Mayo cerrando con récords, $MU en modo “HBM sold out”, $NVDA dobla apuesta en Taiwán y $IREN firma con $DELL

from WALL STREET COLADA · host Spanglish Trades

SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.

Episode metadata supplied by the publisher feed · Published May 27, 2026

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Mayo cerrando con récords, $MU en modo “HBM sold out”, $NVDA dobla apuesta en Taiwán y $IREN firma con $DELL

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