A key test looms for the AI trade this week. Here's how Mike Khouw is trading it
Why now
Thesis: Micron results test the AI trade's strength
Catalyst to watch: Micron earnings release Wednesday
Main risk: Weak guidance dents AI enthusiasm
Why it matters
Micron's earnings are a near-term test of AI memory demand and the broader AI trade's durability.
Details
Micron reports after the bell Wednesday.
Sources
- cnbc · 2026-09-28 17:48 UTC