What will Micron Technology, Inc. say during their next earnings call

30-day trend

Analysis

This prediction reflects market expectations that Micron Technology will mention Anthropic during their next earnings call, currently priced at 89 cents. The high probability likely reflects Anthropic's recent prominence in AI discussions and Micron's role as a memory supplier to the sector. This probability would shift if Micron's earnings call focuses on other business segments or competitive dynamics, such as inventory levels, smartphone demand, or relationships with other AI companies like Nvidia. The next catalyst is Micron's scheduled earnings announcement, where management commentary on customer concentration, AI-related demand, and supply chain discussions will directly resolve this contract. Until that call occurs, the market is pricing in better-than-even odds that Anthropic receives specific mention.

• ›Micron's current customer concentration in AI-related businesses and whether earnings guidance emphasizes specific AI companies
• ›Timing and prominence of AI spending cycles relative to Micron's memory product cycles in the quarter being reported
• ›Competitive context: whether management discusses relationships with other major AI players (Nvidia at 71¢) or focuses on inventory normalization (37¢)
• ›Historical pattern of Micron earnings calls and how frequently they reference specific customer names versus discussing segments generically
• ›Market sentiment around Anthropic's funding, product adoption, and visibility among semiconductor supply-chain stakeholders in mid-2026

What moved the line

• Jun 23Anthropic↑30pp58→88¢ · Kalshi
• Jun 23Nvidia↑14pp37→51¢ · Kalshi
• Jun 23New York↑5pp28→33¢ · Kalshi
• Jun 23Portfolio↑5pp76→81¢ · Kalshi
• Jun 23Inventory↓4pp50→46¢ · Kalshi

Recently closed in general

• Who will win the 2026 D.C. Democratic Mayoral Primarylast 97% · 4d
• Louisiana Democratic Senate Primary Winnerlast 89% · 5d
• Tennessee Democratic Senate Primary Winnerlast 64% · 5d
• Will Databricks' valuation hit __ by December 31?: ↑$180Blast 94% · 5d
• Will the Iranian regime survive U.S. military strikeslast 97% · 5d

These markets stopped trading. Last odds and any captured outcome are shown above — full settlement detail lives at the venue.

How we compute these odds