All right, Micron out with its fourth quarter results on Tuesday, topping Wall Street's expectations across the board and providing an upbeat outlook. The company reporting adjusted earnings per share of $3.3%. That's ahead of forecasts for $2.84% revenue coming in at 11.32% billion in its latest quarter.That is ahead of the 11.15% that Wall Street was expecting. Stock here up about 3% in immediate reaction to the numbers. And joining us now to discuss the quarter is Daniel Morgan.He's a VP and senior portf ...

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Kali live from Yahoo Finance Studios in London. It's Wednesday 24th September.Coming up on the show, AI hopes get a lift from Micron and Alibaba. European defense stocks rise after Trump's shift in policy towards Ukraine. And Jimmy Kimmel says sorry, but what impact does that have on stocks.So, grab your coffee and let's own the morning. [Music] Well, we're focusing once again on AI. On the positive side, we had Micron results last night a ...

Nvidia (NASDAQ:NVDA) is expected to announce its Q2 2026 earnings at the end of August (January fiscal year). Analysts anticipate earnings of $1 per share, an increase from $0.68 in the same quarter last year, and revenues are projected to grow by over 50% year-over-year to $45.60 billion. This growth is likely to be fueled by the sustained strong demand for the company's GPU chips utilized in generative AI applications. Nvidia has been increasing large-scale production of its latest Blackwell AI supercompu ...

Core Insights - Nvidia has experienced a significant increase in value, surpassing $4 trillion since October 2022, making it the only company currently valued at this level [1] - Major tech companies are projected to spend approximately $380 billion on AI infrastructure this year, with Nvidia being the primary beneficiary of this spending [2][3] - Despite Nvidia's strong performance, two other AI companies are expected to exceed Nvidia's value by 2030 due to their growth potential [3][10] Nvidia's Performance - Nvidia's revenue rose by 69% in the first quarter, with adjusted income increasing by 59%, driven by high demand for its chips [5] - The company is facing competition as hyperscalers develop custom silicon solutions, which may impact Nvidia's growth trajectory [6][8] - Nvidia's stock is currently trading at over 42 times forward earnings, indicating high investor expectations that may limit future upside [9] Amazon's Position - Amazon, through AWS, generated $116 billion in revenue over the last 12 months, maintaining a strong market position despite slower growth compared to competitors [12] - AWS's operating margin improved to 36.8%, reflecting strong profitability and a positive long-term trend [13] - Amazon's retail business is also becoming increasingly profitable, with significant growth in high-margin advertising revenue [14][15] Meta Platforms' Strategy - Meta is heavily investing in AI, with a 22% revenue growth last quarter and an expanding operating margin [17][18] - The company's AI capabilities have enhanced ad recommendations, leading to increased ad impressions and pricing [19] - Meta's AI chatbot has reached 1 billion monthly active users, providing additional monetization opportunities [21] - The company is also advancing in augmented and virtual reality, which could unlock further value through AI integration [22]