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The iShares Semiconductor ETF fell 13% in four weeks, erasing its premium over the Nasdaq 100. Micron now trades at 6.8x forward earnings.
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Before the IV crush comes the IV rush. Data on Salesforce, Intel and NVIDIA shows how implied volatility climbs into earnings — and why option prices don't follow.
Read original at benzingaIf Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaIntel Corp. (INTC) stock is surging Thursday following Nvidia’s strong Q2 financial results and reports of potential broad U.S. chip tariffs.
Read original at benzingahttps://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaMicron Technology stock declined on Thursday amid profit-taking, Nvidia's margin disclosures, and potential U.S. chip tariffs.
Read original at benzingaNvidia AI buildout is expensive. Memory prices will drive gross margins to 71%–72% in Q4, the first major margin decline of the AI cycle.
Read original at benzinga