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Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26

43 min•18 mars 2026

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh D’Amaro’s first day as Disney CEO.

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