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Market Analysis

Micron Surges on AI Memory Crunch as $24 Billion Singapore Fab Breaks Ground and Targets Climb

Fresh research calls point to AI-driven HBM scarcity that is giving Micron sustained pricing power.

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares