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12.07.26 - 18:30
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Goldman Sachs’ Insane SpaceX AI Forecast Has One Clear Winner: Micron Technology (24/7 Wall St.)
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Artificial intelligence has already stretched the semiconductor supply chain to its limits. High-bandwidth memory (HBM), advanced packaging, and leading-edge chip manufacturing remain bottlenecks even after chipmakers spent hundreds of billions of dollars expanding capacity. Yet one recent forecast from Goldman Sachs suggests today's AI infrastructure race may look modest compared to what's being discussed for ... Goldman Sachs' Insane SpaceX AI Forecast Has One Clear Winner: Micron Technology...
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11.07.26 - 23:00
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5 Charts To Navigate This Chaotic Market (ZeroHedge)
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5 Charts To Navigate This Chaotic Market
Authored by Adam Sharp via DailyReckoning.com,
I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next.
We're at a fascinating crossroads for markets, geopolitics, and finance.
Let's get started.
Semis Party Like It's 1999
First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more:
Source: Charlie Bilello
As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up to February 2000. That was the peak of the market, and tech stocks wouldn't recover for about 15 years.
And in the past 14 months, SOX is up 237%. Reminiscent of the dotcom days.
Maybe this time is different, and yes, the stocks are more profitable today. But it's undeniable that markets are getting bubbly. Semis are looking especially frothy. When AI spending inevitably slows down,...
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11.07.26 - 18:30
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Micron Is In Its Most Profitable Era Ever — And the Numbers Keep Getting Bigger (24/7 Wall St.)
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Artificial intelligence has changed the economics of semiconductors. Instead of competing primarily on volume, a handful of chipmakers now control components that every AI data center needs and few companies can supply. That shift has transformed pricing, margins, and profit expectations across the memory industry. Micron Technology (NASDAQ:MU) sits at the center of that change. ... Micron Is In Its Most Profitable Era Ever — And the Numbers Keep Getting Bigger...
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10.07.26 - 19:18
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Why 1 Analyst Still Prefers Meta Even After Micron’s Massive Run (24/7 Wall St.)
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Jim Cramer, the CNBC host and longtime market commentator, offered a measured take on X this morning that cuts through the noise around 2026's most crowded AI trade: “Meta isn't as rewarding as a Micron but it is still real money nonetheless.” As a former hedge fund trader, Cramer's framing is worth unpacking because it ... Why 1 Analyst Still Prefers Meta Even After Micron's Massive Run...
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