Squawk on the Street Talking AI With the CEOs of Micron and Arm Holdings 9/24/25
9 snips
Sep 24, 2025 
Sanjay Mehrotra, CEO of Micron Technology, shares insights on the soaring AI-driven memory demand and the company’s robust quarterly results, along with a $200 billion investment plan for U.S. manufacturing. Rene Haas, CEO of Arm Holdings, elaborates on their pivotal role in the Stargate partnership with industry giants like OpenAI and NVIDIA, highlighting the massive compute needs for AI training. Together, they discuss the challenges and exciting opportunities of AI infrastructure in a rapidly evolving tech landscape.
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Cramer’s 55-Company Valuation Warning
- Jim Cramer lists 55 companies that rose 50% in September, noting only six are profitable.
- He uses the list to question today's valuations and the Fed's comments on asset prices.
Memory Is Central To AI Growth
- Micron sees AI as a central, lasting demand driver across data centers, mobile and PCs, fueling record revenue and margins.
- Sanjay Mehrotra says supply is tight and Micron expects tighter supply into calendar 2026 driving disciplined investment.
Prioritize High-Value Product Mix
- Optimize product mix toward higher-value memory solutions and maintain cost discipline to capture AI-driven margins.
- Invest selectively in supply growth while focusing on return on investments, says Micron's management.
