Micron
5 articles on this topic, newest first.
5% Rates and AI: This Week's Real Variables Are Oil and Cash Flow
The Fed hiked rates for the first time in three years even as core CPI cooled to 2.4% in August. The market's real question this week is not whether inflation has fallen, but whether an oil shock revives inflation expectations and long-term yields, and whether AI earnings are strong enough to survive 5% rates.
Is Memory Peaking? In the AI Era, Watch the Bottleneck, Not the Demand
Demand still outruns supply. But memory stocks can peak before demand does. The real question is how long HBM4, server DRAM, CXL and Big Tech capex keep the cash flowing.
Memory Prices Haven't Cracked. They've Just Stopped Accelerating.
The 2026 memory chip cycle has moved past its surge phase into a plateau. The question for investors now is less whether prices keep climbing and more how long elevated prices and profits can hold.
Same AI Boom, Three Different Ways to Make Money
NVIDIA defends a platform standard, Broadcom builds custom silicon for a handful of giant customers, and Micron converts a memory bottleneck into margin. Growth rates say less than how long each kind of scarcity lasts.
AI ran out of memory before it ran out of GPUs
The HBM bottleneck is spreading into DRAM prices, server costs and the price of the next laptop or phone.
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