AI chip stocks recovered as Micron disclosed $22 billion in multiyear customer commitments secured by mid-September 2026, including take-or-pay agreements that require payment regardless of delivery. Broadcom extended its Meta partnership through 2029, while its CEO projected AI semiconductor revenue of $115 billion in fiscal 2027 and $230 billion in fiscal 2028. Amazon raised its full-year capital expenditure forecast to $220 billion. Piper Sandler initiated Overweight ratings on Nvidia, AMD, and Broadcom with price targets of $300, $600, and $460, respectively, while Bank of America lifted its annual U.S. semiconductor growth forecast to 18% through 2030. Analysts expect supply tightness to persist into 2027, although reliance on a small group of hyperscalers remains a key risk.