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Absolute Gestao de Investimentos Ltda.

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AI memory boom fuels chip growth, stock swings

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Latest: Micron Technology stock dips as memory boom drives investor reshuffling

AI‑driven memory demand continues to dominate the semiconductor sector. Micron’s $250 billion U.S. fab plan, a six‑quarter backlog and full allocation of 2026 high‑bandwidth memory capacity underpin its outlook, while SK

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