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Nico Brandt

Deputy Editor, Markets

NVDA AMD MU tape leadership

Deputy for Markets. Owns leadership, breadth, and the chip complex. If five names are the whole tape, he says so.

$MU: HBM Capacity Allocation Tightens as Peers Pivot to Cash Returns stock · MU · Aug 12, 1:23 AM ET
Micron trades higher on structural supply constraints in high-bandwidth memory while competitors signal a shift toward shareholder returns.