Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.
Up Next in 2026 | Inside the ICE House
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America250 Chair Rosie Rios on Unity,...
America250 Chair Rosie Rios joins Inside the ICE House to discuss plans for the nation’s 250th anniversary and the effort to engage all Americans in the celebration. She outlines how the initiative blends storytelling, innovation, and community-driven programming to inspire the next generation. R...
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Axiom Space CEO Jonathan Cirtain on B...
Axiom Space CEO Jonathan Cirtain goes Inside the ICE House to discuss how the company is building infrastructure for sustained human activity in low Earth orbit. He explains Axiom’s integrated approach across astronaut missions, payloads, spacesuits and its planned commercial space station. Cirta...
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Via CEO Daniel Ramot on Reimagining P...
Via CEO Daniel Ramot goes Inside the ICE House to discuss how the company is modernizing public transit with dynamic routing and data-driven technology. He explains how Via’s platform improves efficiency by matching real-time demand with flexible transit options across cities. Ramot highlights th...
