Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaStocks · News reference
Micron stock edged higher premarket as long-term AI supply deals boost earnings visibility. Get analyst takeaways on HBM margins and technical outlook for MU.
Reference details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaThe July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
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 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 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 benzingaLi Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.
Read original at benzinga