Micron sees bullish views maintained at BofA as '$1.5T cloud capex keeps AI cycle intact'
Seeking Alpha ·
BofA expects global cloud and AI infrastructure capital expenditure to reach $1.5T by 2027 and noted that the current pullback is a healthy reset, not a structural change in AI demand. "After an 88% surge in Q2, the SOX has corrected 11% in
DYAX Investor Sentiment
Bullish (Long) 59% · Bearish (Short) 41%
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