Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
Intel's turnaround rests on winning external foundry customers for its advanced nodes while defending a shrinking share of the data-centre CPU market. Founded in 1968 and headquartered in Santa Clara, California, Intel Corporation employs approximately 99,000 people.
Quote currency: USD. Market data may be delayed and may differ from current market levels.
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
Nvidia reports Q2 earnings August 26. Analysts expect $93–95B in revenue. Here's what could move NVDA stock and the broader AI trade.
The semiconductor stocks highlighted by Morgan Stanley in 2026, with analyst ratings, price-target context and the evidence behind the brokerage's chip-sector view.
Understand semiconductor designers, foundries, memory producers, equipment suppliers and IP licensors, with company examples and the risks behind each business model.
AMD analyst ratings and price-target changes in August 2026, including a Raymond James upgrade and higher targets after the latest results.