00:00Micron drops earnings tonight.
00:02The stock is up 2 sette d'entrant this year,
00:04so the market isn't just watching the numbers.
00:06It's watching the outlook.
00:08Wall Street expects 50 quercet in revenue,
00:10an adjusted EPS of 31.3.3.
00:14Both above Micron's own guidance.
00:17J.P. Morgan says long-term supply contracts
00:20may already exceed 50%,
00:21and the AI server HBM shortage could last through 2028.
00:27But there's one wildcard interest rates.
00:31The 10-year Treasury yield is pushing 5.2%,
00:34raising fears it could slow AI Capex spending.
00:37So here's the one thing to watch.
00:39Does Micron signal the AI memory boom is still on?
00:43Because the answer will move.
00:45Samsung and SK Henix, too.
00:47So here's the one thing to watch.
00:47So here's the one thing to watch.
00:48So here's the one thing to watch.
00:48So here's the one thing to watch.
00:48So here's the one thing to watch.
00:48You
