Micron Crushed Expectations. AI Memory Demand Accelerated. Bitcoin Broke $60,000. Oil Fell Below $70.

The Nasdaq slipped 0.4%, the S&P 500 lost 0.10%, and the Dow gained 0.35% as investors waited for Micron (MU). Oil kept falling, with WTI ending just below $70. The 10-year Treasury yield slipped below 4.5%.

After the bell, Micron answered the week's biggest question.

Revenue reached $41.46 billion, well above expectations near $35.9 billion. Adjusted earnings came in at $25.11 per share versus estimates near $20.80. The company forecast about $50 billion of revenue next quarter and roughly $31 per share in earnings, both ahead of Wall Street.

Shares jumped more than 15% after hours.

The Signal

Micron did not just beat estimates. It raised the ceiling for the AI infrastructure trade.

Warren Buffett famously said, “If you don't find a way to make money while you sleep, you will work until you die.”

What if your phone could do it for you? 📲

That’s exactly what Mode Mobile has created — technology that turns idle phone time into passive income. With 490M+ users in their ecosystem and $1B in earnings and savings, their EarnPhone is being called the Uber of smartphones.

With 32,481% revenue growth and a newly secured Nasdaq ticker $MODE, investors can access their pre-IPO offering at $0.52/share. 

Tap into a $1T opportunity — invest now at just $0.52/share and get up to 20% bonus!

Disclaimer:  Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

Micron (MU) said demand for high-bandwidth memory continues to exceed supply and now expects shortages to last beyond 2027. CEO Sanjay Mehrotra said the company still cannot produce enough AI memory to meet customer demand.

The company also plans roughly $10 billion in fourth-quarter capital spending.

That matters because investors spent the past week questioning whether AI spending had peaked.

Micron answered with higher revenue, higher earnings, higher guidance and more investment.

Qualcomm (QCOM) reinforced the same story earlier in the day.

The company lifted its non-smartphone revenue target to $40 billion by 2029 from $22 billion previously and expects $15 billion of data center revenue by the end of the decade. Meta (META) plans to deploy Qualcomm's Dragonfly AI processors beginning in 2028.

Elsewhere, Apple (AAPL) and Intel (INTC) continue moving toward a manufacturing partnership, though analysts expect meaningful production remains two to three years away.

Capital Signal

Micron extended the AI memory cycle. Qualcomm expanded it. Capital spending is still accelerating.

Brent finished at $73.74 while WTI settled near $70, both below levels seen before the U.S. strikes on Iran.

Lower oil continues feeding through the economy as Hormuz traffic slowly improves under the current agreement. The market has largely priced peace. The physical recovery is still happening.

Insurance, shipping capacity and export flows continue rebuilding even as prices move first.

Energy Signal

Oil has removed the war premium. The physical system is still catching up.

Jerome Powell says gold isn’t money. The Fed says inflation is under control.

But look at what central banks are doing.

Last year, they bought more gold than at any time since 1967. China dumped $100B in U.S. debt, then bought gold. Poland, Hungary, Singapore, Turkey… all loading up.

This isn’t a trend. It’s a panic.

After the U.S. froze Russia’s assets, the world learned a hard lesson: there’s only one asset no one can freeze.

Gold.

I’ve just released an urgent report on one stock positioned to benefit as this rush accelerates.

Get the name and ticker here >>>

Lower oil pushed Treasury yields lower, but the market's attention has already shifted toward Thursday's core PCE report.

That number now decides whether Kevin Warsh's hawkish message gains confirmation or loses momentum. The inflation story is becoming simpler. Energy is cooling. Services remain sticky. The labor market remains firm.

Thursday will show whether inflation is slowing fast enough to challenge the market's growing expectations for another hike.

Macro Signal

The Fed drew the line last week. Core PCE decides whether the data follows it.

The asset traded below $60,000 for the third time this year, touching roughly $59,000 before stabilizing. ETF outflows reached a seventh straight week, with another $182 million leaving funds this week. Total ETF assets have fallen to $77.5 billion from $113 billion at the end of last year.

The rotation continues.

While Micron and Qualcomm attracted fresh capital, Bitcoin kept losing it.

CoinDesk described the broader shift clearly. Gold dropped below $4,000. Oil fell below $70. The entire debasement trade weakened while AI continued attracting investment.

Even long-time Bitcoin investor Philippe Laffont questioned whether the asset still offers the best long-term growth opportunity compared with SpaceX and AI.

Ethereum faces a different story.

The Ethereum Foundation cut roughly 40% of its budget and 20% of its workforce, while a new research group, EthLabs, launched with backing from Joe Lubin, SharpLink and Bitmine. Supporters argue Ethereum is becoming less dependent on one organization and more decentralized as institutional adoption grows.

The Verdict

Capital keeps choosing AI over crypto. Bitcoin lost $60,000. Micron gained another reason to spend.

With this audacious move, President Trump could seal his historic legacy.

Minting a whole new generation of American millionaires in the process.

And nobody is paying attention.

But in this jaw-dropping new video, one ex-Wall Street insider exposes the smoking gun evidence that a Trump-approved $7.5 trillion tsunami is about to hit the markets.

Including a personal letter,  written by President Trump himself, revealing why phase one of this secret plan could be just days away.

Click here for full details on the secret plan to unlock $7.5 trillion for American investors NOW.

Micron answered that demand is still outrunning supply. Qualcomm expanded its ambitions. Apple and Intel are preparing for the next manufacturing cycle.

Bitcoin delivered the opposite message. Prices fell below $60,000. ETF outflows continued. Capital kept rotating elsewhere.

Tomorrow brings the final macro test. Core PCE tells investors whether inflation is following oil lower or staying high enough to justify Kevin Warsh's hawkish turn.

Tonight answered the AI question. Tomorrow answers the Fed's.