Bloomberg Tech Micron’s Rosy Memory Outlook Lifts AI Hopes
8 snips
Dec 18, 2025 
Joining the discussion are Lauren Grush, a space reporter focused on commercial flight, Chad Anderson, CEO of Space Capital with expertise in space investments, and Patrick McGoldrick from J.P. Morgan, who navigates private market valuations. They dive into the thrilling implications of Micron's strong earnings on AI demand. Grush and Anderson also share insights on Blue Origin's future missions and ambitions, while McGoldrick highlights the growing overlap between public and private tech markets, hinting at where future growth in sectors like cybersecurity and space may emerge.
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Micron Validates AI Hardware Demand
- Micron's strong earnings eased AI-related market anxieties and lifted memory and AI stocks.
- Investors now reward companies that deliver clear revenue and margin proof points, making the AI trade more company-specific.
Selectivity Replaces Broad AI Euphoria
- Investors are becoming selective and demand earnings evidence before extending AI valuations.
- Continued AI optimism requires demonstrable commercial benefits and durable profitability, not just hype.
Vet Private AI Winners Carefully
- Consider private market exposure to capture high-growth AI assets that stay private longer.
- Evaluate fundamentals like growth rates and expansion metrics before chasing record private valuations.