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Nvidia's stock has experienced significant gains, attributed to its strategic targeting of the telecoms market and its burgeoning role in the AI sector, with a pre-market increase of +0.9%. The chipmaker's success has not only drawn in more believers but also propelled its valuation to $2 trillion, marking a remarkable milestone. This rally is underpinned by Nvidia's fourth-quarter results, which exceeded expectations with a 265% increase in revenue to $22.1 billion, driven by a 409% jump in its data center business revenue. Micron Technology is also capitalizing on this surge, commencing volume production of its HBM3E solution to support the growth of AI, leveraging Nvidia's AI demand with a pre-market increase of +4.9%. This collaboration between Nvidia and Micron highlights the broader impact of Nvidia's AI achievements on the semiconductor industry, sparking a chips war among suppliers and drawing attention from investors and analysts alike. Nvidia's AI semiconductors will utilize Micron's memory chips in its next-generation H200 GPU, expected to start shipping in Q2. Citi Research has set a $820 price target for Nvidia, reflecting continued optimism in the semiconductor sector.
No other firm has benefited from the boom in AI as much as Nvidia. Since January 2023 the chipmaker’s share price has surged by almost 450%. What makes its products so special? We explain https://t.co/O2gaY3kqKr 👇
#TWIXR 💥 @Nvidia's earnings reveal just how massive AI's impact is! Nvidia's explosive earnings are a bigger news story than the US returning to the moon. More on this week's episode. 🚀 📺 Watch Here: https://t.co/J26RlhFP97 🎙️ Listen here: https://t.co/FgD1YkxdTA #AIBoom https://t.co/wsEsns076O
LISTEN: From Wall Street to Main Street, CNBC's Business News Update brings you the latest on markets and what it means for your money. Listen and follow here: https://t.co/sEAav25ZXG https://t.co/LFPqzSTnDp
LISTEN NOW: Here's what’s driving market moves and how investors are reacting. Listen and follow the @CNBCOvertime podcast here: https://t.co/PhvVUfQoPP https://t.co/zXpp9xFvNh
Another $NVDA prediction set. Will the MMs keep it below $800? https://t.co/W8Rm1WHjVF
LISTEN NOW: Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Listen and follow the @CNBCTheExchange podcast here: https://t.co/tsZvRrrBYa https://t.co/6ySbogxb7W
$NVDA is currently at $790. POLL: What will $NVDA hit first?
What stock can take on Nvidia these days? Not too many, but over a five-year period, one cosmetics maker has conquered the beast of AI. At least for now. https://t.co/YyWqJFs9Uh https://t.co/ZQfaYEXlE1
Buy Micron Stock as It Joins Nvidia’s Party. AMD Could Be Next AI Customer, Says Analyst. https://t.co/5gPR5ynHO7
$NVDA prediction set. Where do you think it goes next? https://t.co/Rdjfdf748A
Solid pitch. $nvda https://t.co/uKh6OpgE9J
$NVDA finally green today
Why do Nvidia’s chips dominate the AI market? The firm has three big advantages: https://t.co/JlWEvh77oD 👇
Just made a huge prediction of where $TSLA will be in one hour. Check it out here before it expires https://t.co/Q12CjyTjxP
$NVDA prediction set. #Nvidia #AI https://t.co/0u9U9WmA8Q
Full Video Podcast: Intel Connect Takeaways and Insights - Nvidia Earnings as the new King of Semis @benbajarind and @jaygoldberg dig in. Chapters (click to skip around) (00:00) Introduction and Background (00:40) Intel Foundry Services and Nvidia Earnings (02:11) Intel's… https://t.co/JjhiL4uaYg
$MU Citi also named Micron Technology its top semiconductors pick and reiterated its buy rating on the stock, expecting continued upside for shares.
$NVDA Citi continues to favor Nvidia, maintains optimism on semi stocks Nvidia is one of Citi Research’s top semiconductor picks as the artificial intelligence market continues to grow, analyst Christopher Danely said in a Tuesday note. Danely’s $820 price target on the…
Nvidia's rise has contributed to ~a quarter of the S&P 500's 6% gain for the year https://t.co/8wUbOQl40G
Micron $MU up in the pre. Jon & Pete's breakdown from Rebel's Edge yesterday below #HBM #Chips https://t.co/ess3IOYmAx https://t.co/q3zrRe2eLe
LISTEN NOW: We discuss the AI wave that is washing over Wall Street. Listen and follow the @CNBCWEX podcast here: https://t.co/oxVXD9Sfaa https://t.co/tk8mdKKPtk
Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. https://t.co/DeXywmmez8
A blowout earnings report from AI darling Nvidia (NVDA) sent stocks to record highs last week. New inflation data will test that rally in the coming days. https://t.co/AqO2swxe9e
Since the 1999 low to the all time highs this year, Nvidia is up 223,731% #stocks #NVIDIA #ai #tech #NVDA #BTC Subscribe for more AI video content. Check https://t.co/xs8K4RHWgT https://t.co/eo2zFFJYSi
Super Micro’s stock price may already fully reflect the AI boom — but even that still has legs https://t.co/9rN8Z3Qaos
e.l.f. Beauty $ELF proves you don't have to be an AI stock... Five-year % change: e.l.f. Beauty $ELF: +2,639% NVIDIA $NVDA: +1,937% https://t.co/cLEq1k3LoH
Booming stock and sky-high pay reflect Nvidia’s position as Silicon Valley’s hot employer https://t.co/7gIF2P2tgF via @WSJ
Nvidia's fourth-quarter results exceeded expectations, with a 265% increase in revenue to $22.1 billion, driven by strong performance in its data center business, which saw a 409% revenue jump. #cgtnamerica https://t.co/B7fOdldeWA
Bold EOD $NVDA prediction. Where do you think we go? https://t.co/FbrG3Is0Vy
$NVDA Repeat Bull 🐂 https://t.co/kLNXSOMHA2
$NVDA Hello There, Again... https://t.co/ds3kUTc9YC
Nvidia $NVDA is back over $800 Do you think Nvidia hits $700 or $900 first??? https://t.co/L99244f3ui
Nvidia Is Leading the Stock Rally, but Don’t Overlook Berkshire Hathaway https://t.co/nmcogDJYLW
LISTEN NOW: We tackle today’s biggest money movers from the floor of the New York Stock Exchange. Listen and follow the @moneymoverscnbc podcast here: https://t.co/gphQTkl6Vs https://t.co/DrViOp9qwb
Micron $MU shares are on the rise, currently up 7%, after the semiconductor company announced they had begun 'volume production' of their High Bandwith Memory 3E chips, which will be used with Nvidia GPUs. #micron #stocks https://t.co/zDQZL83Rjx
Episode 56: IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King @benbajarin and @jaygoldberg dig into @Intel's foundry ambition in the shift to chipsets as main designs for AI and @nvidia earnings as the most valued semiconductor company ever. Apple Podcasts:…
LISTEN NOW: The crew discusses the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. Listen and follow the @SquawkStreet podcast here: https://t.co/FZ7yRasmzi https://t.co/eS2xfi18rE
Micron Stock Rises, Thanks to Nvidia. Here’s Why. https://t.co/UVoth0FHxe
$NVDA #nvidia prediction set. 30 minute move. Where do you think it goes? https://t.co/ZFaGZjSB2t
Micron starts mass production of #HBM3E HBM is one of Micron's most profitable products Nvidia plans to use the chip in its next-generation #H200 #GPU, expected to start shipping in Q2 https://t.co/2A5GuBSf4T #HPC #AI
Just two other chip stocks share this advantage with Nvidia https://t.co/EsGbmk9S38
Just made a quick prediction of where $NVDA will be in one hour. Check it out here before it expires https://t.co/tihewPK2it
Nvidia’s stock sees one advantage that only two other chip makers share https://t.co/u6pGjR15QG $NVDA $SOXX
Nvidia’s stock sees one advantage that only two other chip makers share https://t.co/8ArCbBeLgX
First prediction of the week $TSLA 1 hour Chart and Levels Below https://t.co/qaBCKeQWpN
Micron starts mass production of its memory chips for use in Nvidia's AI semiconductors https://t.co/r5FThx1uhs https://t.co/5N6Xx9hiLs
$MU (+4.9% pre) Micron (MU) Commences Volume Production of Industry-Leading HBM3E Solution to Accelerate the Growth of AI - SI https://t.co/ANz3ULrODp
LISTEN NOW: Does this rally have staying power? Listen and follow the @CNBCWEX podcast here: https://t.co/oxVXD9Sfaa https://t.co/CqkSKJfxai
Micron leaps as chipmaker looks to piggyback on Nvidia AI demand surge https://t.co/2ZyBa1CUd3
$NVDA (+0.9% pre) Surging Nvidia Stock Keeps Drawing In More Believers - WSJ https://t.co/6dGKtGyxsP
Based on our #AI research, @ARKInvest bought $NVDA in 2014 at ~$5 when most investors were valuing it as a PC gaming chip company. After more than a 150-fold gain, we continue to take profits, grateful to #Nvidia for the companies that are leveraging upon its amazing success. https://t.co/f6JjJfWLhf
Nvidia Stock Gains. The Chip Maker Is Targeting the Telecoms Market. https://t.co/HkRPFyaWww