Elon Musk addresses memory-chip stock concerns with one simple observation

Reported by MarketWatch · Published 5 Aug 2026, 5:45 PM MYT (1 hr ago)

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Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for semiconductor stocks.

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Elon Musk addresses memory-chip stock concerns with one simple observation

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