Showing Storage's Essential A.I. Play: MU's A.I. Story for 2026
Schwab Network · Schwab Network
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Show Notes
Daniel Kern calls Micron's (MU) earnings "really fantastic" and its forecast just as great. Sold out orders for 2026 points to what Daniel believes will serve as a significant year for the chipmaker. Olivier Blanchard agrees, making the case that A.I. may be a little "overshot," but the storage story isn't.
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