FedEx, Micron Earnings and PCE Data Set to Shape Markets This Week - BeInCrypto

This week, several key catalysts are set to influence market sentiment across equities, semiconductors, and inflation outlooks. FedEx is set to report its first standalone quarterly results as a pure ... Read original →

Micron’s earnings will reveal whether AI memory demand has shifted from speculative stockpiling to real deployment. Persistent HBM3E shortages could make TSMC’s CoWoS packaging capacity the choke point for the entire AI accelerator ecosystem, inflating delivery costs for NVIDIA and AMD. FedEx’s first post-spinoff report indirectly signals a logistics realignment: new fabs in North America and India are replacing some expansion momentum previously centered in Taiwan, China. If PCE data shows stickier-than-expected core inflation, the Fed may delay rate cuts, pressuring memory makers’ capex. Over the next 18 months, vertically integrated players like Samsung or those with long-term AI cloud contracts—such as SK Hynix with Microsoft—will dominate, while smaller DRAM suppliers risk exclusion from the AI supply chain.