Micron Technology(US:MU) Xin Lang Cai Jing·2025-12-18 22:59Company - Microsoft, Google, and 22 other companies have joined the U.S. government's AI "Genesis Mission" [7] - SpaceX's IPO expectations are rising, while Tesla's "Musk premium" is under scrutiny [7] - The FTC is investigating Instacart's AI pricing tool [7] - ChatGPT mobile app user spending has surpassed $3 billion, marking a significant milestone [7] - ChatGPT has launched an app store, opening collaboration opportunities for developers [7] - CarMax's used car sales have declined, while competitor Carvana is accelerating its growth [7] - GE Vernova has been upgraded to a "Buy" rating by Jefferies [7] - Trump Media is set to merge with TAE to enter the nuclear fusion market [7] - Nvidia's CEO stated that the company has not yet paid OpenAI any money [7] - Micron Technology's stock rose over 10% due to soaring demand for AI storage, with the company stating that its products are fully sold out [7] Industry - The commodity market overview indicates a slight increase in oil prices, with copper prices rising and platinum experiencing a six-day increase [7] - European Central Bank officials suggest that the interest rate cut cycle is likely over [7] - Morgan Asset Management's executive Michelle predicts that the strong rally in emerging market bonds will continue until 2026 [7] - Lagarde noted that AI is having a positive impact on the European economy [7] - Von der Leyen announced that the signing of the EU-Southern Common Market free trade agreement will be postponed until January next year [7] - The Bank of England has lowered its benchmark interest rate to 3.75%, with Governor Bailey warning that further rate cuts may be limited [7] - The U.S. 5-year TIPS auction yielded a rate of 1.433%, slightly below pre-issue trading levels [7] - Blackstone's CEO stated that the data center business is not a bubble [7]