Strategic Infrastructure - Memory transitions from a standard system component to a strategic infrastructure for artificial intelligence [1] - Memory transforms from a commodity into a high-value asset essential for artificial intelligence advancement [1] Market Dynamics - Artificial intelligence drives critical requirements across a hierarchy of memory technologies including high bandwidth memory, DRAM, and SSDs [2] - Exponential context generation necessitates massive storage and processing capabilities through memory systems [2] Investment Opportunities - Enhancing memory systems enables higher intelligence, increased processing speed, and scalable deployment for artificial intelligence [1] - Artificial intelligence systems create an exciting growth era and critical demand for advanced memory solutions [2]

You know, Micron started right here in Boise nearly 50 years ago. You know, we are the innovators. We have 62,000 plus patents today.And of course, we have believed in the vision for memory. We save memory. Our vision is we'll accelerate intelligence to enrich life for all.>> That was Micron Sanjay Morotra earlier this morning talking to Jim about Micron's memory vision, noting the company was founded in Boise nearly 50 years ago. Katie Terasovv joins us with more on Mike Ron's impact to Boise. Katie, curio ...

Great to have you. >> You know, first of all, Jim, thank you for coming here. Welcome to Boisee Micron headquarters, hub of memory innovation for America and soon, as you can see in the background here, to be the hub of leading edge memory manufacturing.>> Can't help but notice it frankly. >> Now, amazing. >> Now, uh my colleague David Faber mentioned when we were growing up, we heard about this great thing called Bell Labs.It was where all the innovation was occurring. And who knew what would come up. Mayb ...

Good morning. Thursday, the 20th U.S. bond yields starting to stabilize this morning after Scott Besson's latest attempt to control the bond market. After trying actual war, President Trump reverts to economic war against Iran.We're going to talk about that. And SK Hynix went first. Samsung could be next.Big buybacks this morning boosting the Coseley Tom not boosting European futures. Are European futures pointing to a seventh straight day of losses for European stocks, pointing out by 2/10 of a percent. Th ...

Industry Trends & Investment Opportunities - Micron Technology is investing **$50 billion** to expand operations in Boise, Idaho, constructing two massive new fabrication plants to meet soaring memory chip demand driven by the artificial intelligence boom [2][9] - Micron is the only United States-based manufacturer of high-bandwidth memory (HBM), a critical component for AI processors, and is building a front-end fab on U.S. soil, whereas competitors like SK Hynix and Samsung build primarily in Korea [4][7] - Micron has committed to an even larger **$100 billion** campus plan including up to four fabs, alongside another project in Clay, New York backed by up to **$6.2 billion** in CHIPS Act funding [7][8] - Micron's stock performance and rapid employee wealth accumulation have triggered a significant local economic surge, while the memory industry continues to experience classic boom-and-bust cyclical volatility [4][10][11][12] Corporate Performance & Local Economic Impact - Micron is expanding its local workforce by adding **3,500** direct jobs to its existing **7,000** local personnel base, while broader regional projects include Meta's **$800 million** data center in Kuna, Idaho [15][17] - Micron has pledged **$75 million** over **10** years toward workforce education, training, and community development across the state, alongside **$3 million** in recent grants to local schools and nonprofits [21] - The influx of high-earning tech professionals has driven a **4.5%** year-over-year increase in homes sold above list price, pushing median home prices to between **$560,000** and **$575,000** and pricing out lower-income residents [14][15] - Idaho's population grew by **10.4%** from **2020** to **2025**, ranking as the fastest in the nation and creating infrastructure challenges related to traffic congestion, housing shortages, and local water and resource demands [16][19][20][21]