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

Nvidia - Nvidia is set to potentially ship its H200 chips to "approved customers" in China, contingent on a quarter of sales being paid to the U.S. government, which is viewed positively by analysts [2] - Bernstein analysts have initiated an outperform rating on Nvidia, highlighting the positive implications of shipping chips to some customers in China [2] - The demand for data centers is expected to grow significantly due to artificial intelligence, with an estimated $5.2 trillion in AI infrastructure investments needed by 2030 [3] Micron - Micron shares are currently down by approximately $2.62, but Deutsche Bank analysts anticipate more upside as the company approaches its earnings report on December 17 [4] - Deutsche Bank has reiterated a buy rating on Micron, raising the price target from $200 to $280, citing the company's favorable position to benefit from the memory cycle [4] Netflix - Analysts at Needham maintain a buy rating on Netflix, suggesting that the company does not need to acquire Warner Bros. Discovery, as doing so could risk $83 billion of additional value due to potential disruptions from GenAI [5] - Evercore ISI has also reiterated an outperform rating on Netflix, emphasizing the strengthening long-term fundamental outlook due to its compelling value proposition and improved global competitive positioning [6]