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● Memory makers, among Lam's largest customers, surged on Wednesday.
● Power-management chips deliver stable power to AI GPUs and accelerators.
● Bank of America removed Micron from its US 1 List on November 10.
● Baird downgraded Nvidia to Neutral with a $200 target, cut from $500.
● CoreWeave raised its 2026Revenueoutlook to $13.0 billion to $13.3 billion.
● Industrials finished as the third-best S&P 500 sector.
● Dell, a direct competitor, rocketed on the same day.
● Sandisk had shed more than a third of its value over the prior month.
● Seagate reported fiscal first-quarterRevenueof $4.23 billion and adjustedEarningsof $7.68 a share.
● Smartphone prices rose by a record amount in October's consumer price report.
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