Samsung reported a record 5.7 times year-over-year growth in memory revenue, now making up 70% of its total revenue. This growth was achieved without heavy reliance on Nvidia, as no single customer accounts for more than 10% of Samsung's revenue. Looking ahead, Samsung is positioned to lead in supplying SOCAMM2 memory for Nvidia's Vera Rubin AI platform in 2026, indicating increased future exposure to Nvidia's AI memory demand. This diversification strengthens Samsung's market position in memory products amid rising AI technology needs.
AMD shares surged to a new all-time high of $609.71, marking a 172.84% gain year-to-date in 2026. This rally was driven by a report that AMD is raising chip prices by 10%, alongside strong demand from the AI boom benefiting semiconductor firms. Intel...
Nvidia and Eli Lilly both exceeded earnings expectations, but Nvidia's AI-driven data center growth offers a stronger long-term investment opportunity. Nvidia posted $96.22 billion in revenue, driven by AI infrastructure demand and supply constraints...
AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its found...
The Dividend Harvesting Portfolio underwent a major restructuring, exiting 20 positions to focus on higher-conviction stocks like NVDA, ORCL, SPYI, and GPIQ. Despite reducing the number of holdings, the portfolio retained nearly 90% of its forward an...
An investor continues to buy Nvidia shares despite concerns over China and a tech sector selloff because Nvidia's AI-related products remain in high demand and supply-constrained. Nvidia reported 105.85% year-over-year revenue growth, with management...
