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Twelve investment banks, including Morgan Stanley, Wedbush, Deutsche Bank, Citi, Stifel, Needham, Bernstein, Haitong International, Jefferies Group, Wells Fargo, Goldman Sachs, and Cadence, have raised their target prices for Micron Technology and forecast that rising memory chip prices will drive Micron Technology's profits and share price higher. The investment banks expect the supply-demand imbalance for DRAM and NAND will persist, with Jefferies Group predicting a quarter-on-quarter increase of 40% to 50% in Micron Technology's memory prices in the third quarter, Deutsche Bank expecting DRAM supply shortages to last until 2028, and Citi predicting that the average selling price of DRAM will rise by 200% this year.

BlockBeats reported that on June 24, the size of leveraged ETFs in the United States is growing at a record pace, with investors' use of leverage also at an all-time high. Currently, the assets under management for the US three-times long Nasdaq 100 Index ETF TQQQ have risen to approximately $40 billion, approaching its historical peak. At the same time, assets under management for the three-times long Semiconductor ETF SOXL have reached a record high of $34 billion. Since April, SOXL’s asset size has increased more than threefold, while TQQQ’s assets have almost doubled. In contrast, the two-times long Nasdaq 100 Index ETF QLD grew by $7 billion in the same period, an increase of 88%, with its assets approaching a historical high of $15 billion. Driven by this, the total assets under management of US leveraged ETFs have reached a record high of $198 billion, up 55% over the same period.

The impact of the energy market is fading, and logistics have returned to normal after the geopolitical storms. When palm oil departs from crude oil’s strong support and returns to its fundamentals, how will its price fluctuate?