This Nvidia change could spell good news for Micron

Reported by MarketWatch · Published 11 Aug 2026, 3:42 AM MYT (1 hr ago)

Image: MarketWatch

An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.

Source & full coverage: this summary is aggregated from MarketWatch, the original publisher. Read the complete report for full context, data and quotes.

Read the original report at MarketWatch →

This Nvidia change could spell good news for Micron

Summary

More in Markets

Workers are worried, but there’s no sign AI is muscling people out of their jobs on a massive scale

EBay may dodge a GameStop takeover — but there’s a new twist in the Ryan Cohen saga

Should wealthier Americans forgo their Social Security benefits as a charitable gesture?

Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech

Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream

Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.