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Market Trends

AI Efficiency Shock and Rotation Test the AI Supercycle

Efficiency gains now force a rethink of AI chip demand.

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Micron Tops Q3 Estimates as AI-Driven HBM Supply Sells Out