Mary Ellen starts by looking at Micron’s latest earnings. The numbers give clues about the next stage of building AI tools. If demand stays strong, the usual rise‑and‑fall pattern in chips could change.
Next, she talks about two parts of the tech world that could get a boost: optical networking and data‑center hardware. As more money goes into AI, these areas may grow fast.
She points out which sections of the market are beginning to get stronger, which companies are standing out, and where fresh leadership might appear.
New episodes with Mary Ellen air every Friday. You can watch older shows whenever you like.
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