Charles Payne

speaker

432 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Charles Payne’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Rich Habits Podcast · 180: Is The AI Bubble Popping? w/ Charles Payne (Fox Business) · 27 Jul 2026 podcast

And of course, Apple, you know, they're business people.

No, we'll pay you this.

They said, well, if you paid us a little bit more, we can build out capacity.

Fast forward to now, and Apple's complaining that DRAMs are up through the roof, that memory's through the roof.

And the company's saying, yeah, well, we don't, this is what happens.

We have little capacity and extraordinary demand.

Maybe if you had paid us more,

It wouldn't be the case, but it's a story that's going to go on for a long time, I think.

There obviously will be these periodic bumps in the road.

And at some point, maybe the wild card will be if there's a way to sort of stretch, to manipulate memory in a way that takes away some of the pricing power.

Pricing power.

The moment maybe Micron has the lower prices or accept smaller pricing, I would think that would be something of a crack.

Now, to your point, you know, we've got this, we have this chart going down.

We're breaking through that.

that trend, that five decade trend of lower and lower, lower pricing.

We're breaking through it.

I think they'll get a point where we'll get up to a certain level.

Then I think it won't go down.

This is where I think the cycle breaks or there's a new cycle.

And I think we'll get to a sort of a plateau and we'll have a cycle from there because the data centers that are being built, the demand for memory is through the roof.

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