VG Info Tech

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

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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

Mitsubishi UFJ Increases AMAT Stake by 17%, Argus Raises Target Price to $500 on Strong Earnings

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

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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

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AMD Readies New Ryzen 7 7700X3D Processor

OPTIMI HEALTH CORP

HCW Biologics

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

Micware

GCL Global

Arcadia Biosciences

MetaVia

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

Silexion Therapeutics

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

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

Citigroup

Samsung Electronics 

Applied Materials

Cisco

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Samsung Electronics Co., Ltd. Sponsored GDR

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

MRVL

AMUU

MVLL

Marvell Technology Gets Boost From New AMD Stake

Barchart Option

Marvell Tech

Direxion Daily AMD Bull 2X Shares

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

Alphabet

Alphabet - C

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

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.

Market Beat

Mizuho Financial

Mizuho Financial Group, Inc.

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

Micron Technology's stock has surged from under $100 to over $700, driven by high demand for memory chips, particularly from AI data centers. Despite current supply shortages, analysts predict a potential stock price of $1,480 by 2027, assuming continued demand growth. However, the cyclical nature of the memory market poses risks, as oversupply could lead to price drops in the future. Investors should monitor market conditions closely to avoid losses.

- Memory chips are currently in short supply due to high demand from AI data centers, with Micron Technology struggling to meet this demand.  
- Micron expects its production capacity to improve, but predictions indicate that supply could still fall short even as the industry expands, potentially allowing the company to maintain pricing power.  
- Analysts project significant price growth for Micron's stock, suggesting it could reach $1,480 per share by 2027, although investors should remain vigilant about decreasing demand in the future.

nasdaq

Intel

S&P 500

Prediction: This Will Be Micron's Stock Price at the End of 2027 (Hint: It's Well Over $1,000)

AVGO

AVGX

AVGG

AVGW

AVGU

Mesirow Financial Investment Management Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 31.4% in Q4, owning 145,219 shares after selling 66,414 shares. The stock represents 1.0% of its portfolio, valued at $50.26 million. Other institutional investors also adjusted their positions. Insider sales included 10,000 shares by Charlie B. Kawwas and 1,000 shares by Gayla J. Delly. Analysts remain bullish on AVGO, with various price target adjustments reflecting confidence in its AI-driven growth.

Broadcom

Defiance Daily Target 2X Long AVGO ETF

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Roundhill AVGO WeeklyPay ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bull 2X Shares

Broadcom Inc. $AVGO Stock Holdings Lowered by Mesirow Financial Investment Management Inc.

Accidentally saw it and thought it was worth sharing...

The 10 Best ETFs in the U.S. Stock Market

VG Info Tech(VGT.US)

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

Marvell Technology Gets Boost From New AMD Stake