Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The 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 benzingaStocks · News reference
68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters
TrendForce says memory will take 68% of hyperscaler capex in 2027. Micron trades 26% below its June record. What the numbers really say.
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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.
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Read original at benzingaNvidia’s AI Boom Hits Its First Margin Wall: Memory Prices
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Read original at benzingaNvidia $100 Billion Historic Quarter Confirms the AI Boom
Nvidia delivered extraordinary Q2 results with 106% YoY revenue growth to $96.2B, 75% gross margins, and $59.7B net income. The company is compared to historical capital-goods suppliers during major investment booms. Unlike the dot-com era's dark fiber overbuild, AI infrastructure appears economically justified with high utilization rates and profitability. At 23.5x forward earnings with a Zacks Rank #2 (Buy), NVDA stock appears attractively valued despite risks from concentrated customer base and massive financing requirements.
Read original at zacks-investment-researchNvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?
Nvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.
Read original at zacks-investment-research