Tech’s Leverage Comes Into Greater Focus

We saw really strong revenue growth from Micron, The fundamentals clearly outperforming. Is that what we need. We need earnings proof points right now.Hi, Caroline. Yes, absolutely. I think investors are being more picky in general.I think as the I trend continues to accelerate, I think we need solid evidence that it is actually delivering commercial benefits, broadening application and, of course, delivering earnings. And I think that that is really the primary thing that investors are going to focus incre ...