Squawk on the Street Cramer's Morning Take: Micron 6/26/25
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Jun 26, 2025 Jim and Jeff dive into Micron's impressive earnings, examining its competitive edge in the semiconductor industry. They discuss how the chipmaker is positioned to capitalize on growth in mobile and automotive markets despite economic challenges. The conversation also shifts to tech giants NVIDIA and Microsoft, highlighting their record performances and the influence of AI technologies and geopolitical factors on their success. Tune in for insights that could shape your investment strategy!
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Micron's Market Position Shift
- Micron is no longer just a boom-or-bust stock; it now leads in supplying data chips for NVIDIA.
- Their markets, including consumer and automotive, are showing sequential growth signs.
NVIDIA's Growth in Physical AI
- NVIDIA is hitting all-time highs driven by surging demand in robotics and physical AI.
- The acceleration of sovereign AI and inference projects fuels off-the-charts demand growth.
Chip Market Recovery and Drivers
- The China dispute and inventory charges created pessimism for chipmakers, but trends have reversed since.
- Data center demand, especially from Microsoft, is driving strength now, overshadowing PC market gains.