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Charles Moon discusses the capex and power questions facing A.I. growth. He sees memory stocks leading the sector, and says they have held up the best this year, noting Micron (MU) at new highs. “This is probably the one segment to watch” for consistent growth and low volatility, he argues. Micron is set up “really well” for 2026 and could potentially become the leader of the segment. He also likes Oracle (ORCL), Meta Platforms (META), and Netflix (NFLX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about #micron #mu #oracle #orcl #meta #nflx #netflix #ai #stockmarket #stock #investing #finance