- Micron Technology shares declined in early trading as investors weighed strong AI-driven memory demand and a 189.28% year-to-date gain against rising costs and fresh policy uncertainty.
- Gartner forecasts global memory revenue to surge to $837.3 billion in 2026 and exceed $1 trillion in 2027, driven by sustained AI infrastructure spending.
- President Donald Trump highlighted Micron's $10 billion U.S. research investment and $250 billion domestic manufacturing commitment, while potential semiconductor tariffs introduce new policy risks.
