Nvidia, Micron, Qualcomm in focus as KeyBanc boosts estimates on China, AI hopes – Seeking Alpha

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Nvidia (NASDAQ:NVDA), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM) and a host of other semiconductor stocks were in focus on Monday as KeyBanc Capital Markets weighed in on the sector.

“Our quarterly supply chain findings were mixed,” analysts John Vinh and Jim Long

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