Is This the Most Underrated AI Infrastructure Play of the Decade?

Why is Amazon investing $50 billion in AI infrastructure? How did Nvidia respond to Michael Burry's AI bubble claims? What caused Spotify to plan a US price hike next year? Why did Apple cut sales jobs recently? How will Trump’s healthcare plan affect Obamacare subsidies? What impact does the US Export-Import Bank’s $100B plan have? Why did BHP drop its bid for Anglo American?

Is This the Most Underrated AI Infrastructure Play of the Decade?

finance.yahoo.com/news/most-underrated-ai-infrastructure-play-170000981.html

Key Points
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Micron Technology is pivotal in AI with its HBM and Nvidia's validation tools.
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Supply constraints and HBM shortages give Micron pricing power and margin potential.
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Analysts rate MU a strong buy as HBM4 and SOCAMM2 drive the company's growth forward.
Micron Technology…

This story appeared on finance.yahoo.com, 2025-11-23 17:00:00.