Microsoft's earnings report re

Microsoft's earnings report relates to MU. $Microsoft(MSFT)$ spent $37.5 billion on AI this quarter, up from $22.6 billion. That's a massive quarterly spending jump. Positively for Micron, Microsoft's AI demand outpaces its supply capacity. For $Apple(AAPL)$ , iPhone sales rose 23.5% last quarter. Cook stated memory pricing will materially impact gross margins next quarter. Micron can only supply 50% to two-thirds of demand, creating a 50%-66% shortage. Some customers note memory firms now prioritise high-margin AI clients (beneficial for $Micron Technology(MU)$ ). Is this a bubble? Or can companies not scale fast enough? Certain voices cite Bitcoin crashes, Fed balance sheets, or government shutdowns. Such news may affect stocks briefly, but $Dell Technologies Inc.(DELL)$ , $Microsoft(MSFT)$ , $Meta Platforms, Inc.(META)$ must compete effectively to avoid obsolescence.

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