Investing·2026-02-21 06:13Group 1 - NVIDIA Corporation continues to lead the AI and gaming sectors, with a significant increase in revenue driven by strong demand for GPUs, reporting a year-over-year growth of 101% in Q2 2023 [1] - Micron Technology Inc is facing challenges due to a downturn in the memory chip market, with a projected revenue decline of 50% year-over-year for the fiscal year 2023 [1] - Palantir Technologies Inc is expanding its government and commercial contracts, showing a revenue increase of 22% year-over-year in Q2 2023, indicating strong demand for its data analytics solutions [1] Group 2 - The semiconductor industry is experiencing volatility, with supply chain disruptions and fluctuating demand impacting companies like Micron and NVIDIA [1] - The AI sector is driving growth for technology companies, with NVIDIA positioned as a key player benefiting from increased investments in AI infrastructure [1] - The overall market sentiment remains cautious, with investors closely monitoring earnings reports and guidance from major tech firms [1]