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stock falls on fears about Nvidia's new chips, but investors may be overreacting","url":"https://stock-news.laohu8.com/highlight/detail?id=2610657220","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610657220?lang=en_us&edition=fundamental","pubTime":"2026-02-10 01:23","pubTimestamp":1770657780,"startTime":"0","endTime":"0","summary":"Some investors have been worried about Micron's role serving Nvidia's forthcoming chip lineup, but one analyst says he still likes the company's positioning. Micron's stock was down more than 2% on Monday morning.Micron Technology's stock has been one of the market's hottest this year, but it's cooling down on Monday as investors assess the competitive landscape.One issue potentially weighing on Micron's stock  on Monday is that rival Samsung Electronics  will start mass production of its sixth-generation high-bandwidth memory chips, HBM4, later this month for use in Nvidia's  upcoming Vera Rubin graphics processing units, South Korea's Yonhap News Agency reported on Sunday.Mizuho trade-desk analyst Jordan Klein said in a Monday note that he thinks Micron's stock drop is related to a \"moronic press\" indicating that Micron's HBM4 offerings aren't fast enough for Nvidia and thus will get shut out of the Rubin GPUs.According to Pajjuri, the price surge itself could be behind a third of th","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GOOW","GOOY","3NVD.UK","MU","AMZW","NVD2.UK","2NVD.UK","GOOG","AMZN","AMZY","GOU","NVDU","NVDG","MUD","NVDA","NVDW","CRWG","USAW.SI","NVDY","USJW.SI","GOOX","NVDD","CWVX","GOOP","MULL","NVDQ","SNVD.UK","NVIW.SI","GOOGL","GGLL","WDC","NVDL","NVD","NVII","AMZZ","AMZD","SSNHZ","MUU","NVD3.UK","CORD","CRWV","NVDS.UK","DIPS","STX","CRWU","AZYY","NVDX","AMZU","NVDS","GGLS"],"gpt_icon":0},{"id":"2610250657","title":"Michael Burry Warns Alphabet's 100-Year Bond Move Mirrors Motorola's 1997 Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2610250657","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610250657?lang=en_us&edition=fundamental","pubTime":"2026-02-10 01:16","pubTimestamp":1770657360,"startTime":"0","endTime":"0","summary":"\"Big Short\" investor Michael Burry issued a warning Monday about Alphabet Inc. (GOOGL) (GOOG) planning to issue 100-year bonds, drawing parallels to Motorola Solutions Inc.'s (NYSE: MSI) downfall following a similar move in 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and Shovels Still Rule the AI Tech Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2610763957","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610763957?lang=en_us&edition=fundamental","pubTime":"2026-02-09 19:32","pubTimestamp":1770636769,"startTime":"0","endTime":"0","summary":"The AI trade has definitely become more fraught. But at least one constant remains: Investors are choosing the companies on the receiving end of big tech's spending spree.So far, 2026 has been a rough year in general for tech stocks. By Friday's close, the Nasdaq composite logged a 1% loss, compared with a 4% gain for the Dow. Even more telling, the S&P 500 Equal Weight Index is up around 5%, compared with a 1% gain for the standard S&P 500. The equal-weight index essentially nullifies the outsize influence of eight tech giants, whose combined market capitalization takes up more than a third of the S&P 500's total.The declines have been driven by what can only be described as a schizophrenic mood regarding artificial intelligence. New AI coding tools from companies such as Anthropic have made investors question the future of software companies, while the tech giants that are spending vast sums to enable those tools are also being punished.The only somewhat safe place is proving to be 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Class C: Wall Street Bets Big on AI Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2609528672","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609528672?lang=en_us&edition=fundamental","pubTime":"2026-02-07 23:01","pubTimestamp":1770476489,"startTime":"0","endTime":"0","summary":"Alphabet Class C ( ($GOOG) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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