Geopolitics to AI: Energy Inflation, Micron (MU), and the CapEx Boom

Brian Glenn connects geopolitical tensions and energy-driven inflation to broader market moves before shifting to the AI trade. He highlights strong momentum in names like Micron (MU) and rising hyperscaler spending, while noting mixed results in software, including Adobe (ADBE). He also points to Meta Platforms (META) and others raising capital for AI, drawing comparisons to the shale boom as investors begin to demand clearer return on investment.

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