Morning Bid: Microneconomics

What matters in U.S. and global markets today

By Mike Dolan, Editor-at-Large, Finance and Markets

Micron Technology's impressive earnings update and demand forecasts on Wednesday have reheated the shaky chip sector, lifting the trillion-dollar memory chip maker's stock about ‌14% overnight and igniting a tech rally around the world on Thursday.

What drove Micron's impressive stock surge and market impact?

How are chip demand forecasts affecting global markets?

What inflation risks does AI spending create for economy?

Why might falling oil prices complicate Fed inflation policy?

With Qualcomm also revealing the extent of demand for its chips ‌over the next couple of years, any suggestion that this week's market wobble was down to an easing of the chip frenzy appears wide of the mark.

But first, check out my latest column on why peace in the Gulf is unlikely to help the Federal Reserve's inflation dilemma - and could even exacerbate it.

And listen to the latest episode of the Morning Bid daily podcast. Subscribe to hear Reuters journalists discuss the biggest news in markets and finance seven days a week.

With Wall Street futures back higher after the main indexes ended in

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/morning-bid-microneconomics-103522312.html)