Squawk on the Street

Exclusive: Micron CEO, China Stocks Surge, Southwest Investor Day 9/26/24

Sep 26, 2024
Sanjay Mehrotra, CEO of Micron Technology, shares insights on the company's impressive quarterly results and the booming AI sector's impact on chip stocks. Financial expert Phil LeBeau discusses Southwest Airlines’ Investor Day and their strategies to counter activist investors. The conversation highlights the surge in Chinese stocks fueled by government support, with investors like David Tepper suggesting a ‘buy everything’ approach. As the semiconductor market navigates challenges, discussions about future growth and supply discipline underscore the industry's evolving landscape.
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