Technology
Micron's AI Pricing Power Explained
Key Points
Jun 25th, 2026 Micron's AI Pricing Power Explained Micron's pricing power may have permanently changed the semiconductor industry. D.A. Davidson analyst Gil Luria joined Bloomberg Open Interest to explain why AI has turned memory into a strategic asset and how Apple could actually emerge stronger despite rising chip costs.
Jun 25th, 2026
Micron's AI Pricing Power Explained
Micron's pricing power may have permanently changed the semiconductor industry. D.A. Davidson analyst Gil Luria joined Bloomberg Open Interest to explain why AI has turned memory into a strategic asset and how Apple could actually emerge stronger despite rising chip costs.
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Gil Luria
-DA DAVIDSON
HEADOF TECHNOLOGY
RESEARCH
Bloomberg
MICRONFORECASTSHATTERSESTIMATES
Open Interest