Capital.com senior market analyst Daniela Hathorn said Micron’s results reaffirm the AI investment cycle, have helped U.S. equities recover some losses and have improved semiconductor-sector sentiment; investors will likely tolerate short-term volatility so long as the earnings outlook continues to justify elevated valuations.

2026-06-25

Capital.com senior market analyst Daniela Hathorn said Micron’s results reaffirm the AI investment cycle, have helped U.S. equities recover some losses and have improved semiconductor-sector sentiment; investors will likely tolerate short-term volatility so long as the earnings outlook continues to justify elevated valuations.