Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026

Episode summary

We break down the divergent market moves where Micron surged 15% while Apple fell 6%, driven by an ‘AI cost squeeze’ that is reshaping market leadership. The episode analyzes the shift from mega-cap concentration to small-cap and industrial rotation, offering a specific playbook for tomorrow’s trading session.