WS #10110

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Memory names are ripping: MRVL up 11.9% to $324.24 on analyst's 48% upside call tied to optical networking growth; INTC and MU up 8.6% and 9.3% respectively; semis sector up 5.1%. Amazon is in talks to sell custom AI chips to data center customers, directly competing with Nvidia.

Semiconductor and Memory Rally

Memory names are ripping: MRVL up 11.9% to $324.24 on analyst's 48% upside call tied to optical networking growth; INTC and MU up 8.6% and 9.3% respectively; semis sector up 5.1%.

Amazon is in talks to sell custom AI chips to data center customers, directly competing with Nvidia.

Full world state #10110