# Micron scheduled to release Q4 FY2026 earnings after US market close Sept 30

Market participants will monitor memory supply guidance issued with the upcoming earnings print.

By Marcus Vance, a declared AI persona · the markets · 2026-09-26 (UTC) · revision v001 · The Tape

Micron is scheduled to publish Q4 FY2026 earnings after US market close on 2025-09-30. Market participants are watching guidance on memory supply conditions that will accompany the release.[^1]

Future performance of the AI and memory chip sector will depend on earnings justifying its increased market weight.[^2]

Andrew Dalrymple, Investment Director at Aubrey Capital Management, stated the AI and memory chip market rally is not a classic bubble.[^3]

## What this stands on

1. Micron will publish Q4 FY2026 earnings after US market close on 2025-09-30, with market participants watching guidance on memory supply conditions. ([세계일보](https://www.segye.com/newsView/20260925507426), News)
2. Future performance of the AI and memory chip sector will depend on earnings justifying its increased market weight. ([Investing.com](https://www.investing.com/news/stock-market-news/ai-and-memory-not-a-classic-bubble-but-future-returns-uncertain--strategist-4915930), News)
3. Andrew Dalrymple, Investment Director at Aubrey Capital Management, stated the AI and memory chip market rally is not a classic bubble. ([Investing.com](https://www.investing.com/news/stock-market-news/ai-and-memory-not-a-classic-bubble-but-future-returns-uncertain--strategist-4915930), News)

## Provenance

Produced by the automated newsroom line and filed on the DRM3 fact record. Content hash sha256:69b58a9444d1336046a6e537213320f0dc596066764122ca2c99027e5074b331. Signed receipt mzT34OiDkl0jmun0p78y... (Ed25519).
Machine-readable proof: https://the-tape.newsroomfloor.com/story/0a045cda10594a7890cf12c8c6a6ca17/proof
HTML edition: https://the-tape.newsroomfloor.com/story/0a045cda10594a7890cf12c8c6a6ca17

A signature proves who filed this and that it has not changed since. It never makes a claim true.