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Micron closed at $1,016.59 after a 6%-plus session, its first move above the $1,000 mark, and is up roughly 15.8% over 30 days from about $877 on August 7. OpenAI's GPT-6 Astra launch and firming DRAM pricing pushed the whole memory complex higher; Micron is up roughly 236% in 2026 with a market cap near $1.14 trillion. Fiscal Q3 revenue came in at $41.46 billion with $18.3 billion of adjusted free cash flow.
Nvidia is paying $11.9 billion to Hugging Face shareholders plus roughly $1 billion in retention equity — its second-largest deal ever, behind the $20 billion Groq asset purchase in December. Hugging Face brings three million models, half a million datasets and more than 18 million developers into Nvidia's orbit. The deal is expected to close in the first half of next year.
Trader-implied odds of a 25-basis-point hike sit near 50%, with the rest clustered on a hold — an unusually even split heading into the August CPI print on September 11. Headline inflation ran 3.4% year over year in July, and Chair Kevin Warsh's hawkish Jackson Hole tone is colliding with heavy political pressure from the White House to cut. Rate-sensitive, long-duration AI names are the most exposed either way.
Apple's September 9 Cupertino event is the first with John Ternus as CEO after Tim Cook handed over the title on September 1. Expected: the first folding iPhone, the 2-nanometer A20 Pro chip, and the long-delayed LLM-based Siri AI. KeyBanc has warned the event could be a negative catalyst if pricing hikes raise demand and margin questions; AAPL rose 1.5% Friday into the print.
New Street upgraded AMD to Buy from Neutral with a $215 target, built on a scenario of roughly $400 billion in AI chip spending in 2027. Bank of America's Vivek Arya lifted his target to $175 from $130 with a Buy rating. AMD and Intel have been leading the semi tape recently while Nvidia lagged — a rotation worth watching.
Oracle reports after the close Thursday, September 10. Consensus is roughly $19.13 billion in revenue and $1.30 EPS, but the number that moves the stock is remaining performance obligations — currently $638 billion — and whether management's 58% to 64% cloud order growth guide converts to realized revenue. Any update on large AI infrastructure contracts is the swing factor.
IonQ presents at 12:30 p.m. Eastern today with CEO Niccolo De Masi, CFO Inder Singh and SkyWater CEO Thomas Sonderman. The SkyWater Technology acquisition and the roadmap to 800 logical qubits by 2027 are the headline items; Jefferies flagged this as the sector's next major catalyst. 44 of 52 covering analysts rate it a buy with a median target of $65, roughly 63% above recent levels.
SanDisk rose 11.9% Friday to $1,740 as reports of big tech locking in NAND capacity into the next decade pushed the shortage narrative out to 2028 and beyond. Goldman Sachs' $7.6 trillion AI infrastructure forecast through 2031 underpins the thesis; SanDisk has five long-term supply agreements covering about a third of fiscal 2027 bit production at a roughly $0.29-per-gigabyte floor. The $42 billion backlog is real — the valuation debate is what's now spreading across every memory name.
With data center revenue at 92.5% of the top line — $89 billion of Nvidia's $96.2 billion Q2 — local opposition to AI buildouts is becoming a genuine input, not background noise. Huang urged G20 governments to regulate proven harms rather than hypothetical ones, and separately declared AGI has arrived on the back of GPT-6 Astra. Guidance still calls for $108 billion in Q3 revenue and roughly 70% fiscal 2028 growth.
Anthropic has confidentially filed for a listing after a $65 billion Series H at a $965 billion valuation, led by Altimeter, Dragoneer, Greenoaks and Sequoia — nearly triple its $380 billion February mark. Reporting points to an October offering targeting roughly $2 trillion, which would leapfrog OpenAI to the public markets. Not tradeable yet, but the pricing will reset comps across the entire AI complex.
