Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling.
But the real test is still ahead. Investors now turn their attention to the latest US GDP and PCE inflation data—the Federal Reserve's preferred inflation gauge. Will easing energy prices help cool inflation, or will another hot reading reinforce higher-for-longer interest rates and put fresh pressure on richly valued technology stocks?
Watch the full episode to find out more!
Intro1:09 Market update
4:21 Micron beats big!
6:35 US PCE inflation ahead
8:36 OpenAI’s new chip









