All eyes on Micron earnings! | MarketTalk
About this video
Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history.
The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-bandwidth memory (HBM) chips and data-centre investment, investors are beginning to ask whether expectations have become too optimistic.
Today, all eyes turn to Micron's earnings. Strong results are expected, but are they already fully priced in? More importantly, how will the market react?
Is this the start of a deeper correction in AI-related stocks, or just another pause before the next leg higher?
Watch the full episode to find out more!
0:00 Intro
0:52 Tech selloff
5:43 Mining stocks & precious metals
7:11 All eyes on Micron earnings!
Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
#Micron #AI #Semiconductors #HBM #Nasdaq100 #TechStocks #BigTech #FederalReserve #InterestRates #BondYields #Earnings #StockMarket #Investing #MarketRotation #Samsung #SKHynix #DataCenters #FinancialMarkets #MarketOutlook #Equities
#Swissquote #MarketTalk
_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
