Micron: data center demand far exceeds supply, customers insensitive to pricing

Micron management told investors that data center demand is so strong the company cannot meet even half of customer needs. Customers are largely insensitive to memory pricing, and demand signals extend multiple years. The company did not update its quarterly guidance. The comments were reported by an unverified source. 36 clean stories shaped this window, with sentiment bearish at 41/100. Also in focus: Nvidia partners with Wall Street consortium on $500 billion AI financing initiative.