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.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about