction to offer investment advice or
recommendations.
None of the content in this email should be construed as personalized
financial advice. Any investment decisions made based on the information
provided should be done so only after consulting with a qualified investment
advisor and conducting a thorough review of the relevant prospectus or
financial statements
You are receiving this because you signed up for the Daily Market Alert
newsletter.
Daily Market Alert is a Behind the Markets <[link removed]>
Publication.
Behind the Markets, LLC
4260 NW 1st Ave #55, Boca Raton, FL.
Unsubscribe
<[link removed]>
Terms of Use <[link removed]> Privacy Policy
<[link removed]>
Featured Offer: Get real-time stock alerts delivered straight to your inbox
and phone. <[link removed]>
(By clicking the links above you agree to receive emails from Trading Wire.
You can opt out at any time.)
