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Micron's blowout splits the tape — chips rip and the Dow hits a record while Apple falls 6% on memory costs. PCE runs hot at 4.1%, but in line.
🚨 The week's whole argument resolved into a single, clean fault line today — and the market sp...
📉 Let’s set the scene, because the timing is everything. On Tuesday, the AI trade was coming apart at the seams. The Philadelphia Semiconductor Index posted its second-worst day of the past year. Micron — the most important AI memory stock...
Micron blows out earnings — $41.5B revenue, 84.9% margins, a $51B guide — and answers the week's demand for proof the AI trade pays off. Chips rip after hours.
🚨 Tuesday the market demanded proof. Wednesday night, Micron delivered it — em...
A global chip rout sinks the Nasdaq 2.1% as the market demands AI spending pay off — SK Hynix slows memory, Korea halts trading, and Micron craters 12% the day before its verdict.
🚨 The AI trade just got its first real reality check — and...
📢 On June 16, OpenAI’s audited 2025 financials leaked. Independent journalist Ed Zitron got the documents; the Financial Times independently verified them. OpenAI declined to comment. And the number ricocheting across every timeline is bru...
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Head Of Analysis and Data For Trades & Gains & Investor Central Club | Give Daily Market Recaps & Insights Into Industries That Excite Me \ud83d\udc33 Feel Free To Follow The Journey \ud83c\udfcc️
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