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

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.

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

Published August 5, 2026 · Category: Finance

Overview

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.

Source

Originally published at www.marketwatch.com.

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