Micron Technology (MU) is about to face its biggest test of the year. The company did not have to say a word to give investors a preview of what is coming — two of its most important neighbors in the memory supply chain already did the talking.

SpaceX (SPCX) and Nvidia (NVDA) stocks have taken different roads of late, but there’s still plenty of interest in where their AI stories go next.

Nvidia’s latest earnings report was supposed to be about one thing: artificial intelligence chips. Instead, buried inside the numbers was a threat aimed squarely at two companies that have never had to worry much about Nvidia before.