Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares surged after the company issued a quarterly sales forecast that exceeded Wall Street estimates, signaling that an AI-fueled growth run remains strong. Micron has secured 16 strategic customer agreements, which suggests the company can mitigate the boom-and-bust cycles that have plagued the memory chip industry. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Darden Restaurants. Darden Restaurants Inc. posted a cautious overall profit outlook as same-store sales at Olive Garden trailed expectations. The company sees fiscal 2027 earnings per share from continuing operations between $11.10 and $11.35, below analysts’ forecast. -Matt Miller, Open Interest Co-Host on Bloomberg Television and Co-Host of the Hot Pursuits Podcast, discusses his interview with Ford CEO Jim Farley. Ford hired veteran engineers to help train younger staff and reprogram artificial intelligence tools to address quality problems. The result of this effort is that Ford is the top mainstream brand in the latest JD Power Initial Quality Survey, with three of its models ranking highest in their respective categories. See omnystudio.com/listener for privacy information.

Micron Soars After AI-Fueled Forecast Shatters Projections

Bloomberg Intelligence

# Full Transcript

**Podcast:** Bloomberg Intelligence

## Participants

- **Jake Silverman** (Bloomberg Intelligence)
- **Michael Halen** (Bloomberg Intelligence)
- **Matt Miller** (Bloomberg Television / Bloomberg Intelligence)

## Transcript

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This is not an offer to sell or investment advice. Investing involves risks, including loss of capital. The thing about AI for business, it may not automatically fit the way your business works. At IBM, we've seen this firsthand. But by embedding AI across HR, IT, and procurement processes, we've reduced costs by millions, slash repetitive tasks, and freed thousands of hours for strategic work. Now we're helping companies get smarter by putting AI where it actually pays off.

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with insurance coverage grounded in underwriting, risk engineering, and claims experience developed over time. Learn more at thehartford.com slash risk mitigation. Bloomberg Audio Studios. Podcasts, radio, news. You're listening to the Bloomberg Intelligence Podcast. Catch us live weekdays at 10 a.m. Eastern on Apple CarPlay and Android Auto with the Bloomberg

Business App. Listen on demand wherever you get your podcasts or watch us live on YouTube. Earnings season. Let's talk about it. Micron Technologies came out with some numbers last night. Stocks up 12% year to day, but that's not the good number. The good number is year to date up 300%. Over the trailing 12 months, up 800%. And this is a $1.3 trillion market cap company, people. So

there's some real money being made by investors here. This is not a pink sheet, which my next guest doesn't know what a pink ...

Micron Soars After AI-Fueled Forecast Shatters Projections

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Micron Soars After AI-Fueled Forecast Shatters Projections

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.