NVIDIA and Micron now account for 36% of the S&P 500's earnings growth this quarter, highlighting their dominant role in the market. NVIDIA's revenue and profit per share are expected to nearly double year-over-year, while Micron anticipates even more explosive growth due to high demand for memory in AI data centers. A key indicator is NVIDIA's supply commitments, which have surged, signaling strong future demand that benefits Micron as a key supplier. However, rising memory costs could pressure margins and slow growth if demand or supply commitments falter. This concentration in a few stocks raises risks for index investors, as setbacks in these companies could significantly impact the overall market's earnings growth.
NVIDIA and Micron continue to show strong investor interest on Pluang, with NVDA trading at USD 220.33 and MU at USD 912.50. Both stocks have gained over 1.7% in the last day, reflecting steady demand. This data is current as of Oct 21, 2026 23:11 WIB.
Schneider Electric introduced its RapidScale Modular Data Center Reference Design 115, a prefabricated blueprint optimized for AI infrastructure using NVIDIA's Vera Rubin platform and advanced liquid cooling. This design addresses the growing demand ...
Elon Musk's comments during SpaceX's Q3 earnings call about rapidly expanding AI computing capacity sparked a premarket rally in chip stocks including NVIDIA, Intel, and SanDisk. Musk expects to increase SpaceX's AI compute power to 2.5-3 gigawatts b...
CrowdStrike announced an expanded partnership with NVIDIA to integrate AI threat detection into NVIDIA's hardware, enhancing security against rogue AI agents. This collaboration lifted CrowdStrike shares by 4%, while related cybersecurity and observa...
Nvidia reported a 106% jump in quarterly revenue to $96.22 billion and projects $108 billion next quarter, signaling rapid growth driven by AI demand. Despite this, its stock is up just 15% year-to-date due to concerns over AI funding and supply cons...
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
