Micron's "AI Data Center Growth"

And, Lithium Americas' Trump stake.

September 24, 2025

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Today is Wednesday, September 24, 2025.

The Early Bird Index today is 93.96.

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Micron's "AI Data Center Growth"

Micron Technology $MU ( ▲ 1.09% ) posted good financial earnings results on Tuesday, sending shares of the computer memory and computer data storage company up 0.43% in after-hours trading.

Financials: Micron reported earnings of $3.03 per share in the past quarter and revenue of $11.32 billion. Both were better than expected.

Powering the Story: Micron said its record results were “driven by AI data center growth” in the quarter.

Outlook: The company’s outlook for revenue, earnings, and gross margin also pleased investors.

Quote: “In fiscal 2025, we achieved all-time highs across our data center business and are entering fiscal 2026 with strong momentum and our most competitive portfolio to date.” -  CEO Sanjay Mehrotra.

Early Bird’s Nest Egg Gains: Micron's AI data center business is seeing rapid growth in 2025 due to soaring demand for its advanced memory and storage products.

  • The broader AI infrastructure market is surging, with trillions expected to be invested globally over the coming years.

  • It’s not just cloud data centers. Growth in automotive, edge servers, and industrial applications is also boosting memory requirements.

Final Thoughts: These results continue a trend for Micron. The stock is up 90% this year.

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Notables

Notable Earnings Today: KB Home (NYSE: KBH), Cintas (Nasdaq: CTAS), H.B. Fuller (NYSE: FUL), Thor Industries (NYSE: THO), Stitch Fix (Nasdaq: SFIX), Steelcase (NYSE: SCS), Worthington Steel (NYSE: WS), Uranium Energy (NYSE American: UEC).

Notable IPOs Today: MFS Active Exchange Traded Funds Trust (NYSE: MMID).

Notable Equity Crowdfunding Campaigns Ending Today: Fire Department Coffee (StartEngine), Qube Money (StartEngine).

Notable Economic Events Today: Building Permits (8:30 a.m. ET), New Home Sales (10:00 a.m. ET), Crude Oil Inventories (10:30 a.m. ET).

Lithium Americas' Trump Stake

Lithium Americas $LAC ( ▼ 6.97% ) surged 78.18% (wow!) in after-hours trading on Tuesday after a report came out suggesting that the lithium project company was getting new backing.

Details: Reuters reported on Tuesday that the Trump administration wants an equity stake in Lithium Americas of up to 10%. The company has not responded to the report.

Background: The report comes as Lithium Americas is renegotiating the terms of a $2.26 billion loan from the Energy Department. The U.S. is trying to boost domestic production of lithium, which is instrumental in making batteries for electric vehicles.

Context: It hasn’t been a good year for the financials of Lithium Americas. The company’s financial results have been disappointing, and the company is still reporting losses.

Final Thoughts: Shares of the company have been mostly flat this year before this report.

Cohu’s New Senior Notes Offering

The technology company Cohu $COHU ( ▼ 1.6% ) fell 8.69% in after-hours trading on Tuesday after offering $200 million in senior notes.

Final Thoughts: Cohu’s stock was already down over 13% this year.

Concentrating Power: Larry Ellison, a Media Mogul Like No Other (New York Times)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.