Jay Kwon

mentions 2 type Person feed RSS

// recent coverage 2 mentions

11:53

2026-08-17

ca.finance.yahoo.com

ai-infrastructure

Micron stock heats up again, crossing $1,000

Micron Technology Inc. (MU) shares crossed the $1,000 level in premarket trading on Monday, marking the first time since July 6, and are up 240% year to date. The rally is driven by strong demand for …

13:07

2026-08-10

ca.finance.yahoo.com

ai-infrastructure

Memory chip supply crunch will last 2 more years, JPMorgan warns

JPMorgan strategist Jay Kwon predicts the AI-driven memory chip shortage will persist for another two years, with demand broadening from GPUs to CPUs, and remains bullish on memory stocks despite a 25…

// co-occurs with top 8 entities

JPMorgan 2 Micron Technology Inc. 1 MU 1 KeyBanc 1 John Vinh 1 Nvidia 1 AMD 1 Micron 1

// topics top 3 topics

ai infrastructure 2 ai chips 2 ai research 1