There's so much to talk about this Monday morning. But before we jump into all of it, Tom, just want to get your thoughts on what we are seeing with retail trading as we do come into a big week with Nvidia earnings. >> Sure.And it's been actually the markets have been pretty good. You named the you really did name the top um the top five and of the three uh individual equities, you know, Tesla, Micron, and and Nvidia, um you've seen an incredible amount of action in in in the derivatives market all those. S ...

Shares of Nvidia Corp (NASDAQ:NVDA) have stalled in recent months — but JPMorgan analyst Harlan Sur says the AI chipmaker's fundamentals are still accelerating. Despite massive hyperscaler spending and new product momentum, Nvidia’s stock has traded sideways (hovering around $187/share) since its last earnings report, setting the stage for what could be another beat-and-raise quarter.JPMorgan’s Sur said there is "little to suggest that NVDA will not (once again) deliver a beat-and-raise," pointing to strong ...

Nvidia shares could get a boost from SK Hynix's reported memory chip expansion. ...

And now I'd like to welcome in Kevin Green who's joining me to help me set up the action today. And so KG, as far as last week, I mean it was a busy week. I I had a guest call it as like markets are tired and I was like I think that I am as well.We have a new week to kick things off of course a full week. We had a holiday short and trading week last week. What are you watching this week. What are your key assessments from last week.>> Yeah, Jenny, I would actually agree. If you kind of look at the technical ...

Fourth quarter earnings season is entering its final stretch. In the week ahead, earnings from Nvidia (NVDA) will mark the final company among the so-called "Magnificent Seven" tech stocks to report quarterly results. This report should offer a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up. Other key results in the week ahead will include reports from Warner Bros. Disc ...

Core Insights - The Active Copper Cable Multi-Source Agreement (ACC-MSA) has been established to enhance interoperability and innovation in next-generation copper interconnect solutions [1][5] - The consortium aims to address key industry challenges by reducing power, cost, and latency while improving performance for high-speed copper interconnects [1][5] Group 1: Consortium Formation - Thirteen global leaders in networking, semiconductors, and cabling have formed the ACC-MSA, co-chaired by MACOM and Semtech [2] - Founding members include major companies such as AMD, Cisco, Dell Technologies, NVIDIA, and others [2] Group 2: Technical Focus - The initial focus of the ACC-MSA is on optimized copper interconnects featuring integrated linear equalizers [3] - Specifications will cover electrical, firmware, and testing requirements to ensure interoperability among various vendors [3] Group 3: Industry Impact - The integration of linear equalizers is expected to extend the reach of copper cabling, reduce thickness, and lower power consumption and latency compared to traditional DSP-based solutions [4] - AI hardware infrastructure spending is projected to exceed $1 trillion by 2029, with networking infrastructure nearing $200 billion, highlighting the importance of ACCs in future deployments [4]

（原标题：美股前瞻 | 三大股指期货齐跌 特朗普关税不确定性席卷市场） 1. 2月23日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，纳指期货现跌0.66%，标普500指数期 货跌0.46%，道指期货跌0.49%。 被美国最高法院裁定"非法"的关税完结在即! 15%全球新税无缝接棒。美国海关与边境保护局(CBP)表 示，将于周二美国东部时间凌晨12:01停止征收依据《国际紧急经济权力法》(IEEPA)实施的美国政府对 等关税举措——此举距美国最高法院宣告这些关税为"非法"性质征收已过去三天多。该政府机构在其货 物系统消息服务(CSMS)向托运人发布的消息中称，将自美东时间周二起停用与美国总统特朗普此前 IEEPA相关行政命令有关的所有关税政策代码。尽管在最高法院关税裁决公布之后，美国总统特朗普告 诉记者，美国政府不久后将在《1974年贸易法》第122条款下对全球征收15%的关税，但尚不清楚美国 政府是否需要退还已经征收的关税款项。 存储芯片巨头SK海力士：将扩大AI存储芯片产能以应对需求激增。在股价过去一年飙升逾四倍、创下 盈利纪录之际，SK海力士母公司SK集团董事长崔泰源承诺将显著扩大AI存储芯片产能， ...

Core Insights - AppLovin shares surged 11.2% last week, driven by Bank of America's defense of the stock after a post-earnings sell-off [1] - Tempus AI also saw an 11% increase, attributed to a preliminary Q4 report showing an 83% year-over-year revenue growth [1] - Micron Technology gained 4.01% as Bank of America raised its price target due to increasing AI memory demand [1] AppLovin - AppLovin's stock price increased significantly after Morgan Stanley raised its price target to $800, maintaining an Overweight rating [1] - The company reported Q4 2025 revenue of $1.66 billion, a 66% increase year-over-year, with an adjusted EBITDA margin of 84% [1] - Despite the recent gains, AppLovin is still down approximately 38% year-to-date from January highs, leading to discussions about its valuation among investors [1] Tempus AI - Tempus AI's stock rose following a preliminary Q4 2025 report indicating revenue of $367 million, an 83% increase year-over-year, and a record total contract value exceeding $1.1 billion [1] - The diagnostics segment experienced a remarkable growth of 121% year-over-year [1] - CEO Eric Lefkofsky expressed confidence in the company's strong position entering 2026, with a net revenue retention rate of 126% [1] Micron Technology - Micron's stock price increased after Bank of America raised its price target, citing accelerating demand for high-bandwidth memory in AI infrastructure [1] - The company reported cloud memory revenue of $5.28 billion in fiscal Q1 2026, nearly doubling year-over-year, with a gross margin of 66% [1] - Micron is recognized as one of the few companies capable of supplying high-bandwidth memory at scale, with 37 out of 43 analysts rating the stock as a buy or strong buy [1] AI Sector Overview - The VanEck Semiconductor ETF rose 1.8%, indicating a positive trend in the AI sector, particularly in semiconductors [1] - Software stocks are struggling, while segments like memory and networking are experiencing strong gains [1] - The broader AI market is characterized by significant divergence, with semiconductors leading the performance [1]

Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets and 5 Other Things to Know Today - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets ...

Core Viewpoint - Nvidia's stock performance ahead of earnings reports has shown volatility, with significant growth since late 2022 but uncertainty surrounding future earnings releases [1][2] Group 1: Stock Performance and Market Sentiment - Nvidia has experienced a $4.3 trillion growth since late 2022, but investing in NVDA stock before earnings reports has become risky due to past pullbacks following earnings releases [1] - The upcoming February 25, 2026 earnings report is expected to bring similar uncertainty, with NVDA shares trading flat since the beginning of the year [2] - Wall Street maintains a 'Strong Buy' rating for Nvidia, forecasting a 39.94% increase to $265.63 in the next 12 months, supported by strong revenue growth and a robust cash position [4][6] Group 2: Technological Dominance and Partnerships - Nvidia's technological leadership remains unchallenged, with its hardware consistently outperforming competitors, contributing to its strong position among corporate clients [6] - The company is reportedly finalizing a $30 billion investment in OpenAI, part of a larger effort by OpenAI to raise $100 billion at an $830 billion valuation [7] Group 3: Risks and Concerns - The $30 billion agreement with OpenAI raises concerns about the AI industry's profitability, as the deal appears less binding than initially reported [9][10] - There is uncertainty regarding demand for AI, with reports indicating that impressive user figures may not translate to sustainable growth, and OpenAI is projected to lose $14 billion in 2026 [11][12] - Customer concentration poses a risk, with three clients accounting for about half of Nvidia's income, which could impact future earnings guidance [13] - The memory shortage, termed 'RAMageddon,' may force Nvidia to reissue older chips, risking market share to competitors like AMD and Intel [14][15]