$Micron Technology(MU)$   $NVIDIA(NVDA)$   As you wish to be in the know, Nvidia (NVDA) is surpassing $5.76 trillion in market capitalisation.  Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In

$Micron Technology(MU)$   In other news, Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P 500 EPS growth for the third quarter.

$Micron Technology(MU)$   $NVIDIA(NVDA)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P

$NVIDIA(NVDA)$   $Micron Technology(MU)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P 500 EPS growth for the th

$NVIDIA(NVDA)$   $Micron Technology(MU)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P 500 EPS growth for the th

$Micron Technology(MU)$   $NVIDIA(NVDA)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P

$Micron Technology(MU)$   $NVIDIA(NVDA)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P

$Micron Technology(MU)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P 500 EPS growth for the third quarter.

$Micron Technology(MU)$   Micron's bull case extends well beyond AI data centers. High-bandwidth memory (HBM) and advanced DRAM is increasingly needed across different pockets of AI infrastructure -- from autonomous vehicles, aerospace and defense, medical technology, industrial applications, and even humanoid robotics. Moreover, the company has signed 26 strategic customer agreements and more than 75% of its expected 2027 output is already committed. Remaining performance obligations (RPO) have climbed to roughly $150 billion. Lastly, Micron finished fiscal 2026 with $68.3 billion in net cash and generated $62.3 billion of adjusted free cash flow for the year. However, the company only repurchased $650 million o

$Micron Technology(MU)$   Michael Burry and Jim Cramer aren't the first two investors you'd expect to agree on a stock, but their disagreement over Micron Technology (MU -0.66%) is particularly interesting. Burry, the investor made famous by The Big Short, recently closed his outright short position in Micron and replaced it with put options. Cramer, meanwhile, warns that investors betting against the memory chip maker are "digging their own grave." After Micron's latest earnings report, I think Burry's bet faces a particularly difficult obstacle: the company he's betting against doesn't look much like the highly cyclical memory business investors became exhausted by over the last several decades. Micron's bull c

$Apple(AAPL)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$   Apple will launch their latest HomePod product and services platform on October 13th. This announcement will be Apple's moment to shine, as with all of the AI product-related companies, which will impact all their revenue estimates. The estimates reflect the moment we are in for the AI boom. "We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Yorkville Ives partner Dan Ives wrote. "AI infrastructure spending by the five largest cloud platforms

$Micron Technology(MU)$   $NVIDIA(NVDA)$   The estimates reflect the moment we are in for the AI boom. "We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Yorkville Ives partner Dan Ives wrote. "AI infrastructure spending by the five largest cloud platforms is running on the order of $850 billion this year, a figure that rivals U.S. defense outlays and ranks among the largest contributors to fixed investment in the economy." Ives listed Nvidia as one of his top picks from the tech sector.

$Micron Technology(MU)$   $NVIDIA(NVDA)$   The estimates reflect the moment we are in for the AI boom. "We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Yorkville Ives partner Dan Ives wrote. "AI infrastructure spending by the five largest cloud platforms is running on the order of $850 billion this year, a figure that rivals U.S. defense outlays and ranks among the largest contributors to fixed investment in the economy." Ives listed Nvidia as one of his top picks from the tech sector.

$Micron Technology(MU)$   $NVIDIA(NVDA)$   The estimates reflect the moment we are in for the AI boom. "We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Yorkville Ives partner Dan Ives wrote. "AI infrastructure spending by the five largest cloud platforms is running on the order of $850 billion this year, a figure that rivals U.S. defense outlays and ranks among the largest contributors to fixed investment in the economy." Ives listed Nvidia as one of his top picks from the tech sector. @JC888

$Micron Technology(MU)$   $NVIDIA(NVDA)$   Nvidia (NVDA) and Micron (MU) are poised to throw their earnings weight around this reporting season. The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet. What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P

$Micron Technology(MU)$   $Unity Software Inc.(U)$   $Alphabet(GOOG)$   Alphabet's (GOOG, GOOGL) Google and Unity Software (U) entered a partnership to launch new Playground platform for creators to develop video games using natural language prompts, the companies said Wednesday. People aged 18 and above can access the browser-based platform starting today, with tiered creation access rolling out based on a user's Google One membership, according to Google. Later this year, the companies will launch Unity Spark, which will be combined with Playground to offer pr