New York, February 20, 2026, 16:50 ET — After-hours

• Micron tacked on roughly 2.6% after hours, following a choppy session.
• Investors are still lumping memory makers in with “AI infrastructure” names, rather than just viewing them through the lens of chip cycles.
• Next up for gauging AI appetite: Nvidia reports earnings on Feb. 25.

Micron Technology, Inc. tacked on $10.69, gaining 2.6% to end at $428.17 in late Friday action. The stock traded in a band from $413.16 up to $430.46 during the session.

Money keeps sliding out of the dominant AI “hyperscaler” names and showing up in the suppliers building the backbone—chips, storage, all the physical gear that powers those new data centers. “Our goal is…