Micron in Podcasts
companyAmerican semiconductor company known for high bandwidth memory products used in AI data centers
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That spending frenzy has catapulted tech infrastructure stocks like Samsung, SK Hynix, and Micron into a whole new league.
Companies like Broadcom, AMD, and Micron were all down around 4%.
Now, most of the earnings growth right now is happening with semiconductor companies like Micron, Broadcom,
We saw Micron up about 13%.
So we did a deal with Micron.
In fact, one of those companies, Micron, announced, I think, in December that they were going to exit the consumer RAM market.
Dan Ives, what did you glean from the Micron optimism we saw yesterday?
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