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"This latest move up today shows there is additional blue sky" for AI chips, says Futurum's Brendan Burke. Even after Anthropic and OpenAI leaders expressed concerns of AI developing too fast, he believes the AI trade will not slow down. Micron (MU), SanDisk (SNDK), and other AI memory names surged as memory chip shortages presented a strong bottleneck, though Brendan points to energy as the next bottleneck to watch.

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MU & SNDK Show Memory Shortages, Energy Next Key Bottleneck for AI Trade

Schwab Network

MU & SNDK Show Memory Shortages, Energy Next Key Bottleneck for AI Trade