If you’re feeling envious of Nvidia, well, that’s the idea. In fact, the green-eyed monster is baked right into the AI chipmaking titan’s name, since it is a mash-up of the Latin word invidia, meaning “envy,” and the letters NV for “next version.” The name is intended to evoke the idea of creating products that others would envy, and Nvidia’s (NVDA) green logo is designed to evoke the phrase — you guessed it — “green with envy.” And perhaps it’s not surprising that the company that CEO Jensen Huang co- ...

Group 1 - Nvidia (NVDA.US) shares increased by 1.8%, reaching $183.3 [1] - Billionaire Leo KoGuan, a major supporter of Tesla, purchased 1 million shares of Nvidia, valued at approximately $180 million [1] - KoGuan expressed confidence in AI, stating it is not a bubble and that this is just the beginning, indicating plans to buy another 1 million shares soon [1]

These are baffling moments for semiconductor investors. The recent earnings for NVIDIA Corporation ( NVDA ) demonstrated to us that, even as the company posted anJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. ...

The U.S. stock market opened with a cautious but resilient tone on Wednesday, March 4th, 2026, as investors balanced stronger-than-expected labor data against escalating geopolitical tensions in the Middle East. While the previous session saw significant volatility, the major indexes showed signs of stabilization during the morning hours, driven by a rebound in technology shares and a moderation in oil price spikes.Major Indexes Opening PerformanceAt the opening bell, the major market indexes presented a mi ...

While Nvidia (NASDAQ: NVDA) stock has seen notable declines since its blockbuster earnings report, insights from an artificial intelligence platform suggest the equity is likely to trade at $200 by the end of March.Over the past week, NVDA shares have dropped more than 7%, trading at $180 at press time. In pre-market trading on Wednesday, the stock was up 1.1% to $182.NVDA one-week stock price chart. Source: FinboldThe shares have consolidated near the $180 level following a pullback largely attributed to e ...

Group 1 - Software stocks, represented by the iShares Expanded Tech-Software Sector ETF (IGV), are down over 20% year-to-date, reflecting investor concerns about AI's ability to rapidly develop similar software products [1] - Nvidia CEO Jensen Huang argues that the market has misjudged the impact of AI on enterprise software, suggesting that AI will not replace existing products but will enhance their functionality [2][5] - New AI tools, such as those from Claude and Anthropic, are being developed to assist in various job functions, including wealth management and investment banking, indicating a shift in how software can be utilized in professional settings [4][6] Group 2 - The emergence of AI tools that can perform tasks traditionally done by humans has raised concerns among investors and consumers about the future of enterprise software [3][5] - Companies like ServiceNow are expected to develop specialized AI agents that will operate on their platforms, enhancing the efficiency of existing software solutions [6]

Investment Focus - The report highlights the strong growth potential in the storage industry, with domestic storage manufacturers expected to exceed production expansion forecasts, benefiting companies closely tied to these manufacturers [1] - NVIDIA is projected to have a strong performance in FY4Q26, with a significant increase in overall revenue and EPS trajectory, supported by a robust order backlog of 500 billion [1] - Alphabet's cloud business is expected to grow significantly, driven by AI solutions, with a 48% growth rate in the last quarter, leading to an increase in EPS for 2026 and 2027 [1] - Alibaba's cloud growth is anticipated to exceed consensus estimates by 2-3% for the year, despite short-term performance pressures [1] Company Analysis - Zhongwei Company is positioned as a leading player in the hardware sector, benefiting from a deepening platform strategy that expands its capabilities in etching, film deposition, and measurement [1] - Tencent is recommended as a top pick in the internet sector, with a target price of 700, driven by steady growth in core gaming and advertising businesses, alongside new revenue streams from mini-games and video accounts [2] - New Oxygen is recognized for its strong marketing capabilities and low customer acquisition costs, with a target price of 10.1 USD based on its growth trajectory in the light medical beauty sector [2] - Ato Hotel is expected to achieve a revenue growth of 26% to 12.39 billion, with a strong market position in the mid-to-high-end hotel sector [3] - HashKey is positioned as a leading digital asset platform in Asia, benefiting from regulatory trends and expected to expand its product offerings in derivatives and leveraged trading [4] - Tesla's advancements in autonomous driving and robotics are highlighted, with expectations for accelerated overseas expansion and significant product developments [4] - MP Materials is noted for its strategic importance in the rare earth industry, benefiting from domestic supply chain localization and increasing demand from the defense and renewable energy sectors [7] - ACWA Power is recognized as a leader in the renewable energy sector, with a focus on solar, wind, and green hydrogen projects, supported by government power purchase agreements [8] - Vestas is highlighted as a dominant player in the wind energy sector, benefiting from global wind power growth and technological advancements in turbine efficiency [9] - Three-Six Pharmaceutical is noted for its strong market position in kidney, blood, and oncology sectors, with promising pipeline products and collaborations with Pfizer [10]

Core Viewpoint - NVIDIA's potential announcement of a new inference chip at the upcoming GTC conference may have contributed to the decline in memory stocks like Micron and SanDisk, raising concerns about a shift in the memory market narrative [1][2] Group 1: Market Reactions - Micron's shares fell after a significant sell-off in Korean memory stocks, with SK Hynix dropping 11.5% and Samsung 9.9% [1] - Despite the broader market weakness, American memory stocks like Micron and SanDisk showed resilience, with Micron up 3.3% and SanDisk up 4.2% before market opening [1] - The KOSPI index fell 12% in the latest trading session, with SK Hynix and Samsung experiencing further declines of 9.6% and 11.7%, respectively [1] Group 2: NVIDIA's New Chip - NVIDIA is reportedly preparing to launch a new chip that utilizes a radically different architecture, focusing on SRAM instead of high-bandwidth memory (HBM) [1] - The new chip is expected to enhance efficiency for inference workloads, potentially allowing NVIDIA to compete more effectively against companies like Broadcom [1] - NVIDIA's acquisition of Groq for $20 billion indicates a strategic shift towards this new architecture, which could impact the demand for HBM and NAND flash memory [1] Group 3: Implications for Memory Stocks - The introduction of NVIDIA's new chip could lead to a re-rating of memory stocks, particularly if it disrupts the current memory supercycle that has benefited companies like Micron and SanDisk [2] - Micron's guidance suggests projected revenue of $18.7 billion for the next quarter, indicating strong performance despite potential long-term threats from NVIDIA's new technology [2] - SanDisk is expected to report historic EPS growth this year, but the market is concerned about the long-term implications of NVIDIA's advancements [2]

Group 1 - Wall Street analyst Alex Henderson upgraded Lumentum Holdings' 12-month price target from $550 to $850, indicating a shift from a projected decline of 23.77% to an expected rally of 17.81% [1][2] - The upgrade is linked to a $2 billion investment agreement with Nvidia, which is expected to start receiving Lumentum's high-power lasers in the second half of 2027, with the agreement lasting until at least 2029 [2][3] - The agreement with Nvidia may signal potential future customers for Lumentum, strengthening the bullish outlook for the company [3] Group 2 - There is a growing disconnect between Wall Street's bullish sentiment on AI and the broader market's skepticism, as evidenced by significant stock volatility following the announcement of the Nvidia deal [4][6] - Lumentum's stock experienced notable fluctuations, rising from $700 to $784, then dropping to $694, and finally settling at $721 by March 4 [5] - Investor anxiety is reflected in the market's reaction to strong earnings reports from Microsoft and Nvidia, which led to substantial single-session losses despite positive business results [7]

March 3, 2026 10:49 AM GMT Asia Technology | Asia Pacific M Idea AI Supply Chain: CPO and ASIC Dynamic Update We see customers aggressively developing scale-up and scale- out CPO, with Asia semis names including TSMC, ASE, KYEC, FOCI, AllRing, and TFC helping realize these goals. We remain optimistic about CPO, although it is still very early. 2026 marks the beginning of CPO development: We published a CPO deep-dive in January 2026 (see report) highlighting that we might see scale-out and scale-up developme ...