‘Only in America’: Trump hails Nvidia’s record $96.2B quarter and Micron’s massive $250B US bet — are you cashing in?

Former President Donald Trump publicly praised semiconductor giants Nvidia and Micron, highlighting their strong financial performance and domestic capital investments as proof of American economic strength. Trump celebrated Nvidia's latest quarterly results, which saw revenue surge 106% year-over-year to a record $96.2 billion, driven by an exceptional 117% increase in data center sales reaching $89 billion. Nvidia also posted net income of nearly $59.7 billion and projected next-quarter revenue of roughly $108 billion. Trump also highlighted Micron Technology following its announcement of a new $10 billion investment in domestic research laboratories over the next decade, adding to its broader $250 billion commitment to U.S. manufacturing and research. Over the past five years, Nvidia and Micron shares have surged over 850% and 1,200%, respectively, underscoring the strength of the artificial intelligence hardware boom. While the semiconductor sector continues to experience strong momentum from AI infrastructure demand, analysts and advisors note potential macro risks including tariff pressures, inflation, and high portfolio concentration, suggesting investors balance growth allocations.