Stock Movers Micron Falls, Charles Schwab Sinks, Microsoft's AI Strategy
4 snips
Sep 24, 2025 Micron Technology's optimistic forecast didn't meet investor expectations, highlighting Wall Street's high hopes. Charles Schwab is looking to give retail investors a chance to invest in private companies, raising questions about liquidity. Meanwhile, Microsoft is integrating AI models from Anthropic into its Copilot tool, expanding its capabilities beyond just OpenAI. The tech world's shifting landscape is creating both opportunities and challenges for investors.
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AI Hype Raises The Bar For Chip Makers
- Micron delivered an upbeat revenue forecast but the stock fell, showing how high AI-driven expectations have risen.
- Strong results from peers like Broadcom and Oracle raised the bar so Micron's solid report felt like a disappointment.
Retail Wants A Piece Of Private Winners
- Charles Schwab wants to let retail investors access private-company stakes as more firms reach massive scale before IPOs.
- CEO Rick Wurster cited companies like Stripe and OpenAI as examples of private firms retail clients may want to join.
Private Markets Attract Retail Demand
- The push to offer private-market access reflects broad investor euphoria and the search for new asset classes after public-market gains.
- Financial firms are responding by trying to package private opportunities for clients amid the run-up in public markets.