Micron is experiencing explosive demand for High Bandwidth Memory, driving significant margin and earnings expansion. Q1 2026 results showed 21% QoQ revenue growth and gross margins at 57%, up 17 points YoY, fueled by HBM sales. All HBM capacity for 2025 and 2026 is sold out under fixed agreements, supporting robust forward guidance and a buy rating.

The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.

Strong Tower Advisory Services lessened its stake in NVIDIA Corporation (NASDAQ: NVDA) by 3.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 134,881 shares of the computer hardware maker's stock after selling 5,498 shares during the quarter. NVIDIA comprises about 4.8% of

IFM Investors Pty Ltd lowered its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 0.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,787,798 shares of the computer hardware maker's stock after selling 3,100 shares during the period.

Successful Portfolios LLC lessened its stake in NVIDIA Corporation (NASDAQ: NVDA) by 50.2% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 30,721 shares of the computer hardware maker's stock after selling 31,028 shares during the quarter. NVIDIA accounts for approximately 3.3% of Successful Portfolios LLC's

Governor Gavin Newsom slams Trump for making gaming expensive as chipmakers consider price hikes amid semiconductor tariffs.

Although Nvidia ‘s (NASDAQ:NVDA) shares jumped 38% over the course of 2025, reflecting strong early-year momentum driven by artificial intelligence (AI) demand, the second half of the year was something of a disappointment : The stock largely traded sideways as questions about slowing growth, supply constraints, competitive pressures, and valuation grew.

Here's what investors can expect from the stock market and Wall Street's premier growth trends in the new year.

Building on a huge upward move in 2024, the growth stock once again crushed the S&P 500 this year. Nvidia's recent business performance has been nothing short of extraordinary.

The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy clip.