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Micron: Just One Announcement Away
Jun 10, 2026, 6:10 AM ETMicron Technology, Inc. (MU) Stock
Deep Value Investing
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In my view, a single announcement from a major AI lab showing reduced HBM requirements could trigger a DeepSeek-style selloff regardless of Micron's supply position.
SK Hynix reportedly holds 60-70% of V
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2026-06-09
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Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
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Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
Recent pr
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Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel
Jun 09, 2026, 9:19 AM ETCadence Design Systems, Inc. (CDNS) Stock, INTC StockTSM, SSNLFBy: Chris Ciaccia, SA News Editor
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Cadence Design Systems's (CDNS) announcement of an expanded deal with Intel Foundry (INTC) to accelerate Intel 14A process optimization is “increm
2026-06-09
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
High Alpha Professor
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Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV
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Micron: Buckle Up For What Is About To Happen
Jun 08, 2026, 12:58 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Julia Ostian
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Micron Technology, Inc. offers explosive upside but is now highly sensitive to market sentiment, making it riskier and more volatile than before.
MU's re
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2026-06-08
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Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush
Jun 08, 2026, 9:44 AM ETNVIDIA Corporation (NVDA) Stock, P StockBy: Brandon Evans, SA News Editor
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Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to sourc
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ASML: Three Risks The Market Is Completely Ignoring
Jun 08, 2026, 4:50 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF Stock
The Quality Growth Investor
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ASML Holding NV remains a dominant, high-quality growth monopoly in semiconductor lithography, but its current valuation is excessively rich.
ASML trades at ~54x
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Nvidia, SK Telecom plan gigawatt-scale AI cloud in South Korea
Jun 08, 2026, 4:44 AM ETNVIDIA Corporation (NVDA) Stock, SKM Stock, HXSCL StockNHNCF, LGEIYBy: Ravikash Bakolia, SA News Editor
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Nvidia (NVDA) said SK Telecom (SKM) plans to build a gigawatt-scale AI Cloud in South Korea using the U.S. company's DSX platform, with the first AI factory plann
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock
Beth Kindig
Investing Group Leader
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Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-08
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Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Jun 08, 2026, 2:51 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockQQQ, SMH, XLK
, VGT, IGPT, SOXX, ROBO, ARKQ, BOTZ, AIEQ, AIQ, ARTY, THNQ, WTAI, CHAT
By: Manshi Mamtora, CFA
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Jensen Huang, CEO of Nvidia (NVDA) said the recent selloff in U.S. semiconductor stocks should be viewed in
2026-06-07
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