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 CEO Sounds Alarm on AI Memory Crunch — Supply May Not Catch Up Until 2028 as Demand Keeps Growing: MU Stock Falls 4% (UPDATED)
Micron CEO Sanjay Mehrotra said memory supply shows no sign of catching up with AI-driven demand, citing long-term customer deals.
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