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15.06.26 - 13:06
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If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200 (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) CEO Jensen Huang is a great man to listen to if you're looking for a preview of what's to come from the future of the AI revolution. Indeed, it wasn't all too long ago that Mr. Huang was sounding upbeat about the AI boom at a time when the average investor could not ... If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200...
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15.06.26 - 11:06
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Micron CEO turns visa rejection into US$1 trillion milestone (Digitimes)
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Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago....
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15.06.26 - 08:36
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Ist Marvel Technologies die nächste Nvidia? (Aktienwelt360)
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Jensen Huang sieht in Marvell Technology einen künftigen Billionen-Dollar-Konzern. Dahinter steckt weit mehr als nur KI-Euphorie.
Der Artikel Ist Marvel Technologies die nächste Nvidia? ist zuerst erschienen auf Aktienwelt360....
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15.06.26 - 06:00
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Daiwa Raises SK Hynix (000660.KS) TP to KRW3.6M, Rating Buy (AAStocks)
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Daiwa said in a report that SK Hynix (000660.KS) is expected to report solid results for 2Q26, broadly in line with market expectations. The broker expects stronger momentum in 2H26, mainly driven by rising memory prices supported by robust AI demand. During the visit of Jensen Huang, CEO of NVIDIA Corporation (NVDA.US), to Sout......
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14.06.26 - 14:48
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Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else (24/7 Wall St.)
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Jensen Huang spent most of NVIDIA (NASDAQ:NVDA)'s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company's most important asset. His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. ... Forget the Chip Itself. Nvidia's Own CEO Says the Real Moat Is Somewhere Else...
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14.06.26 - 14:36
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3 Beaten Down AI Infrastructure Stocks to Buy in June (24/7 Wall St.)
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AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory keeps accelerating. NVIDIA (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) are the picks-and-shovels triangle of the AI buildout: silicon, custom accelerators and networking, and the ... 3 Beaten Down AI Infrastructure Stocks to Buy in June...
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