iShares Future AI & Tech ETF

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

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

Marvell Technology Scheduled to Release Q1 FY2027 Earnings on May 27

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

Silexion Therapeutics

GCL Global

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

NVDA

NVDL

NVDU

SOXL

NVDX

FTXL

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.

ZeroHedge

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Semicon Bull 3X

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Goldman Sachs

GS Hldg R

NVIDIA Corporation

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

DRAM

SOXX

SOXQ

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 Tech

Roundhill Memory ETF

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

Invesco Semiconductors ETF

Invesco PHLX Semiconductor ETF

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

MRVL

Marvell Tech rose 3.13% in the after-hours market; Micron Technology rose 3.10%, with a transaction volume of USD 373 million; NVIDIA rose 1.21%, with a transaction volume of USD 129 million; Intel rose 2.41%, with a transaction volume of USD 107 million

Price Alert

Marvell Tech

Intel

U.S. stock night trading fluctuations: Marvell Tech rose 3.13% in night trading, Amazon's increased holdings and Nvidia's investment boosted market confidence

AMDL

AMUU

Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued at approximately $447,000 in the 4th quarter. Other institutional investors, including Jennison Associates and Wellington Management, also significantly increased their holdings in AMD. Analysts have mixed sentiments, with some raising price targets due to AI-driven demand, while others caution about potential pullbacks in the semiconductor sector.

- Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (AMD) during the fourth quarter, amounting to approximately $447,000.  
- Significant institutional investments in AMD were noted, with holdings boosted by Jennison Associates, Wellington Management, Assenagon Asset Management, and Vanguard Group, representing a growing interest in the semiconductor manufacturer.  
- AMD reported $1.37 earnings per share for the last quarter, exceeding expectations, and its market capitalization stands at $675.15 billion, reflecting robust performance driven by AI infrastructure demand.

Market Beat

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bull 2X Shares

NASDAQ Composite Index

Citigroup

Oracle

Piper Sandler Cos

KeyCorp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC

IGPT

NVDY

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.

Invesco AI and Next Gen Software ETF

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia wins China chip nod but faces new roadblocks

MULL

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.

AASTOCKS News

GraniteShares 2x Long MU Daily ETF

Samsung Electronics 

Applied Materials

Cisco

Samsung Electronics Co., Ltd. Sponsored GDR

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

CBRS

INTC

MVLL

NVIDIA (NVDA.US) will announce its earnings tonight after the market closes, and chip stocks are positioning themselves in advance. ARM (ARM.US) rose over 10%, Marvell (MRVL.US) rose over 7%, and Intel (INTC.US) rose over 5%. The Cerebras 2X leveraged ETF (CBRG.US) surged over 18% on its first day, reaching a new high

- On May 20, U.S. stocks related to GPUs and CPUs surged as investors anticipated Nvidia's upcoming earnings report.  
- ARM Holdings led the gains with a 10.02% increase, followed by Marvell Technology rising 7.42%, while Intel and AMD also saw notable gains.  
- Market analysts expect strong performance driven by AI demand, with Nvidia's report expected to reflect this trend, lifting investor confidence across the sector.

Movers Alert

Cerebras

T-Rex 2X Long ARM Daily Target ETF

Leverage Shares 2X Long ARM Daily ETF

GraniteShares 2x Long INTC Daily ETF

Spdr Select Tech

Leverage Shares 2X Long CBRS Daily ETF

GraniteShares 2x Long MRVL Daily ETF

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

Marvell Technology Gets Boost From New AMD Stake

Barchart Option

VG Info Tech

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

Tesla

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

Covestor Ltd reduced its stake in Micron Technology, Inc. (NASDAQ: MU) by 74% in Q4, selling 3,355 shares and holding 1,180 shares valued at $337,000. Other institutional investors, including AQR Capital and Vanguard Group, increased their stakes significantly. Citigroup and Mizuho raised their price targets for Micron, indicating positive market sentiment despite some concerns over semiconductor weakness and macroeconomic factors.

- Covestor Ltd reduced its stake in Micron Technology by 74.0% in Q4, holding 1,180 shares valued at $337,000 after selling 3,355 shares.  
- Institutional investors continue to adjust their positions, with AQR Capital Management increasing its stake by 411.9%, now owning shares worth $606.87 million, while Vanguard Group raised its stake by 1.9%.  
- Positive investor sentiment is noted as Citigroup raised its price target for Micron Technology significantly, indicating confidence in the company's prospects amid growing AI memory demand.

Mizuho Financial

Mizuho Financial Group, Inc.

Covestor Ltd Sells 3,355 Shares of Micron Technology, Inc. $MU

iShares Future AI & Tech ETF(ARTY.US)

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

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

U.S. stock night trading fluctuations: Marvell Tech rose 3.13% in night trading, Amazon's increased holdings and Nvidia's investment boosted market confidence

2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC

Nvidia wins China chip nod but faces new roadblocks

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

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

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'

Covestor Ltd Sells 3,355 Shares of Micron Technology, Inc. $MU