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AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

Summary by 247wallst.com
The post AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist appeared first on 24/7 Wall St.. Stephanie Roth at Wolfe Research argues the AI capital expenditure cycle has substantial runway ahead with no signs of a bubble forming. Micron Technology (MU) reports earnings Wednesday with 97.35% probability of another beat due to critical high-bandwidth memory demand for AI training and inference. Micron's prior quarter revenu…

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AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

The post AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist appeared first on 24/7 Wall St.. Stephanie Roth at Wolfe Research argues the AI capital expenditure cycle has substantial runway ahead with no signs of a bubble forming. Micron Technology (MU) reports earnings Wednesday with 97.35% probability of another beat due to critical high-bandwidth memory demand for AI training and inference. Micron's prior quarter revenu…

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247wallst.com broke the news in New York, United States on Monday, June 22, 2026.
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