Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
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Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says
Bank of America reiterated Buy on Micron with a $1,550 target, arguing open-source AI models multiply memory demand instead of shrinking it.
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Micron Technology stock declined on Thursday amid profit-taking, Nvidia's margin disclosures, and potential U.S. chip tariffs.
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Read original at benzinga