But I don't remember anybody forecasting that all of a sudden AI data centers will be buying up so much of the world's RAM that the rest of us would be scrging for leftovers. >> Can I actually ask about that. So I heard there's a data center RAM crunch and I thought oh it's because Nvidia is selling a lot of GPUs today centers.Don't the GPUs use a different RAM. Don't they use VRAM. They have their video RAM.It's on a slightly different standard, but fundamentally all the memory is coming from just a few co ...

Core Viewpoint - Needham analyst raised Micron Technology, Inc.'s price target from $380 to $450 while maintaining a Buy rating, citing sustained tightening in the memory market and upward pricing trends [1] Group 1: Analyst Ratings and Price Targets - Needham analyst N. Quinn Bolton increased Micron's price target to $450, maintaining a Buy rating [1] - Morgan Stanley analyst Joseph Moore also reiterated a Buy rating on Micron with a price target of $450 [2] Group 2: Market Conditions and Demand - The tightening in the memory market is allowing memory pricing to continue its upward trend [1] - Substantial capital expenditures by hyperscalers and a shift towards larger reasoning models are driving demand for high-performance memory and storage solutions [1] - Micron's Executive Vice President of Operations described the shortage in memory chips as "unprecedented" [2] - Micron's AI memory semiconductors are fully booked for 2026 [2] Group 3: Company Background - Micron Technology, Inc. is a major U.S.-based manufacturer of memory and storage solutions, founded in 1978 and headquartered in Idaho [3]

The stock is likely to make a big move.Nvidia (NVDA +0.94%) remains the most talked-about stock on the market, even though its performance has been underwhelming recently. It's roughly flat year to date, but it's likely to make a big move after it reports fiscal 2026 fourth quarter (ended Jan. 25) earnings on Wednesday, Feb. 25, although it's unclear in which direction.Here's what investors can expect, and what I'll be watching for in the results.Beating Wall Street's expectationsNvidia has a history of bea ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of GSI Technology Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation and Legal Action - Rosen Law Firm is preparing a class action to seek recovery of investor losses for those who purchased GSI Technology securities, with no out-of-pocket fees through a contingency fee arrangement [2]. - A post on Stockwits alleged that GSI Technology's chip did not run the Gemma-3 as claimed, leading to a significant stock price drop of $1.08 per share, or 14.2%, closing at $6.52 on February 4, 2026 [3]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has consistently ranked in the top 4 for securities class action settlements since 2013 [4].

来源：滚动播报 据外媒分析报道，多年来，英伟达在推动股市创历史新高方面发挥了关键作用。但随着对人工智能的怀 疑情绪加剧，华尔街越来越担心这家芯片巨头下周的财报无论结果如何，都会压低股价。英伟达股价数 月来一直横盘震荡，对于一家不久前还曾是指数领涨者并实现三位数年涨幅的公司来说，这无疑是个大 倒退。投资者预计下周英伟达的财报表现将超出华尔街预期，并提高未来几个季度的预期。但这可能不 能提振股价。与此同时，如果英伟达业绩未能平息投资者对人工智能的紧张情绪，可能会对AI相关股 票及更广泛的市场带来更大波动。 ...

Welcome back to Opening Bell. Now, let's now discuss some of the choppiness we've seen in the overall markets. Joining me now is Ken Mahoney, CEO of Mahoney Asset Management.Ken, thanks so much for joining us on this Friday. Now, you described these markets as tired. Walk us through that that thinking.I do think that's so accurate right now, especially without really seeing any major catalyst propelling any upside here for the markets this week. >> I think we're tired too in these 247 news cycles. Keep up w ...

Chips and the processing power they generate are ripe to be financialised by Wall Street. A wave of new innovators hopes to do just that https://t.co/AMc9HD7yWH ...

Core Viewpoint - Nvidia is expected to experience stronger-than-anticipated growth this year due to Meta Platforms' significant investment in AI infrastructure [1]. Group 1: Meta Platforms' Investment - Meta Platforms plans to increase its capital spending to a range of $115 billion to $135 billion by 2026, up from $72.2 billion last year [2]. - The increased capital investment will support Meta's Superintelligence Labs division and core business operations [3]. Group 2: Partnership with Nvidia - Meta and Nvidia have entered a "multiyear, multigenerational strategic partnership" to build AI infrastructure, deploying Nvidia's Grace CPUs, millions of Blackwell and Rubin GPUs, and Ethernet switches in its data centers [5]. - Meta will utilize Nvidia's Vera Rubin data center chips to enhance its personal superintelligence platform, which can significantly reduce AI inference costs and the number of GPUs needed for training [7]. Group 3: Growth Projections for Nvidia - Analysts forecast a 53% increase in Nvidia's revenue in fiscal 2027 to $327 billion, with earnings expected to jump by 65% this year to $7.75 per share [10]. - Nvidia's stock price could potentially rise to $247, suggesting a 32% gain, based on a projected earnings multiple of 32 times [10][11].

Market Overview - The Supreme Court's decision to strike down President Trump's tariff regime positively impacted the market, with all three major indexes closing higher for the week [1][8] - The S&P 500 rose by 0.7% on Friday and finished the week up 1.1%, while the Dow Jones Industrial Average increased by 0.5% on Friday, closing the week up 0.3% [2] - The Nasdaq Composite gained 0.9% on Friday, resulting in a weekly increase of 1.3% [2] Oil Market - Oil prices ended the week approximately 5.5% higher, driven by concerns over potential disruptions in the Middle East due to possible US actions against Iran, leading to a monthly return of around 11% [2] Economic Indicators - The upcoming economic data includes the Producer Price Index on Friday, which will provide insights into upstream input costs amid persistent inflation above the Federal Reserve's 2% target [3] - Recent Personal Consumption Index data indicated a 0.4% increase in both headline prices and core PCE in December compared to the previous month, marking a steeper rise than in November [4] Corporate Earnings - Nvidia's fourth quarter results, set to be released after market close on Wednesday, are anticipated to be a significant indicator of the AI sector's health [6] - Salesforce's results on Wednesday will provide insights into the software sector, which has faced challenges recently [7] - Home Depot and Lowe's earnings will offer a proxy for the housing market, while Constellation Energy and Dominion Energy will shed light on the US power market [7]

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 5, Craig-Hallum raised its price target on Silicon Motion Technology Corporation (NASDAQ:SIMO) to $160 from $120 and maintained a Buy rating, citing market share gains and rising average selling prices amid sustained demand for its NAND flash controllers. While management expects near-term gross margin pressure in the March quarter due to rising memory costs, margins are projected to recover toward the 48%–50 ...