Micron $MU is now a top 10 hol-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%.

Nvidia Reclaims $200 — Can H2 Revenue Beat Expectations?

Nvidia rose 2.63% today. SemiAnalysis forecast on June 30 via X projects Nvidia's data center compute revenue in the second half of FY2027 will exceed Wall Street consensus by approximately 20%. The bullish thesis rests on resolved HBM4 memory supply constraints that had bottlenecked Rubin platform shipments, alongside secured front-end wafer capacity — clearing the path for a significant H2 earnings surge.

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