Latest / Market Pulse by Orestes Capital
June 25, 2026 - Micron Melts Up as Oil Shock Fears Hit the Tape
Micron just lit a fire under the AI chip trade — and markets are paying attention.
In this episode of Market Pulse, we break down Micron’s blowout results, what the move says about AI infrastructure demand, and why semiconductors remain one of the most important trades on the board. But while chip bulls are roaring, a new oil supply shock is creeping back into the macro conversation — raising fresh questions about inflation, risk appetite, and whether markets are getting too comfortable.
AI euphoria, energy risk, and a market trying to price it all in real time — this is the setup investors…
The skinny
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