Market Commentary – May 18, 2026 [Seagate's CEO just said it would 'take too long' to build new factories](https://www.cnbc.com/2026/05/18/seagate-memory-chip-stocks-ai.html), and that single sentence is doing more work than any earnings estimate right now. The room is focused on whether AI capex returns justify $NVDA valuations and whether memory demand stays strong.

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