Jun. 26 at 8:35 PM
These companies here caused the inflation:
$MU - HBM demand shock pushing memory pricing higher as server demand explodes
$SNDK - NAND tightening as hyperscalers aggressively secure storage capacity
$GOOG - rising capex guidance = sustained AI infra spending pressure across supply chains
$META - massive data center expansion competing for chips, power, and labor input costs
$AAPL - indirect pressure via supply chain diversion into AI servers vs consumer devices
This isn’t traditional inflation… it’s AI-driven supply constraint inflation across semis, cloud, and hardware ecosystems.