Micron’s stock has become a ‘battleground’ as the AI narrative shifts Micron’s stock has become a ‘battleground’ as the AI narrative shifts Investors have become more focused on the durability of memory-chip demand, but there are reasons to be optimistic on that front, a UBS analyst says Micron’s stock was down on Wednesday, but a UBS analyst is upbeat about its potential. /iStock There’s no question that Micron Technology is benefiting from robust artificial-intelligence spending. What investors want to know now is how long the good times can continue. But with the gap between memory-chip supply and demand expected to continue widening into next year, he’s feeling upbeat about the company’s fundamental position.
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Here’s where thousands of homeowners face higher insurance bills after FEMA updated its flood maps Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath. Intraday Data provided by FACTSET and subject to terms of use.
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