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OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

NVIDIA Officially Delivers First Self-Developed Vera CPUs to Top AI Labs Including Anthropic and OpenAI

Nvidia Announces AI Research Lab in Singapore, Focusing on Embodied and Efficient AI

AMD Adopts Dual-Track CCD Strategy for Venice Processor, Zen 6 High-Density Version Enters Production

NVIDIA GTC to Take Place in Taipei from June 1-4

AMD to Participate in Supercomputing 2026 (SC26)

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

Goldman Sachs reiterates Buy rating on Nvidia, focusing on growth beyond the "$1 trillion guidance"

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

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DRAM

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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GraniteShares 2x Long MU Daily ETF

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Direxion Daily MU Bull 2X Shares

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

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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.

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GraniteShares 2x Long NVDA Daily ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

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NVIDIA Corporation

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

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AMDL

GIGABYTE has launched the new B850 AORUS ELITE-P ICE motherboard edition, designed for anime fans and PC DIY communities. This edition features exclusive illustrations, enhanced performance technologies like X3D Turbo for AMD Ryzen™ 9000 processors, and EZ-DIY innovations for easier assembly. The B850 series will be showcased at COMPUTEX, with two aesthetic variants available.

- GIGABYTE has launched the B850 AORUS ELITE-P ICE motherboard edition, targeting anime fans and PC customization enthusiasts.  
- This new ATX version features exclusive Ari-inspired designs, X3D Turbo mode for enhanced gaming performance, and AI-driven technologies aimed at optimizing user experience.  
- The B850 Ari Editions will be showcased at GIGABYTE's booth during COMPUTEX, highlighting innovations that simplify PC building and performance tuning.

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GraniteShares 2x Long AMD Daily ETF

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Invesco S&P 500 Equal Weight Tech ETF

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Direxion Daily AMD Bull 2X Shares

Wedbush ETFMG Video Game Tech ETF

22:44 ETGIGABYTE lanza nuevas ediciones B850 Ari para responder a la alta demanda de las comunidades de anime y de montaje de PC

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US OvernightThe S&P 500 fell 0.67% to 7,353.61, the Nasdaq dropped 0.84% to 25,870.71, and the Dow shed 322.24 points (-0.65%) to 49,363.88 — the S&P's third straight losing session. The 30-year Treasury yield briefly topped 5.19%, its highest level in nearly 19 years, while the 10-year hit 4.687%, the highest since January 2025. The bond selloff was the dominant force: rising long-end yields are repricing risk assets across the board, and no sector was spared.

- The S&P 500, Nasdaq, and Dow experienced declines amid a bond selloff and rising Treasury yields, with the S&P facing its third straight losing session.  
- Key earnings reports and investor sentiment surrounding Nvidia's upcoming results are critical, especially in light of increasing long-end yields impacting growth stocks.  
- Expectations are high for Nvidia to deliver robust earnings, as a disappointing report could exacerbate market losses, particularly in the tech sector.

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SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

Mizuho analyst Vijay Rakesh raised price targets for Micron Technology (MU) and Texas Instruments (TXN), citing strong chip demand driven by rising AI needs and improving sector trends. Rakesh ranks highly among analysts, with a 71% success rate and an average return of 68.9% per rating over the past year.

- Mizuho analyst Vijay Rakesh increased price targets for Micron Technology and Texas Instruments due to stronger pricing and rising AI demand.  
- He noted improving trends across the semiconductor sector, reflecting positive market conditions.  
- Rakesh ranks 4th among over 12,237 analysts, boasting a 71% success rate and an average return of 68.9% per rating over the past year.

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Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand

Micron Technology's stock rose 4% after Citigroup and Mizuho raised their price targets, with Citigroup's target nearly doubling to $840. Mizuho's target increased from $740 to $800, citing strong demand for NAND and DRAM memory through 2027. Analysts forecast significant revenue growth for Micron, with earnings expected to increase tenfold. Despite concerns about a potential downturn, the outlook remains positive for the near future.

- Two Wall Street analysts from Citigroup and Mizuho have raised their price targets for Micron Technology, predicting significant growth in memory prices due to strong demand and potential supply constraints.  
- Citigroup's target increased nearly to $840 per share, while Mizuho's adjusted target reached $800, supported by forecasts of revenue growth to $33.6 billion and earnings growth to $19.02 per share by June.  
- Despite these positive indicators for Micron, analysts suggest that potential investors consider other high-performing stocks recommended by the Motley Fool instead.

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Why Micron Stock Just Popped Again

GraniteShares has filed for an 'Autocallable DRAM ETF' amid a surge in memory chip demand, following a strong rally led by Micron Technology. This move reflects Wall Street's shift towards complex financial products as the DRAM ETF gains popularity, having increased nearly 80% since its April launch. The demand for memory chips, crucial for AI infrastructure, has led to significant price hikes and earnings growth in the sector, despite warnings of potential market overheating.

- The AI memory-chip trade is progressing into a speculative phase with new ETF filings, including an Autocallable DRAM ETF by GraniteShares.  
- The DRAM ETF has surged almost 80% since April, driven by demand for high-bandwidth memory related to AI, while major memory stocks have experienced significant price increases.  
- However, warnings of overheating and bubble-like conditions in the semiconductor market are emerging, as the rapid shift to complex financial products reflects the strong investor interest in DRAM.

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GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

Nvidia anticipates record Q1 FY27 revenue of $78 billion, a 79% increase year-over-year, driven by AI datacenter demand. However, uncertainty surrounds sales in China due to U.S. approvals for H200 chip sales without deliveries, as Beijing promotes domestic alternatives. Analysts are divided on the outlook, with some optimistic about AI infrastructure growth and others cautioning against competition and geopolitical challenges.

- Nvidia projects Q1 FY27 revenue of $78 billion, representing a nearly 79% increase year over year, driven by strong demand in AI datacenters.  
- The U.S. has approved H200 chip sales to Chinese tech giants, but no deliveries have occurred due to China's focus on domestic alternatives.  
- Analysts are divided, with some predicting substantial growth from AI infrastructure expansion while others caution against competition in AI inference and geopolitical challenges.

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Nvidia eyes blockbuster earnings as China chip sales remain uncertain

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Micron and SanDisk stocks have fallen, but Melius Research analyst Ben Reitzes remains optimistic, raising Micron's price target to $1,100 and SanDisk's to $2,350, indicating potential upsides of 61% and 76%, respectively. He believes AI demand is stabilizing memory companies, with major cloud firms securing long-term supply deals. Micron's high-bandwidth memory is sold out through 2027, enhancing its pricing power. Both stocks hold Strong Buy ratings, though analysts predict slight downside for Micron and 10% upside for SanDisk.

- Memory chip stocks Micron (MU) and SanDisk (SNDK) are experiencing a decline amid a selloff in AI memory stocks, despite optimistic views from analyst Ben Reitzes.  
- Reitzes raised his price targets significantly for both companies, citing strong AI demand and long-term supply agreements as factors stabilizing future revenue.  
- He believes that Micron's high-bandwidth memory (HBM) supply issues and the growing need for flash storage in enterprise AI data centers will continue to drive demand for these memory stocks.

Marvell Tech

Micron and SanDisk Stocks Fall, but One Top Analyst Sees Massive Upside Ahead

Analysts from Melius Research and Bank of America have raised Micron's price targets to $1,100 and $950, respectively, driven by AI demand and supply constraints. Despite trading above $700, analysts consider Micron's forward P/E of near 8 and strong earnings growth as reasonable. The stock has experienced significant volatility, rising from $300 to over $800 before a recent decline due to sector concerns.

- Melius Research and Bank of America have raised their price targets for Micron to $1,100 and $950, respectively, driven by AI demand and supply issues.  
- Although Micron's stock is currently above $700, its forward P/E ratio of approximately 8 and strong earnings growth suggest it remains fairly valued, according to many analysts.  
- The stock has seen significant volatility, rising from $300 to over $800 before recently declining, influenced by broader sector uncertainties and geopolitical factors.

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Analysts lift Micron targets past $1,000 amid AI boom

SAMSUNG SEMICON(03132.HK)

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

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

22:44 ETGIGABYTE lanza nuevas ediciones B850 Ari para responder a la alta demanda de las comunidades de anime y de montaje de PC

SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand