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$MU : U.S. supply-chain investment + rebound
Sentiment: Positive
'''Micron shares rose about 7% after announcing up to $3B to strengthen the U.S. semiconductor supply chain, including $500M tied to GlobalWafers’ Texas expansion, while memory/storage names rebounded after a Samsung-led selloff (sentimentScore range: 0.2–0.4). The news reinforces a resilience narrative for the memory cycle and highlights how fast sentiment can flip on fresh capex/catalyst headlines.'''