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Micro
LatestMicro 2026-09-27

Micron and the Memory Supercycle: The Stock Is Up 268% in 2026 as AI Drains DRAM Supply | Analysis

Micron Technology has reached a $1.22 trillion market cap after a 268% surge in 2026, driven by a historic DRAM/HBM memory shortage caused by AI demand. The full price trajectory, verified quarterly revenue, and the parallel with the 2015-2018 supercycle.

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Macro
Macro 2026-09-26

The Fed Hikes Rates to 4% for the First Time Since 2023 | Full Investor Analysis

The Federal Reserve raised rates by 25 basis points to 3.75%-4.00% on September 16, 2026, in a unanimous 12-0 vote — the first hike since 2023, under new Chair Kevin Warsh. Context, asset-by-asset impact, and what to watch.

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