VG Info Tech

Wall Street Firm Adjusts Nvidia Target Price to $270-$325, Excluding China H20 Ban Impact

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Nvidia Reports Q1 Operating Profit of $53.5 Billion

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Nvidia Reports 2027 Q1 EPS at $2.39, Beating Expectations

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NVIDIA Forecasts Q2 GAAP and Non-GAAP Gross Margins at 74.9% and 75.0%

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Nvidia Adds $80 Billion Stock Buyback Authorization and Raises Quarterly Dividend to $0.25 Per Share

Nvidia Q1 Data Center Revenue Hits $75.2 Billion

Nvidia Q1 Revenue of $81.62B Beats Expectations, After-Hours Stock Rises 0.3%

Nvidia 2027 Q1 Revenue of $81.6B Beats Market Expectations

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

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DRAM

Analysts suggest that an impending 18-day strike by Samsung workers could tighten memory supply and boost Micron's stock. Shares of Micron rose 2% following reports of the strike, with expectations that the disruption could lead to higher prices and increased market share for Micron. Analysts also note that Micron is actively recruiting talent in the high-bandwidth memory sector, aiming to strengthen its position in the AI memory ecosystem amidst Samsung's labor issues.

- An expected 18-day strike by Samsung workers could severely impact memory supply, potentially driving up prices and benefiting Micron's stock.  
- Analysts indicate that Micron may gain a larger market share and price premium during this disruption, as the demand for high-bandwidth memory is increasing amid the AI data center boom.  
- Despite the strike, recent court rulings may mitigate some of the supply constraints, resulting in uncertain effects on the memory market.

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Micron Tech

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GraniteShares 2x Long MU Daily ETF

Direxion Semicon Bull 3X

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Direxion Daily MU Bull 2X Shares

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Micron's stock gets a boost. Are Samsung's problems helping?

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Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

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Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

Markets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact

- Markets showed initial stability in the US afternoon session, with semiconductor stocks briefly recovering before declining again.  
- The overnight session has seen an acceleration, particularly influenced by NVIDIA's performance, which is expected to be the week's focal point amid stable interest rates.  
- Oil market developments also play a significant role in overall market dynamics.

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Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

Micron Technology, Inc. (MU) has seen a 660% stock increase over the past year, driven by strong financial performance and demand in the DRAM market due to AI spending. The outlook remains positive as the company is positioned to benefit from ongoing market dynamics.

- Micron Technology, Inc. has seen a stock increase of over 660% in the past year, driven by strong financial results.  
- The company is expected to capitalize on ongoing demand-supply imbalances in the Dynamic Random Access Memory (DRAM) market, particularly due to rising AI spending by hyperscalers.  
- This position is anticipated to enhance Micron's earnings further.

Tip Ranks

Micron's (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger

IGPT

Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

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Nvidia wins China chip nod but faces new roadblocks

Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

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Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

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The AI market is shifting from training to inference and agentic AI, presenting new opportunities for companies like AMD, Micron, and Broadcom. AMD is positioned to benefit from higher CPU demand for inference, while Micron's DRAM and HBM products are in high demand due to the memory-bound nature of inference. Broadcom is capitalizing on custom chip development for inference tasks, with significant partnerships and revenue growth projected.

- The article discusses the evolving AI market, highlighting the transition from training large language models to focusing on inference and agentic AI.  
- Nvidia has dominated the initial phase due to its powerful GPUs and established software platform, but new competitors like AMD, Micron, and Broadcom are positioned to thrive as demand shifts.  
- AMD leads in CPU technology for inference, Micron benefits from rising DRAM prices, and Broadcom is pivotal in developing custom chips, all contributing to their potential success in the emerging AI landscape.

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Broadcom

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These Super Stocks Could Be the Biggest Winners in the AI Inference and Agentic AI Economy

MRVL

MVLL

Marvell Technology Gets Boost From New AMD Stake

Marvell Tech

GraniteShares 2x Long MRVL Daily ETF

Marvell Technology Gets Boost From New AMD Stake

Nvidia CEO Jensen Huang stated that workers are more likely to lose jobs to those who can effectively use AI rather than to AI itself. During a panel discussion, he emphasized that AI can automate tasks but does not eliminate jobs. He encouraged workers to learn AI tools as adoption increases across industries. Huang also noted that AI has transformed fields like radiology, leading to more job opportunities rather than fewer. Rep. Ro Khanna highlighted the need for workers to have ownership and bargaining rights amid technological changes.

- Jensen Huang, CEO of Nvidia, stated that workers are more likely to be displaced by those skilled in using AI rather than by AI itself.  
- He emphasized that AI can automate tasks but does not necessarily eliminate jobs, as evidenced by the increasing use of AI in fields like radiology, which has led to more employment rather than less.  
- Huang encouraged workers to become proficient in AI tools as the technology becomes integral across various industries.

benzinga_article

Spdr Select Tech

Tesla

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

AAPL

Google is introducing a new feature called 'Continue On' for Android, similar to Apple's Handoff. This feature allows users to transfer tasks from their Android phone to a compatible tablet. Initially, it will only support moving tasks from phone to tablet, with plans for bidirectional support in the future. Users will see a 'Continue On' icon on their tablet, suggesting recently used apps from their phone.

- Google is introducing a new feature called "Continue On" that enables users to move tasks from an Android phone to a compatible tablet.  
- At launch, this feature only supports transferring tasks from phone to tablet, with plans for bidirectional support in the future.  
- The "Continue On" icon will appear on Android tablets, suggesting the most recently used apps from the phone, allowing users to quickly access documents and emails.

The Verge

Apple

Android 17 is getting its own version of Apple’s Handoff

VG Info Tech(VGT.US)

Micron's stock gets a boost. Are Samsung's problems helping?

Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

Micron's (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger

Nvidia wins China chip nod but faces new roadblocks

Citi Raises Micron Technology, Inc. TP to USD840, Expects Further HBM Price Hikes Next Year

These Super Stocks Could Be the Biggest Winners in the AI Inference and Agentic AI Economy

Marvell Technology Gets Boost From New AMD Stake

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

Android 17 is getting its own version of Apple’s Handoff