Adaptive Core ETF(RULE.US)

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What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%
Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%

At the "Medical Spring Festival," NVIDIA elaborated on "How to Implement AI in Healthcare"

JP Morgan stated that NVIDIA is making a "full-stack" layout in AI healthcare, building a closed loop from chips to tools to domain models, known as the "dry lab - wet lab" flywheel. At the same time, AI is transitioning from "pilot" to "employed," with the deployment speed of commercial AI in the U.S. healthcare industry being three times that of the overall economy. At the physical laboratory level, NVIDIA is collaborating with Thermo Fisher Scientific, and the industrialization process of drug discovery is also accelerating

Wallstreetcn·
US
TMO
-0.95%
US
NVDA
-0.44%
US
NVDL
-0.84%
Wallstreetcn·
US
TMO
-0.95%
US
NVDA
-0.44%
US
NVDL
-0.84%

Thermo Fisher wins contracts as pharma shifts production to US, CEO says

Thermo Fisher Scientific has secured contracts to assist pharmaceutical companies in relocating production from Europe and Asia to the U.S., according to CEO Marc Casper. This trend, driven by a focus on reshoring, is expected to gain momentum in 2027 and 2028. Casper noted that the acquisition of Sanofi's manufacturing site in New Jersey was part of this expansion strategy. He also highlighted improving biotech funding and confidence in the pharmaceutical sector's collaboration with the U.S. administration, indicating a positive outlook for the industry.

Reuters·
US
TMO
-0.95%
Reuters·
US
TMO
-0.95%

A Google-backed space stock is up 600% in a year. Here's why it could go even higher.

Planet Labs' stock has surged 588% over the past year, driven by optimism over its government contracts and new satellite technology. Wedbush analyst Dan Ives raised the price target to $28, citing strong demand for its services. The company recently secured a multiyear deal with Sweden's military worth over $500 million, adding to its existing contracts with the U.S. Planet Labs aims to launch advanced satellites capable of delivering AI-analyzed images within an hour. Google, a major investor, is collaborating on Project Suncatcher to develop solar-powered satellite constellations.

Dow Jones·
US
GOOG
-0.85%
US
GOOGL
-0.84%
US
PL
+1.77%
Dow Jones·
US
GOOG
-0.85%
US
GOOGL
-0.84%
US
PL
+1.77%

Thermo Fisher Scientific Highlights Strong 2025 Performance and Growth Strategy in New Presentation

Thermo Fisher Scientific Inc. presented its 2025 performance and growth strategy at the J.P. Morgan Healthcare Conference, reporting revenues of approximately $44 billion and an R&D investment of $1.4 billion. The company highlighted its leadership in innovative technologies and biopharma services, focusing on attractive end markets such as diagnostics and healthcare. Ongoing efforts to enhance productivity and customer engagement were also discussed. The full presentation is accessible via a provided link.

Reuters·
US
TMO
-0.95%
Reuters·
US
TMO
-0.95%
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