NVDA and MU Related Headlines
Go Back- Nvidia's Huang: Nvidia is Micron's Largest Customer - Fox Business
- Micron stock falls after Samsung’s next-gen chip production news
- Lynx Equity Comments on Amazon (AMZN)
- Micron stock dips as analyst slashes Nvidia HBM4 supply forecast to zero
- Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
- Sandisk reports earnings today: Bernstein weighs potential upside scenarios
- Micron stock falls after Samsung nears HBM4 certification for Nvidia
- Chip equipment stocks soar after TSMC’s bullish forecast
- RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
- White House: Trump may impose broader tariffs on imports of semiconductors and their derivative products
- Trump: signed action that will allow U.S. to take in 25% on sale of chips
- Lynx Equity on Taiwan Semi (TSM): 'We expect management to raise its AI CAGR outlook as inference workloads kick in'
- Wolfe names new AI chip stock as Best Idea after 'only' 36% gain in 2025
- KeyBanc Shares Positive Takeaways on NVDA and MU Following Asia Trip
- Cantor Fitzgerald: We expect Semiconductors to Outperform in 2026.
- Can Micron blowout memory outlook turn around AI sentiment?
- Semi stocks gain after blowout earnings and guidance from Micron
- Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
- Trump aides see no rush to levy promised semiconductor tariffs - Reuters
- NVIDIA (NVDA) Up 3pct Ahead of Earnings
- Trump: working on approving advanced chips for Saudi
- S&P 500 earnings preview: All eyes on Magnificent 7
- Chip stocks rise as OpenAI’s Stargate project fuels AI memory demand hype
- These 2 AI stocks stand out as supply chain winners, says KeyBanc
- Trump considering tariffs on foreign electronic based on number of chips - Reuters
- Goldman First Take on Micron (MU): 'We expect the stock to move higher following a quarter and guidance that were well ahead of the Street', Expects Positive SNDK Reaction
- Wells Fargo on KED Article: 'at this point it feels like MU has to confirm that its supply is sold out for next year'
- JPMorgan: 'If the press reports are true, Samsung’s long awaited qualification for Nvidia’s HBM3e supply is a positive development'
- Samsung secures Nvidia HBM3E qualification as Micron faces HBM4 hurdles
- Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
- AMD most under-owned chip stock despite sales growth outlook
- Trump Administration Weighs Plan To Reallocate $2 Bln In Chips Act Funding For Critical Minerals, Sources Say - Reuters
- Trump: I'll be setting tariffs on steel, chips next week
- Mizuho lifts price targets on global AI server stocks
- White House: perhaps chips deals could expand to other companies
- Trump: Tariff of 100% on chips and semiconductors, unless building in U.S.
- Wall Street strategist explains how to navigate an ’AI Bubble’
- Alphabet raises capex by $10 billion: This is good for these 3 AI stocks
- Goldman Sachs Downgrades SK Hynix (000660:KS) to Neutral, 'continue to be constructive on the long-term outlook for the HBM market'
- Citi Positive on AMD, AVGO, MU and NVDA
- KeyBanc's Asia Takeaways for Semiconductors: Most Positive for AMD, AVGO, MPWR
- Geopolitical uncertainty creates attractive environment for AI trade - Wells Fargo
- Micron boosts planned U.S. investment by $30 billion amid AI-driven demand
- Bessent: No Quid Pro Quo in Terms of Chips For Rare Earths in U.S.-China Trade Agreement
- Lutnick: we are not going to give China our best chips
