Hendy Susanto
Portfolio manager at Gabelli Funds with expertise in technology and semiconductor investments, offering analysis of Micron's earnings, memory market dynamics, and industry capacity trends.
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Mar 18, 2026 • 35min
Powell Says No Plans to Leave Fed Until Investigation Over
Hendy Susanto, portfolio manager specializing in tech and semiconductors, breaks down Micron’s earnings and memory market capacity. Greg Peters, co-CIO of PGIM Fixed Income, explains market moves, rising yields, and how Powell’s stance shaped expectations. They discuss AI-driven demand, supply timelines, inflationary effects from tariffs, and near-term rate and macro implications.
