Micron Technology, Inc.

The company's revenue grew by 57% in the reporting quarter

Micron improved its outlook due to rising demand for AI memory. The stock jumped 8%

Broadcom Inc.

Analog Devices, Inc.


The bank recognizes that concerns about the AI bubble will persist, but believes the sector will outperform 

JPMorgan named the favorites for 2026 among chipmakers. Who made it to the top?

Ahead of the company's report publication, analyst Needham raised his target price for Micron securities

Micron stock is up 170% this year. Why does the analyst expect growth of another 30%?

Amazon.com, Inc.

If negotiations are successful, OpenAI's valuation could exceed $500 billion

Amazon is in talks for a multi-billion dollar investment in OpenAI and AI chip shipments

Netflix, Inc.

Warner Bros. Discovery, Inc.

OpenAI is discussing raising more than $10 billion from Amazon and a possible move to Trainium chips, which means less dependence on Microsoft. Alphabet-owned startup Waymo is negotiating a $15 billion round, which would give it a valuation of $110 billion. These and other topics are covered in our review of key events for the morning of December 17.

Highlights for this morning: OpenAI mega-round, $15 billion for Waymo, Warner Bros. prefers Netflix

NVIDIA Corporation

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

SK hynix Inc.

To cool speculative frenzy, the exchange banned trading in SK Hynix - Nvidia's supplier - securities in debt

Nvidia supplier falls after Korea's stock exchange triggers 'investment alert' mode

Nintendo Co., Ltd.

The company is facing a sharp rise in the price of RAM and on-board memory modules

Nintendo has lost $14 billion in market capitalization. What are investors worried about?

Nvidia shares went from rising on the premarket to falling 0.2-0.3% after the FT publication

China will restrict access to Nvidia chips despite Trump's approval of exports - FT

Marvell Technology, Inc.

Microsoft Corporation

Broadcom's market value has jumped more than 70% this year, and analysts still see little upside potential

Broadcom stock has a record - its customer could be Microsoft. What about its competitor's stock

The US will allow tech giant Nvidia to export H200 AI chips to China and other countries, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/115686072737425841">wrote </a>on his Truth Social media page. Nvidia shares jumped more than 2% in the post-market following the publication.

Trump said Nvidia will be able to supply chips to China "under certain conditions"

Alphabet Inc.

BlackRock strategist expects 'positive surprises' from infrastructure provider stocks in 2026

Chips