The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
Edgewater Research predicts soft storage demand in 2025, causing micron technology (MU.US) and western digital (WDC.US) to fall in response.
Edgewater Research analyst believes that the NAND demand forecasts for Original Equipment Manufacturers (OEMs) and Cloud Service Providers (CSPs) will continue to shrink, while datacenter NAND demand is expected to remain soft in 2025, with only a slight year-on-year increase.
Micron Technology Options Spot-On: On November 12th, 184.22K Contracts Were Traded, With 1.63 Million Open Interest
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Micron Stock Drops. Why It Is Following Monolithic Power Down. -- Barrons.com
Micron Dips After Edgewater Sees Softening Outlook in 2025
