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AI-Driven Memory Boom Meets Earnings Reality

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Earnings season continues into October, with several key companies set to report their quarterly results. Micron Technology MU will be in focus as it navigates the AI-driven memory boom and broader semiconductor cycle.

Nike NKE's Q1 earnings report on Thursday is also expected to provide insight into the company's turnaround strategy, particularly in weak demand regions such as Greater China.

Carnival CCL's Q3 results on Tuesday will shed light on the impact of rising fuel costs and geopolitical pressures on European itineraries, despite resilient booking trends.

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