Ahead of Micron's (MU) earnings later this week, Diane King Hall talks about the company's completion of its Taiwan Fab acquisition. She talks about how it adds to the bull case for Micron and other AI memory chips. One blemish in tech: Qualcomm (QCOM) after Seaport downgraded the stock. Diane ends on the earnings front with a mixed report from Dollar Tree (DLTR).
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