#CNBC Micron’s guidance highlights AI-driven memory upcycle, says Morningstar’s William Kerwin

Micron’s guidance highlights AI-driven memory upcycle, says Morningstar’s William Kerwin
William Kerwin, Morningstar analyst, joins ‘Closing Bell Overtime’ to discuss Micron’s strong earnings guidance, the role of AI-driven demand in boosting memory chip pricing, the risks of the boom-bust cycle in memory, what it would take to shift his neutral rating, and more.

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