Invezz
13 Nov 2026, 16:37 UTC · 1h ago
Why are Micron, SK Hynix, and SanDisk stocks falling on Friday?
Impact · against what's priced in
The selloff reflects growing market skepticism regarding the sustainability of AI infrastructure spending, which directly challenges the aggressive revenue targets the market currently refuses to pay for. While short-term volatility is high, the fundamental drivers for NVDA and MU remain tied to the conversion of long-term architectural roadmaps into realized orders.
- NVDA−0.40
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures
Increased investor concerns about the returns on massive AI capital investments and infrastructure spending suggest that the $1 trillion Blackwell/Rubin projection is becoming even less likely to be priced in.
What NVDA's price assumes · Sep 1
