# data center revenue — X 热门讨论 (2026-10-01 14:48 UTC)
## @zerohedge (zerohedge) · 10-01 12:33 · ♥118 ↻15 💬10 Premarket movers
Mag 7 stocks are mostly higher: Alphabet is up 1.8% after Google announced its much-awaited new frontier model called Gemini 4 Argon (Amazon +1%, Apple -0.2%, Meta little changed, Microsoft +0.8%, Nvidia (NVDA) +0.6%, Tesla (TSLA) +0.3%
Accenture (ACN) gains 17% after the IT services company reported fourth-quarter results that beat expectations on key metrics, including revenue and bookings.
Constellation Energy (CEG) rises 3% after the operator of gas power plants said it signed a 20-year power purchase agreement with Amazon, which covers 690 megawatts of nuclear capacity at Maryland’s Calvert Cliffs Clean Energy Center, including a 190-megawatt uprate.
Liquidia (LQDA) falls 5% — set to extend decline for a second day — after BTIG downgraded the drugmaker to neutral from buy, citing a court ruling that found Liquidia infringed two claims of rival, United Therapeutics’ patent.
Nu Holdings (NU) gains 5% after the company said it’s not pursuing a deal with Monzo Bank Ltd.
Oracle (ORCL) is up 1.9% after the Financial Times reports that Tencent agreed to a five-year lease across the US cloud technology firm’s data centers in Southeast Asia.
Rocket Lab (RKLB) gains 4% after Citi initiated coverage on the space company with a buy rating, calling it a “core holding for space bulls.”.
Vicor (VICR) rises 12% after the maker of power-conversion technology raised its third quarter sequential revenue growth guidance citing increased royalties from the previously announced first non-exclusive license to Vertical Power Delivery. https://x.com/zerohedge/status/2105637350088819073
## @VestExchange (Vest) · 10-01 13:30 · ♥57 ↻9 💬14 $MU Q4 FY26 REPORT, AFTER YESTERDAY'S CLOSE: RECORD QUARTER AND AN FQ1 GUIDE OF $61.5B
→ Revenue of $54.23B versus the $50.78B consensus, with adjusted EPS at $33.42 against $31.28 expected → Core Data Center revenue reached $18.00B at a 90% gross margin, with Cloud Memory at $16.28B → Fiscal Q1 guidance of $61.5B and $38.15 adjusted EPS, above the $57.0B and $35.40 consensus
Shares are down around 1% at the open, with DRAM called the primary constraint in AI data centers and 75% of fiscal 2027 shipments already committed. https://x.com/VestExchange/status/2105651600350146758
## @Pirat_Nation (Pirat_Nation 🔴) · 10-01 14:05 · ♥63 ↻2 💬3 Micron reported $54.2 billion in revenue as AI hardware demand keeps exploding.
>The memory chip company’s Q4 revenue rose 379% from a year ago, with AI data centers driving much of the growth.
>Its data center business alone brought in $18 billion.
>Micron expects further growth, forecasting about $61.5 billion next quarter. https://x.com/Pirat_Nation/status/2105660253639782803
## @InvestingVisual (Investing visuals) · 10-01 13:00 · ♥45 ↻2 💬4 $MU snapshot after an incredibly strong Q4.
• Revenue $54B (+379) • Data center $18B (+1,042%) • Cloud memory $16.3B (+258%) • Mobile $13.1B (+249%) https://t.co/VHhJCKMEv0 > 引用 @InvestingVisual: $MU Crushes Q4 Earnings🔥
• Revenue $54.2B vs Est. $51.5B • EPS $33.42 vs Est. $31.82 • Gross Margin 87% vs Est. 86%
Q1 Guidance • Revenue $62B vs Est. $58B • EPS $38.15 vs Est. $35.92 https://t.co/2rzdo3Kwhl https://x.com/InvestingVisual/status/2105643905647775953