Wall Street is Still Pounding the Table Over Nvidia, Micron, and Netflix

• Nvidia is pushing higher connected a Truth Social study that the tech elephantine could vessel its H200 chips to “approved customers” successful China.

• Deutsche Bank analysts spot much upside heading into Micron earnings. The steadfast reiterated its bargain rating.

• Shares of Netflix are being viewed positively by analysts astatine Needham. The steadfast has a bargain standing connected NFLX and doesn’t judge it needs Warner Bros. Discovery.

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Nvidia (NASDAQ: NVDA) is pushing higher connected a study from Truth Social that the tech elephantine could vessel its H200 chips to “approved customers” successful China and different high-demand areas.  All nether the information that a 4th of income beryllium paid to the U.S. government. As a result, analysts astatine Bernstein conscionable initiated an outperform standing connected NVDA, noting that if reports are accurate, NVDA tin vessel chips to immoderate customers successful China, which is simply a affirmative development.

Just yesterday, analysts astatine Bernstein reiterated an outperform standing connected Nvidia, citing a important accidental with information centers. After all, artificial quality volition proceed to make monolithic request for information centers. Right now, according to MIT Technology Review, determination are astir 3,000 information centers crossed the U.S. Plus, according to a study from McKinsey, $5.2 trillion successful AI infrastructure investments volition beryllium needed by 2030.

Shares of Micron (NASDAQ: MU) are down astir $2.62 astatine the moment.

However, Deutsche Bank analysts spot much upside heading into earnings. The steadfast reiterated its bargain standing connected MU up of the company's net connected December 17, with a terms people of $280, up from $200. The steadfast believes MU is well-positioned to payment from the representation cycle, with HBM driving structural changes successful the semiconductor industry.

And down, but not out, shares of Netflix (NASDAQ: NFLX) are being viewed positively by analysts astatine Needham. The steadfast has a bargain standing connected NFLX and doesn’t judge it needs Warner Bros. Discovery. According to the firm, “NFLX buying WBD would enactment $83B of further worth astatine hazard of being disrupted by GenAI. Without WBD, NFLX is much global, much nimble, much tech-first, and has much flexibility with the Hollywood unions (called Guilds),” arsenic quoted by CNBC.

Just the different day, Evercore ISI reiterated an outperform standing connected NFLX.  The steadfast noted, “We admit that NFLX shares person been mostly reactive to caller developments re: imaginable strategical outcomes. But we judge Netflix’s semipermanent cardinal outlook is progressively strengthening, acknowledgment to its highly compelling worth proposition, its fantabulous execution way record, and its improved global, competitory positioning,” arsenic quoted by CNBC.