Episode
6-25-26 The Micron Report - What's Next for Semi-conductors?
- Published
- Jun 25, 2026
- Duration seconds
- 2625
- Processing state
not_requested- Canonical source
- https://soundcloud.com/user-949311744/6-25-26-the-micron-report
Actions
POST https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/6-25-26-the-micron-report-what-s-next-for-semi-conductors/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/6-25-26-the-micron-report-what-s-next-for-semi-conductors.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Has Micron's earnings report changed the outlook for semiconductor stocks and the broader artificial intelligence trade? With expectations running exceptionally high following a massive rally in chip stocks, investors are looking beyond headline numbers to what Micron's results and outlook may reveal about future demand, pricing power, and earnings growth across the industry. Lance Roberts & Michael Lebowitz discuss what Micron's report means for semiconductor stocks, market leadership, and the next phase of the AI-driven investment cycle. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Economic Data Preview & Trump's Gasoline Gaffe 7:00 - Narrow Market Rally Obscures Underlying Weakness 13:02 - Micron Recap 16:32 - Nvidia vs Micron - Comparing the Fundamentals 20:26 - When Will Demand Slow or Supply Catch Up? 21:57 - "Your High Margin is My Invitation" 25:22 - The Law of Large Numbers Will Eventually Apply 28:58 - Calculating the Risk 30:32 - Crude Oil Pricing vs Gasoline 33:04 - Economic Data Preview - What Will Markets Do? 37:27 - Will CPI, PPI Indicators Matter to the Fed Now? 40:54 - Bonds Look Like Gasoline Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hu6OW8jg_XE ------- Watch our previous show, "Q&A Wednesday: What's Really Driving This Market? " https://youtube.com/live/b7C0L0Sd2mU ------- Watch today's "Before the Bell" feature, "Semiconductor Rally Hides Market Weakness" here: https://youtu.be/iT0t1C5puiE ------- Articles mentioned in this report: "The Technical Backdrop: Wh…