If you've been watching the markets lately, you've probably noticed its mood swings. One day the headlines warn of an AI bubble, the next they're celebrating record earnings. Both narratives have evidence behind them right now, and that's part of what makes this moment hard to read with any confidence. Nagham Hassan, Market Analyst at eToro, says to start with what we can measure: company performance. Micron posted Q3 2026 revenue of $41.5 billion, roughly quadruple the figure a year ago, while locking in approximately $100 billion in minimum contracted ...