Breaking research
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Published 2026-07-04T21:07:49.426971Z
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Chip selloff hits memory stocks hard, but Trump-backed Micron has a hidden demand catalyst from Tesla's blowout quarter
The memory and storage sector is selling off hard — SanDisk dropped 11% and Seagate fell 7% on supply-glut fears, and that panic is dragging Micron down with it. But Micron has two things its peers do not: first, Tesla just crushed delivery