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Micron forecasts a decade of "Physical AI" opportunities: Humanoid robots will drive DRAM demand, memory chip supply shortage may continue until after 2027
Sumit Sadana, Executive Vice President and Chief Business Officer of Micron Technology, stated that due to the ongoing surge in demand driven by the AI wave and the industry's inability to expand capacity fast enough, the tight supply situation in the memory chip market is expected to persist beyond 2027.

Pump.fun Takes 98% of Launchpad Revenue as Daily Volume Hits $542 Million
Targeting the "Funding Gap" in the AI Industry Chain! Morgan Stanley (MS.US) Launches $1.5 Trillion Financing Facilitation Plan Covering AI Infrastructure and Defense Technology
Morgan Stanley launches a $1.5 trillion U.S. innovative infrastructure financing plan, as Wall Street giants compete to bet on AI and national defense strategic industries.

Tech sentiment stabilizes, Korean stocks rise 1.2%, Samsung up about 5%, inflation worries weigh on bond market, gold falls
The MSCI Asia Stock Index rose slightly by 0.2%. South Korea's Kospi Index increased by 1.2%, with Samsung Electronics leading the technology sector with a gain of about 5%. Gold fell 0.3% on Tuesday to $4,376 per ounce, after previously rising above $4,400 per ounce. The yield on the 10-year U.S. Treasury note rose by 6 basis points to 4.71%.