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Bank of America cut Nvidia, Micron and Lam Research from its US 1 list of top picks, citing no explanation, as Nvidia faces scrutiny over CEO Jensen Huang’s alleged affair.
Rahul VermaMicron Technology stock slipped to a three‑month low after China’s CXMT announced a new DRAM design and Democrats called for a pause on advanced AI development.
SK Hynix posted record Q3 results and stated that memory demand will outstrip supply through 2030, with over half of its 2027-2028 capacity already sold out.