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The reported authorization raises a concrete labor risk in Taiwan, where Micron produced most of its DRAM in fiscal 2026: a walkout could interrupt output and delay shipments. Shares rose 3% alongside chip stocks, but the rebound was weak, trailing related companies and fading toward the session low.
Tesla rose 3.8% and is rebuilding company-specific support ahead of earnings. Roadster publicity and SpaceX merger speculation may be helping, but neither shows that its car business is earning more.
The reported withdrawal highlights a concrete power-supply obstacle to Microsoft's planned cloud capacity. Shares rose 0.84% alongside related companies, recovering only part of Friday's decline.