EP125: Chips Ahoy!
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EP125: Chips Ahoy!
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Micron beat earnings by $6 billion and hit record highs. Memory chip stocks — MU, SK Hynix, SanDisk, Lam Research — are all running. The catch? It's coming out of the Mag-7's margins. Hyperscalers are paying through the nose for HBM RAM and it shows in their charts. This is the clearest divergence in the AI trade right now.
We also cover SpaceX raising $85.5B in equity plus a $25B corporate bond and reportedly building its own gas pipeline for data centers. Sam Altman has pushed the OpenAI API IPO to next year. CATL dropped a sodium energy storage system — bad timing for lithium stocks. On the ASX: WiseTech hitting new lows, Telix eyeing FDA approval for EchoIQ by September. Plus commodities swinging wildly, Apple hiking prices across the board, and Fear and Greed sitting at Extreme Fear while Micron breaks records.
Episode 125 of Bulls vs Bears from MPC Markets.