NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks on Market Radar. On September 23, Evercore ISI analyst Mark Lipacis raised the price target on the stock to $225.00 (from $214.00) while maintaining an Outperform rating. The rating affirmation follows the company’s deal with OpenAI. The two companies are collaborating to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. Nvidia intends on investing up to $100 billion in OpenAI as the new NVIDIA systems ar ...

Group 1: Micron Technology, Inc. - Strong demand for Micron's AI-focused high-bandwidth memory (HBM) chips led to significant revenue growth, with Q4 revenues reaching $11.32 billion, up from $7.75 billion year-over-year [1] - For the full fiscal year 2025, Micron's revenues totaled $37.38 billion, an increase from over $25.11 billion the previous year, with net income at $8.54 billion [2] - Micron's cloud memory business unit reported $4.54 billion in sales, more than tripling year-over-year, prompting an increase in fiscal first-quarter revenue guidance to $12.5 billion [3] - CEO Sanjay Mehrotra expressed optimism about the company's future, highlighting Micron's unique position as the only U.S.-based memory manufacturer to capitalize on AI opportunities [4] - The rising demand for HBM chips, used in NVIDIA's semiconductors and AI-enabled smartphones, is expected to enhance Micron's performance [5] - Micron trades at a forward P/E ratio of 12.56, making it appear more affordable compared to NVIDIA [11][13] Group 2: NVIDIA Corporation - NVIDIA has strengthened its partnership with OpenAI, pledging to invest $100 billion and supply at least 10 gigawatts of systems [6] - The company plans to invest $5 billion in Intel common stock to develop niche products for data centers and personal computers [7] - NVIDIA reported a 56% year-over-year increase in fiscal Q2 revenues, reaching $46.7 billion, driven by strong sales of Blackwell chips [8] - Despite U.S.-China trade issues, NVIDIA successfully sold H20 chips to other customers, indicating resilience against tariffs [9] - NVIDIA's forward P/E ratio stands at 40.11, suggesting it may be overpriced relative to Micron [11][13]