WS #12217
Micron reports record revenue and margins, but stock has pulled back over 30% post-earnings; TSMC capex plans positive for chip equipment makers. Fed officials Logan and Schmid call for higher rates or flag inflation worries, reinforcing hawkish stance and countering any dovish pivot hopes. EU orders Google to give rival search engines and AI assistants access to Android and Search data under DMA.
Micron Earnings and AI Demand
Micron reports record revenue and margins, but stock has pulled back over 30% post-earnings; TSMC capex plans positive for chip equipment makers.
Fed officials Logan and Schmid call for higher rates or flag inflation worries, reinforcing hawkish stance and countering any dovish pivot hopes.
EU orders Google to give rival search engines and AI assistants access to Android and Search data under DMA.