Shares of memory-related companies are trading lower. The CEO of Roundhill Investments said in a CNBC interview that a beat-and-raise isn't enough to sustain the group's rally with expectations so high and said investors may be moving back towards Nvidia from the memory sector.

Why Is Micron Stock Falling on Thursday?

Micron Technology stock declined on Thursday amid profit-taking, Nvidia's margin disclosures, and potential U.S. chip tariffs.

QUICK SPARK: Nvidia's Next Rally Could Create Another Fourteen Intels in Market Value

If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.

Nvidia’s AI Boom Hits Its First Margin Wall: Memory Prices

Nvidia AI buildout is expensive. Memory prices will drive gross margins to 71%–72% in Q4, the first major margin decline of the AI cycle.

NVIDIA’s Biggest AI Bottleneck Isn’t Demand—It’s Memory

Micron and SK Hynix shares jumped after NVIDIA earnings signaled surging demand and tight supply for AI-driven memory.

SK Hynix CEO Says SK Hynix Is Considering Locations Around The World That Could Provide New Business Opportunities For Customers

- Reuters

SK Hynix CEO Says Expects Memory Shortage To Continue Through The End Of 2030