Micron is about to be more profitable than any U.S. company except Nvidia and Google
THE SO WHAT
Micron riding AI memory demand to profit levels just behind Nvidia and Google tells you where the current choke points are—HBM and advanced memory, not just GPUs. If you’re budgeting for AI infra, treat memory pricing and availability as a first-class constraint alongside accelerator supply.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechBitcoin Holders to Get Free Coins Airdropped From Summer Fork Attempts
Fork-driven airdrops are about to reintroduce operational risk for anyone holding BTC at scale—key management, replay protection, and tax treatment all get messy fast. If you custody or treasury BTC, document a default stance on claiming or ignoring forked assets before the summer wave hits.
Deep & Emerging TechWatch out — that income tax form could actually be dangerous malware
Attackers are leaning on hyper-specific lures—like fake tax notices with staged downloads and encrypted C2—to bypass generic phishing training. Update controls so finance and HR workflows involving attachments and tax docs get extra scrutiny and sandboxing, not just user education.
Deep & Emerging TechWhy Wall Street thinks US memory maker Micron is the next Nvidia
If Micron becomes the next market proxy for AI upside, memory pricing and capacity constraints turn into first-order inputs for AI planning, not background noise. Infra and finance teams should watch DRAM/HBM capex and pricing as closely as GPU supply when modeling AI unit economics.
Deep & Emerging Tech‘Crypto v community’: 4,000 local US lenders join forces to fight ‘stablecoins’ law
When 4,000 community banks argue a stablecoin law could pull $850B of lending out of rural economies, the fight is about credit creation, not token ideology. If you touch payments or lending, expect regulatory compromises that hard-bake which rails can hold deposits and originate loans.