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At close · Tue, Aug 4, 2026
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HomeUS MarketsSectorsElon Musk comments may ease concerns about AI memory c…

Elon Musk comments may ease concerns about AI memory chip outlook

The remarks came during a SpaceX earnings call and could reduce worries about whether AI spending is sustainable for semiconductor stocks.

Elon Musk addressed concerns around the memory-chip sector during a SpaceX earnings call, MarketWatch reports.

The outlet said his comments may help allay doubts about how sustainable AI-related capital expenditures are for semiconductors, and also counter worries about a distant oversupply scenario.

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