Here is a quick look at NVDA, MU, and AMZN based on some recent updates in the AI space. Nvidia is up about 17% this year, roughly in line with the S&P 500. They report Q2 earnings at the end of August. With hyperscalers increasing their spending and AMD reporting a strong quarter, expectations are leaning positive. They are currently trading at a forward PE of 24. Micron stock has tripled in 2026 but pulled back from its highs. There is some concern that memory chip prices will drop, but management expects supply to stay tight until mid-2027 before new production capacity comes online. Amazon raised its 2026 capex guidance to $220 billion, up from $200 billion, largely due to paying higher prices for those memory chips. AWS is still seeing solid growth to justify the spending, with Q2 revenue up 37% and operating income jumping 64%.