Micron reports mid-week and will be a key check on the AI hardware cycle. Rapid autumn DRAM price growth has paused, while supply of HBM (high-bandwidth memory) remains a bottleneck for AI data centres. Investors will focus on capex and demand outlook. #Micron #AI #FiatNews
Broadcomβs report added to negative AI-sector sentiment after Oracle, with the stock ending the week down about 11%. The market reaction reflected investor demand for clearer guidance on next-year outlooks rather than immediate operational alarm. #Broadcom #AI #FiatNews
Oracleβs AI-related expansion has been punished by the market after results: shares dropped ~15% post-report and roughly ~20% since the $300bn OpenAI deal was disclosed. Concerns focus on heavy debt financing for AI data-centre builds; management attributes delays to labor and materials rather than liquidity. #Oracle #AI #FiatNews
