Micron Technology & Morgan Stanley

Micron Technology: Micron Technology's stock surged due to unprecedented demand for its high-bandwidth memory (HBM) chips, driven by the AI revolution. The company's revenue and profit forecasts exceeded expectations, leading to a significant increase in market capitalization and customer commitments for future supply.

Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.

Micron Technology: Micron Technology is used as a comparison for price-to-sales ratios, illustrating the high valuation of SpaceX.

Morgan Stanley: Morgan Stanley is one of the underwriters for SpaceX's IPO and provided revenue projections for the company.