Micron Just Landed a Major Ford Deal. This Could Be a Game Changer for MU Stock.

Micron Technology (MU) has been one of the market's biggest winners over the past year, and the chipmaker just added another catalyst. The company unveiled a new long-term memory supply agreement with Ford Motor (F), extending its push into the fast-growing automotive market.

The announcement comes shortly after Micron delivered another blockbuster quarterly report, beating Wall Street's expectations on both revenue and earnings. Those results only tell one thing: that AI-driven demand and higher memory prices continue to fuel record profitability.