YieldMax Semiconductor Port Opt Inc ETF(CHPY.US)

AI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2%

AI infrastructure concept stocks rebounded, with NVIDIA rising 5.6%, AMD rising 7%, Broadcom rising 5.1%, and storage stock Sandisk rising 6.4%. Cloud service provider CoreWeave rose 9.2%, and Chinese concept stock Nio once rose over 10%. The Nasdaq Golden Dragon China Index rose 2%, and the S&P 500 Index rose about 1.2%

Goldman Sachs expects NVIDIA's quarterly results to exceed expectations, with multiple catalysts this year having the potential to outperform the market

Goldman Sachs expects NVIDIA's quarterly performance to exceed expectations and may raise its guidance due to favorable supply and demand data in the industry. Despite high market expectations, NVIDIA still has the opportunity to outperform the market considering the catalysts in the first half of 2026. Goldman Sachs reiterated its "Buy" rating on NVIDIA with a target price of $250, expecting fourth-quarter revenue for fiscal year 2026 to be approximately $67.3 billion and first-quarter revenue for fiscal year 2027 to be approximately $76.8 billion, both above market expectations

The market is becoming increasingly picky about AI: NVIDIA's performance exceeding expectations this year is no longer enough; the key is to look at the revenue visibility for 2027

Goldman Sachs expects NVIDIA's fourth-quarter revenue to exceed market expectations by approximately $2 billion, but the $2 billion beat may only be "in line with expectations." What can truly drive the stock price is guidance for the next 12-18 months. Goldman Sachs believes that any positive statements from NVIDIA regarding revenue visibility for 2027 could serve as a catalyst for the stock price. The extent to which incremental demand from non-hyperscale cloud customers offsets fluctuations from traditional customers is a source of uncertainty for the 2027 revenue forecast

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

Due to the shortage of storage chips, NVIDIA will delay the release of its new gaming chips. (The Information)