Stock

Micron Technology stock rallies 124% in six months as AI memory chip demand surges. The semiconductor company benefits from HBM technology demand and data center expansion. AI use case introduces more stable demand pattern.

Microsoft stock worst quarter since 2008 as AI competition intensifies. Copilot AI has only 3% adoption among Office customers. Bloomberg says 'Redmond is in a pickle' as Anthropic and OpenAI agents threaten to disintermediate Microsoft products.