Podcasts about micron

As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron's (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia's supply chain. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – The Memory Trade & Nvidia Anticipation 00:45 – HBM: The Essential AI Ingredient 01:45 – Addressing the Nvidia Supply Chain Rumors 02:30 – Is Memory a Commodity? The Cyclical Risk 03:15 – Calculating Free Cash Flow (FCF) 04:00 – Demand vs. Supply: Why Prices are Rising 05:00 – The Global Fab Expansion: Idaho, NY, & Beyond 06:15 – The $150 Billion CapEx Assumption 07:20 – Micron Valuation: 2026 & 2027 Forecasts 08:00 – Final Thoughts: Still Going Strong?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Micron #MU #AIInvesting #Semiconductors #HBM #ChipStockInvestor #StockValuation #TechStocks #Nvidia #MemoryTradeNick and Kasey own shares of Micron

The RAM-apocolypse continues of course, with hints of it hitting general manufacturers, and delay of gaming systems and even spinning harddrives.  At least Micron is making some PCIe 6 drives you cannot have.  Also, since we are sometimes audio geeks as well as PC, we talk about some bananas.  Seriously.  You'll just have to listen to get the scoop on bad Chrome extensions, bad Copilot, and bad password managers.  Until then, enjoy Unread Tournament 2004!Timestamps:0:00 Intro01:15 Patreon03:22 Food with Josh05:20 Acer and ASUS caught up HEVC patent dispute07:15 Intel's new annual GPU cadence09:00 Micron is making PCI-E 6.0 SSDs that you can't have11:10 WD CEO says storage is already sold out for 202614:07 Warning - many consumer electronics companies will fail this year22:25 Sony may push PS6 launch as far as 202922:55 US reportedly removes two Chinese memory companies from banned list25:54 RTX 5090 LIGHTNING is 5090 USD (list price, anyhow)29:35 Audio dragged through the mud - and a banana34:34 (In)Security Corner45:07 Gaming Quick Hits50:35 Jeremy reviews 25 USD speakers from Cyber Acoustics56:53 Picks of the Week1:08:51 Outro ★ Support this podcast on Patreon ★

The options tape was scorching this Friday as we wrap up a dense week of trading. Host Mark Longo breaks down a massive session where it took over 714,000 contracts just to crack the Top 10. From Nvidia's staggering volume at the $190 strike to Alphabet's 4% rally that erased its yearly losses, we analyze the biggest movers in the game. We dive deep into the intraday volatility of Micron, the "untamed beast" of 2026, and track the heavy flow in Tesla's $415 calls. Whether you're tracking Palantir, AMD, or Microsoft, we highlight where the smart money was sweating and where the premium buyers got burned at the close. In this episode: The Top 10 Countdown: A breakdown of the most active underlying products today. Winner of the Day: How Alphabet (GOOGL) bulls capitalized on the $310 calls. The Nvidia Monster: Analyzing the 515,000 contracts traded at the $190 strike. Weekly Recap: Insights from the Volatility Death Match and what's next for the crypto and equity markets.

Charles Payne is joined by Dave Mazza, CEO of Roundhill Investments, to discuss why heavy spending from tech giants is a necessary investment in future infrastructure. They explore a shift in focus toward hardware and testing companies like Micron, Light, and Teradyne, while highlighting growth in artificial intelligence and humanoid robotics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony: -Carbonation Station: Georgia Peach Arizona Energy   -Snapmaker U1 early Impressions   -Incoming Apple Event: https://www.engadget.com/computing/laptops/apples-next-event-is-set-for-march-4-145931890.html   -Update on the Moderna Flu Shot Rejection: https://arstechnica.com/health/2026/02/trump-official-overruled-fda-scientists-to-reject-modernas-flu-shot/ Jarron:  -Rivian reported a profit! https://tech.slashdot.org/story/26/02/15/2333200/rivians-stock-spikes-27-after-reporting-144-million-profit-in-2025?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Micron produces PCIe 6.0 SSD: https://hardware.slashdot.org/story/26/02/17/1710225/microns-pcie-60-ssd-hits-mass-production-at-28-gbs?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Western Digital is out of hard drives: https://hardware.slashdot.org/story/26/02/16/188251/western-digital-is-sold-out-of-hard-drives-for-2026?utm_source=rss0.9mainlinkanon&utm_medium=feed   -End-to-end encrypted RCS coming to iPhones: https://www.theverge.com/tech/879792/apple-iphone-android-rcs-messages-end-to-end-encrypted Owen: -Robot. Boxing. Need I say more. https://restofworld.org/2026/chinese-robot-boxing-unitree-rek/   -This tracks. https://www.theverge.com/report/879327/eva-ai-cafe-dating-ai-companions Lando: -Elon Musk wants to move the cloud to space! https://apnews.com/article/elon-musk-orbital-ai-data-centers-xai-spacex-92bc8ad95593bf3b5b801ddf36427194   -New law to prevent electronic price gouging. https://gizmodo.com/dems-want-to-ban-surveillance-pricing-at-big-grocery-stores-2000722182

(Feb 19, 2026) The Olympic Regional Development Authority says it doesn't have a long-term plan to care for its facilities in Lake Placid; people living north of Syracuse are concerned about the wastewater that could come from the massive Micron semiconductor chip plant; and as the Winter Olympics wind down in Italy, we have a conversation with a filmmaker about his own portrait of many of the athletes in the years ahead of the games.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen Dämpfer für Qiagen, die 200-Milliarden-Dollar-Investitionen von Micron und ein weiteres Kapitel im Kampf um Warner Bros Discovery. Außerdem geht es um Vonovia, Aroundtown, Nvidia, Meta, Paramount Skydance, Netflix, Norwegian Cruise Line, Danaher, Masimo, Südzucker, Palo Alto Networks, Deutsche Telekom, Orange, Swisscom, AT&T, SAP, Alphabet, Amazon, Vodafone, Nokia, Ericsson und iShares STOXX Europe 600 Telecommunications (WKN: A0H08R). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Marley Kayden and Sam Vadas turn to the latest AI headlines under the surface of Tuesday's trading day, from analyzing Amazon's (AMZN) stretch of weakness to Micron's (MU) struggle to add manufacturing capacity. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Good Morning, I'm Nelson John. On today's Top of the Morning: Gold just had its worst crash in 40 years, falling 21% from record highs after Trump named Kevin Warsh as the next Fed Chair. India is rolling out its first commercial semiconductor chip from Micron's Gujarat facility this month. The trade deficit blew out to $34.68 billion in January, nearly doubling year-on-year, driven by a surge in gold and silver imports right before the crash. PFC and REC are merging into a $61 billion power finance giant. And the RBI just opened the door for banks to fund M&A deals up to 75% of value, while clamping down hard on broker lending. Tune in now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingIf you own AMZN, MSFT, NVDA, MU, HOOD, SLV, GLD, SOFI, SPY, DTE, or MSTR, this is not a video to skip.Markets are shifting fast. Mega-cap tech leadership is being tested. AI momentum is evolving. Commodities are quietly positioning. And speculative names are seeing serious volatility. In this breakdown, we dig into the technical structure, trend strength, momentum signals, and risk levels across some of the most widely held retail and institutional stocks right now.This isn't hype. It's tactical analysis.We cover:✅ Amazon stock analysis – trend strength, institutional accumulation, and key support levels✅ Microsoft stock outlook – AI exposure, relative strength vs SPY, and risk zones✅ Nvidia stock breakdown – momentum, exhaustion signals, and volatility structure✅ Micron stock forecast – semiconductor cycle rotation and memory demand themes✅ Robinhood stock – retail sentiment exposure and breakout risk✅ Silver (SLV) and Gold (GLD) – metals trend, inflation hedge narrative, and macro positioning✅ SoFi stock – growth vs profitability debate and technical inflection points✅ SPY S&P 500 ETF – overall market breadth and risk-on vs risk-off signals✅ DTE Energy – defensive positioning and dividend rotation✅ MicroStrategy (MSTR) – Bitcoin correlation, leverage dynamics, and volatility riskWhether you're a long-term investor, active trader, or options strategist, understanding where these stocks sit in their current trend cycle matters. Are we in continuation mode, topping formation, base-building, or early breakout territory? That's the real question.If you manage positions in large-cap tech, AI leaders, precious metals, fintech growth stocks, utilities, or broad market ETFs, this analysis helps you protect capital, identify opportunity, and avoid emotional decision-making.The market rewards preparation — not prediction.Subscribe for deeper stock market analysis, technical breakdowns, and actionable trading intelligence designed to help you save time, manage risk, and make smarter investing decisions.#AMZN #MSFT #NVDA #MU #HOOD #SLV #GLD #SOFI #SPY #DTE #MSTR #StockMarket #Investing #Trading #TechnicalAnalysis #AIStocks #Semiconductors #Gold #Silver #Bitcoin #S&P500NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Dividende automatisch reinvestieren. In fast 4.500 Aktien per Sparplan investieren. Das alles geht bei Scalable Capital. Hier mehr erfahren. Hier teilen wir spontane Events & Meetups. https://whatsapp.com/channel/0029VbBhCOi3gvWVkB5cvc23 Samsung schlägt Micron. Crocs gewinnt trotz HeyDude. Siemens & Fastly = KI-Plays. Adyen verliert Großkunden. Stahl kostet Thyssenkrupp. Magnum Ice Cream verliert wegen Abnehmmedikamenten. Fielmann mit Dividende. Ein kleiner Börsen-Neuling hat seit Mai 150% gemacht und kontrolliert eine Nische in der Energiewende. Wir schauen uns an, was Pfisterer (WKN: PFSE21) neben Siemens Energy (WKN: ENER6Y) und Friedrich Vorwerk (WKN: A255F1) so besonders macht. Über Investor AB (WKN: A3CMTG) kontrolliert die Wallenberg-Familie knapp 40% von Schwedens börsennotierten Firmen. Mit der Holding schlagen sie seit 15 Jahren in Folge den Markt. Jetzt steht ein Generationswechsel bevor. Das ist ein Risiko. Diesen Podcast vom 13.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla's 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.With a projected $20 billion in CapEx for 2026—not including the proposed TeraFab, Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia, Qualcomm, and Micron? We break down the risks of Tesla shoring up its own supply chain and how it could shift pricing power back away from the chipmakers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Tesla #TSLA #Semiconductors #ChipStocks #Investing #Optimus #AI #SupplyChain #FinanceEducation

This week on Market Mondays, we break down what really matters in the markets right now. From the investing fact and trading tip of the week to the Bitcoin selloff and potential recovery, we cover how to navigate volatility and position yourself with clarity. We also dive into whether the recent Nasdaq drop is behind us and what smart re-entry could look like.The conversation continues with practical ideas for investors looking for opportunity: the best stocks under $20, how to think about top long-term core holdings, and whether Microsoft under $400 presents a real buying opportunity. We also analyze AMD's recent pullback, Robinhood's connection to Bitcoin, and whether Micron has room for a short-term move.To close it out, we shift from markets to entrepreneurship with the inspiring business story behind Harlem Chocolate Factory — a real example of brand, culture, and execution coming together.Invest Fest Tickets: investfest.comRed Panda: Ianinvest.com EYL University: https://eyluniversity.com/#MarketMondays #Investing #StockMarket #Bitcoin #Crypto #Nasdaq #Microsoft #AMD #Micron #Robinhood #StocksUnder20 #LongTermInvesting #WealthBuilding #Entrepreneurship #BusinessStory #HarlemChocolateFactorySupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über gute Laune dank OpenAI, einen krassen Einbruch bei Hims & Hers und einen schwachen Tag für deutsche Immobilienwerte. Nvidia, Oracle, Microsoft, SAP, Siemens, Novo Nordisk, Samsung Electronics, Micron, Vonovia, TAG Immobilien, Kyndryl, Monday.com, Workday, AppLovin, On Semi, Amazon, Meta, J.C. Penney, Salesforce, ServiceNow, Crowdstrike, Palo Alto Networks, Asana, Atlassian, Cognizant, den Expanded Tech-Software Sector ETF (WKN: A0B6MN) und die Anleihen von Nvidia Dollar bis 2050 (WKN: A28VHH), Alphabet bis 2050 (WKN: A2802E), Alphabet Dollar 2027 (WKN: A2802B), Oracle Dollar bis 2064 (WKN: A3L339). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Prosper Trading Academy's Scott Bauer believes markets will largely trade sideways into Wednesday's jobs print, though he sees trading opportunities to start the week. He points to an "inexpensive" options play in Pinterest (PINS), Micron's (MU) "buy the dip mode," and Valero Energy's (VLO) downside potential as moves to watch. Scott takes investors through his Big 3 example options trades while Rick Ducat dives into the bearish and bullish trends backing Scott's analysis. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Join Mark Longo for a high-octane breakdown of a "mostly blood red" Wednesday in the options market. While the broader indices took a hit, specific names saw explosive options activity following earnings and analyst upgrades. In this episode, we dive into the top 10 most active names on the tape, including: AMD's Post-Earnings Massacre: How the $220 puts turned into a "home run" as the stock plummeted 17%. Apple's Green Island: Breaking down the heavy call volume and Goldman Sachs upgrade that kept the fruit company soaring. MicroStrategy (MSTR) Gambles: With earnings on the horizon, we track the massive bet on $150 calls. Nvidia (NVDA) & Tesla (TSLA): Tracking the heavy volume at the $177.50 and $400 strikes as these heavyweights continue to dominate the Wednesday weekly expirations. We also cover unusual activity in SMCI, Amazon, Micron, Microsoft, and Palantir. Get the Data: Want to see the numbers we're crunching? Visit TheHotOptionsReport.com for unbeatable data at an unbeatable price.

A surprising new bottleneck has emerged in the global AI infrastructure build-out: memory chips. Major manufacturers including SK Hynix, Micron and Samsung Electronics have effectively run out of capacity, sparking a scramble among customers to secure supply. Contract prices for certain DRAM chips surged 78% in the fourth quarter alone, with another 50% jump forecast by March. This price shock is creating a squeeze — especially for makers of smartphones, PCs and automobiles — as memory suppliers prioritize high-margin AI chips over "legacy" components. The result is a widening supply gap that threatens to leave consumer electronics companies struggling to secure essential parts through 2027. MS Hwang, research director at Counterpoint Research, joins John Lee and Bloomberg News technology editor Vlad Savov on the Asia Centric podcast. They unpack the dynamics of the shortage and how Chinese upstarts are racing to fill the void.See omnystudio.com/listener for privacy information.

See my $350,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsJoin the discord: https://discord.gg/Gq8hGbg2CqCheck out these AMAZING Deals: https://amzn.to/3NGmBPTMicron stock has surged because the company has become a key supplier of memory chips for AI, especially high-bandwidth memory (HBM), which is already sold out through 2026. Strong AI demand, record earnings, and unusually high profit margins have caused investors to view Micron less as a cyclical memory stock and more as critical AI infrastructure. The big risk for Micron stock long term is whether competitors like Samsung flood the market and drive prices down, or if memory truly stays essential to the AI economy.Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

In this episode of SparX, we speak with Neelkanth Mishra one of the leading voices of India Semiconductor Mission. He talks about India's semiconductor journey from the origins of the Semiconductor Mission to the realities of execution and global competition.He breakdown how the semiconductor ecosystem works, why entry barriers are so high, and what India's roadmap looks like today. The conversation also explores Micron's entry into India, early implementation learnings, India's geopolitical advantage, and the question of whether the country can truly challenge global leaders like NVIDIA.If you're looking for a clear, grounded understanding of India's semiconductor ambitions beyond the headlines, this SparX conversation offers context, realism, and long-term perspective.0:00 – 1:42 Introduction1:43 – 3:34 Neelkanth's journey in Semiconductors 3:35 – 11:46 India's Semiconductor Mission11:47 – 14:44 Semiconductor Manufacturing Process14:45 – 17:44 Objective of Semiconductor Mission17:45 – 18:50 Early days of Semiconductor Mission implementation18:51 – 21:08 Entry of Micron in India21:09 – 26:30 Early Implementation Challenges26:31 – 30:34 First Implementation Results30:35 – 32:28 Current State Global Semiconductor Industry32:29 – 35:41 India's Semiconductor Roadmap35:42 – 37:41 Entry Barriers in Semiconductor Industry37:42 – 41:09 India's Geopolitical Advantage41:10 – 44:10 India's Emerging Companies44:11 – 47:50 Can India Challenge NVIDIA?47:51 – 51:56 Why India Can't Be Aatmanirbhar51:57– 52:46 Outro

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠In the Notorious Mass Effect segment, Analytic Dreamz dives deep into the RAM Price Crisis (2025–2026), unpacking the key data, market drivers, and real consumer impact behind the dramatic surge in memory costs.RAM prices have skyrocketed into a sustained inflation cycle heading into 2026, fueled by explosive AI data center demand that prioritizes high-bandwidth memory (HBM) and diverts supply from consumer DRAM. Manufacturing bottlenecks, limited cleanroom capacity, and lithography constraints exacerbate the shortage, while major players like Micron exit consumer RAM sales (Crucial brand in December 2025) to focus on higher-margin AI segments. Samsung and SK hynix report massive profit surges amid the boom.DDR5 RAM has seen prices more than quadruple (+340–344%) since July 2025, with a +27% month-on-month jump from December to January 2026. DDR4 and older standards are rising even faster recently (+46% MoM in January), narrowing the gap with newer tech. ComputerBase's fixed-basket analysis confirms average prices have quadrupled versus September 2025, with Germany's retail tracking—Europe's largest PC hardware market—mirroring global trends, including growing secondary-market distortions.Secondary effects hit related components hard: SSDs up +79%, hard drives +53%, GPUs +14% (with street prices far exceeding MSRP on models like RTX 5070 Ti). Specific examples include 2TB NVMe drives jumping 60–159% and NAS HDDs doubling.Analyst forecasts from TrendForce and Omdia point to +50–60% DRAM contract price hikes in Q1 2026, following 40–70% YoY increases in 2025. PC shipments grew +9.2% in 2025 but face potential declines in 2026, while smartphone output forecasts drop ~20% for some brands, risking +30% price hikes or spec downgrades. Gaming consoles may see delays or higher launch prices.Apple's upgrade costs (e.g., $400 for 16GB→32GB) already outpace comparable DDR5 sticks, with M6 Macs potentially facing steeper hikes or supply delays if AI firms continue outbidding.The core takeaway: This AI-driven structural shift has quadrupled RAM prices in under six months, with volatility persisting through 2026. A plateau is the most optimistic scenario—no full reversal in sight. Analytic Dreamz breaks down the data, root causes, and widespread ripple effects across PCs, smartphones, and beyond.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

This episode of The Hot Options Report tackles a high-stakes "Fed Day" session as the market navigates a steady policy hold and a massive wave of "Mag 7" earnings. Host Mark Longo breaks down the top 10 most active names, tracking the wild after-hours divergence between Meta's moonshot and Microsoft's retreat, as well as the parabolic move in Micron and Intel's roaring recovery. Fed Day & Earnings Chaos: The Tale of Two Tapes Despite a light start to the session as traders kept their "powder dry" for the FOMC announcement, the afternoon transformed into an earnings battleground. The Fed maintained interest rates at 3.50% to 3.75%, but the real volatility was found in the tech sector's after-hours reactions. The Top 10 Options Breakdown Rank Ticker Volume Key "Hot Option" Notable Move 1 NVDA 1.92M 192.5 Calls (Exp. Friday) Gained $3.00 to close at $191.52. 2 INTC 1.37M 50 Calls Surged 11% ($4.85) to close at $48.78. 3 TSLA 1.21M 450 Calls Rallying $13.60 after-hours to $444. 4 PLTR 641K 170 Calls Sold off 5% ($8.35) to close at $157.33. 5 AMZN 593K 245 Calls Dipped $1.67 to close at $243.00. 6 MU 570K 450 Calls Exploded 6% ($25.00) to close at $435.28. 7 MSFT 524K 500 Calls Dropping $23.00 after-hours to $458. 8 META 521K 700 Calls Surging $62.00 after-hours to $731. 9 AAPL 461K 270 Calls Slipped $1.83 to close at $256.44. 10 NFLX 433K 86 Calls Fell 1% ($0.84) to close at $84.64. Highlights from the Tape Meta vs. Microsoft: A dramatic split in AI sentiment. Meta is soaring over $730 in the after-hours, making those $11 premium 700 calls look like a steal. Meanwhile, Microsoft is "circling the bowl" despite beating estimates, dropping nearly $23 after-hours as investors weigh heavy AI capex. Micron's Moonshot: MU continues an absolute tear, up 38% year-to-date and another $25 today. The 450 calls are the target for those betting the AI hardware frenzy isn't over. Intel's Revenge: After a brutal post-earnings drubbing, INTC roared back with an 11% gain, fueled by reports of foundry partnerships with Nvidia and Apple. Nvidia Holds the Crown: NVDA remains the volume king with nearly 2 million contracts. Traders were heavy in the 192.5 calls, looking for a break of the intraday highs.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos UnitedHealth, CVS und Humana verlieren. Anta kauft Puma-Anteil. Micron investiert in Singapur. Corning baut für Meta. Cloudflare steigt wegen KI. SK Hynix mit Allzeithoch. GM hat SUVs und Pickups. LVMH schwächelt bei Leder. Texas Instruments wächst. Navan (WKN: A41MYP) hat seit dem IPO 30 % verloren, aber StartUp-Legende Andreessen Horowitz kauft nach. Seagate (WKN: A3CQU7) hat seinen Wert innerhalb eines Jahres vervierfacht. Die Firma profitiert mit klassischen Festplatten vom KI-Hype. Diesen Podcast vom 28.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

En este episodio de Trade Talks, el crew se reúne completo tras el regreso de Carlos para entrar de lleno en la gran pregunta que ronda al mercado: ¿el boom del AI se está frenando o simplemente está madurando? A lo largo del episodio analizan por qué no hay señales reales de burbuja, cómo el mercado está pasando del hype a premiar a las empresas que sí están entregando resultados y revisan en profundidad cuatro pilares del ecosistema: Amazon, Meta, TSM y Micron. Desglosan el rol del capex masivo, la depreciación contable, la infraestructura cloud, los márgenes reales y la ventaja competitiva de cada una, con especial énfasis en Amazon como infraestructura central del AI, Meta como máquina de atención y publicidad impulsada por IA, TSM como el cuello de botella crítico de los semiconductores avanzados y Micron como el gran beneficiado del déficit global de memoria. El episodio conecta fundamentos, momentum, geopolítica (Taiwán y China), riesgos reales y oportunidades de largo plazo, cerrando con una lectura clara: el AI no se está frenando, se está concentrando en los verdaderos ganadores, y entender la cadena completa —desde la máquina hasta el producto final— es clave para invertir con criterio en esta nueva etapa del mercado.#DalePlay y #LearnWhileInvesting

From aircraft crises to AI cables and a surprise trade pact, markets are being pulled in very different directions at once. Boeing’s earnings revive hopes of a turnaround as deliveries improve after years of safety and production failures, though investors remain cautious. We size up corporate winners and losers in an UP or DOWN round, with General Motors and UPS showing resilience while UnitedHealth’s outlook weighs on sentiment. Attention shifts to geopolitics as India and the European Union seal a landmark free trade agreement that could reshape supply chains and export flows. In tech and industry, Corning’s multibillion-dollar AI data-centre deal contrasts with Meta’s risky push into paid social media subscriptions. Singapore stocks break new ground as the STI hits fresh highs led by banks and property names, while Micron’s US$24 billion expansion anchors the island’s semiconductor ambitions, hosted by Michelle Martin with Ryan Huang. Hear aboutBoeing, General Motors, UPS, UnitedHealth, Corning, Meta, Puma, Anta Sports, Micron, DBS, OCBC, UOL, Jardine Matheson, Wilmar International.See omnystudio.com/listener for privacy information.

In this episode of the Hot Options Report, Mark Longo breaks down a wild Tuesday in the options pits where the "usual suspects" shared the stage with some massive earnings-driven volatility. While the broader market volume was steady, individual names like Micron (MU) and UnitedHealth (UNH) stole the spotlight with explosive moves and unusual paper. The Countdown Highlights: The Nvidia Standard: Even on a "light" day, Nvidia (NVDA) holds the #1 spot with 1.46 million contracts. We look at the $190 calls as traders bet on a return to the mid-session highs. UNH's Earnings Crater: The healthcare giant plummeted nearly 20% following a disappointing outlook. We dive into the massive open interest on the $600 calls—expiring in 2027—and ask: is this a bold recovery play or a massive hedge? Micron is "On Fire": Closing up another 5.4%, Micron's $420 calls are fetching nearly $10.00. How much gas is left in this AI-fueled tank? Tesla Tumbles (in Volume): In a rare twist, Tesla gets kicked to the #4 spot with volume levels roughly half of its daily average. Mark analyzes why the $440 calls are seeing "light" action. Deep Dive into the Tape: From Coreweave (CORW) continuing its repeat rally to Apple (AAPL) seeing rare meaty put action, we track the flow that actually impacts your P&L. Visit  TheHotOptionsReport.com to get the data behind the show!

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Eugenio Garibay repasaron resultados corporativos que están marcando el pulso del ciclo. Primero, el reporte de American Airlines con lectura mixta entre cifras y guía, pero con expectativa de crecimiento de ingresos y luego UPS, que sorprendió con un trimestre sólido y un outlook 2026 más optimista, apoyado en el giro hacia envíos de mayor valor tras reducir volumen de bajo margen.Después el episodio se movió al tema que hoy conecta a casi todos los sectores: la inteligencia artificial y su impacto en inversión y empleo. Hablaron de cómo la ola de CapEx se sigue acelerando, con Micron anunciando una inversión en Singapur para expandir capacidad vinculada a la demanda de memoria impulsada por IA, y Meta manteniendo el foco en infraestructura/centros de datos como pieza clave de su estrategia de IA.En el cierre  comentaron cómo algunas empresas ya están ajustando plantillas para reasignar recursos hacia productos y roles más ligados a IA; el ejemplo fue Pinterest, que comunicó un plan de reestructuración con recorte de menos de 15% del workforce y cargos estimados de US$35–45 millones, en parte para financiar su cambio hacia un enfoque más AI-first.

- Intel earnings, outlook - Industry-wide supply shortage - Shrinking windows of vendor price quotes - Micron fuels upstate New York tech hub - Chip investments in US regions [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_20260126.mp3"][/audio] The post HPC News Bytes – 20260126 appeared first on OrionX.net.

What happens when Kent decides to use the podcast as an SFF build livestream? What about a build using DDR4 memory?? It probably doesn't get more exciting than this.  Unless you count discussing the impending pricing DOOM for SSDs and the Google enabled bluetooth security flaw.So much more fun in the timestamps below!Timestamps:0:00 Intro00:41 Patreon01:29 Food with Josh03:03 Checking in on Kent04:42 RIP cheap SSDs06:07 Samsung and SK hynix reportedly cut NAND supply to drive profits07:00 Checking in on Kent again07:38 NVIDIA GPU prices are probably going up soon12:27 RTX 5070 Ti and 5060 Ti 16GB are not EOL after all14:18 NVIDIA releasing Arm-based chips for Windows laptops this year?17:33 Micron acquires PSMC fab to expand memory operations19:38 Dev patches WINE to make Photoshop 2021, 2025 run on Linux21:35 Josh checks in on Kent25:32 (In)Security Corner35:34 Another check on Kent's build progress36:38 Gaming Quick Hits40:24 Kent makes more progress41:36 Picks of the Week55:34 Outro ★ Support this podcast on Patreon ★

A Micron memory chip factory in upstate New York is wrangling with local groups who want legal assurances the project will benefit the local community. Plus, YouTube plans to crack down on AI slop.But first, it's shaping up to be a big year for very big initial public offerings. Elon Musk is reportedly preparing to take SpaceX public at an anticipated valuation of around $1.5 trillion. AI companies Anthropic and OpenAI are also expected to follow suit this year.Marketplace's Meghan McCarty Carino spoke with Paresh Dave, senior writer at Wired, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

A Micron memory chip factory in upstate New York is wrangling with local groups who want legal assurances the project will benefit the local community. Plus, YouTube plans to crack down on AI slop.But first, it's shaping up to be a big year for very big initial public offerings. Elon Musk is reportedly preparing to take SpaceX public at an anticipated valuation of around $1.5 trillion. AI companies Anthropic and OpenAI are also expected to follow suit this year.Marketplace's Meghan McCarty Carino spoke with Paresh Dave, senior writer at Wired, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

Manuel Pinto, Jefe del Departamento de Análisis de XTB, analiza la actualidad de los mercados, sacudidos tras las últimas declaraciones de Donald Trump en el Foro de Davos. Asegura que “la fotografía del mercado es muy positiva” y que “los inversores tienen la obligación de dejar de ser ahorradores para ser inversores”. La actualidad bursátil está marcada por la comparecencia del presidente estadounidense Trump en Davos, donde ha dado marcha atrás a esos posibles planes de invadir Groenlandia, rebajando el tono beligerante y también ha rectificado con su amenaza de imponer aranceles a diversos países europeos. El analista también ha comentado varios valores por los que preguntaban los oyentes. Uno de ellos ha sido Netflix. El gigante del streaming viene de reportar unos resultados decepcionantes. La compañía espera para este año unos ingresos de entre 50.700 y 51.700 millones de dólares, por debajo de las estimaciones de los analistas de 50.980 millones de dólares. Es el segmento que preocupa a los inversores, pero casi el único en el que decepciona. “Los resultados de Netflix esta semana han sido negativos, la compañía espera gastar más, en cara a la programación de cara a los próximos meses”, afirma el invitado. Además, Jefe del Departamento de Análisis de XTB, apunta que “en medio tenemos esa oferta pública inicial por Warner, que veremos en qué queda”. El foco en el Consultorio no solo ha estado en Europa y en Estados Unidos. Otro de los valores comentados ha sido Alibaba, que prepara la posible cotización de su división de fabricación de chips, para de esta forma poder rivalizar con otros grandes del sector como Nvidia o Micron. “Alibaba es uno de los valores internacionales en los que ponemos el foco”, afirma Manuel Pinto. Además destaca que “que tiene canal alcista de mínimos y máximos crecientes”.

January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report. 2. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company.  The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report. 3. Arcosa (ACA) is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets. This Zacks Rank #2 company's Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 4. Constellation Energy (CEG) is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states… This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It's by Kif Leswing. Here are some brief quotes. 1. Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. 2. Lumentum based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor… Lumentum's stock price has jumped 372% this year… lifting the company's market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million.  3. Western Digital is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year… 'Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,' CEO Irving Tan said in October on an earnings call… Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027. 4. Micron is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S… Analysts from Morgan Stanley said in a December note that Micron's results showed the best revenue and profit upside in the 'history of the U.S. semis industry' — aside from Nvidia. Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG. 5. Seagate is also benefiting from booming demand for storage. The stock is up 231% this year. Sales rose 21% to $2.63 billion in the company's fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market. 'There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,' CEO Dave Mosley said on a call with analysts… Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG. 6. Celestica founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them. The stock is up more than 230% this year… Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google's ASIC. 'The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,' the analysts wrote." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for January 2026. 1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo. 2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress. 3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff. 4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria. 5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey. 6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O'Brient. 7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker. 8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels. 9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics. 10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali. 11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King. 12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute. 13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber. 14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest. 15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King. 16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák. 17. Title: Barclays Calls This 1 AI Server Stock 'Best in Class' Amid Upgrade to 'Overweight' Rating on finance.yahoo.com. By Aditya Raghunath. 18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "January 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on February 27th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film ModelTimestamps(00:00:00) - Intro(00:02:59) - ChatGPT Ads(00:35:43) - Memory Stocks (Micron, Sandisk)(00:47:54) - Matt Damon & Ben Affleck New Film ModelWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we've held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video, we break down:--What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in 2026.-- The CEO all but confirmed they are designing the boot drive controller for Nvidia's Bluefield-4 DPUs. We analyze what this Nvidia bump means for their bottom line.Valuation: With margins expanding toward 50% and revenue growing, is SIMO still a deal at $110/share?The MaxLinear Drama: An update on the failed merger and the $160M termination fee arbitration that could finally be resolved this year.If you are looking for a semiconductor play outside the massive trillion-dollar giants, this episode is for you.Watch next: https://youtu.be/JxpoNjBCmDkhttps://youtu.be/_uvIkPwDu5AJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Why we kept our Silicon Motion shares00:48 - What are NAND Flash Controllers?01:58 - The 2026 Memory Shortage: Ripple effects in the supply chain03:20 - The Frenemy Risk: Competing with customers (Samsung, Hynix)04:36 - The Cadence Connection: IP supply chain dependencies06:17 - The Nvidia Catalyst: Bluefield-4 Boot Drives11:13 - Financials: Margins expanding to 50%?12:29 - Valuation: Is SIMO still a buy at $110?13:50 - The MaxLinear (MXL) Lawsuit: Where is the $160M?*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#SiliconMotion #SIMO #Semiconductors #ChipStocks #StockMarket #Investing #Nvidia #NVDA #NANDFlash #TechInvesting #SmallCapStocks #ValueInvesting #SupplyChain #ChipStockInvestor #AIChipsNick and Kasey own shares of Silicon Motion

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bid for Warner Brothers Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Buffalo Bills find another way to break hearts. Wanna heat up this Peeper? Bunch of political dorks took credit for Micron on Friday. What are some of the best sitcom neighbors? Kids still do chores, boomers. And so much more on a Mondee!

Jan. 19, 2026- In light of Micron Technology breaking ground in central New York, we wanted to explore the work of the state-aligned nonprofit working to support high-tech manufacturing in the Empire State. NY-CREATES President David Anderson weighs in on the Micron developments, creating a workforce for the semiconductor industry and weathering the volitivity at the federal level.

(Jan 19, 2026) We break down reactions from the right and left following Gov. Hochul's State of the State address; Micron has broken ground in Onondaga County on what's billed as the largest private investment in New York history; and we remember NCPR's longtime theater critic, Connie Meng, who died last week at 86 years old.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über neue Hoffnung bei Novo Nordisk, Quanten-Angst beim Bitcoin und einen Erfolg für Bayer. Außerdem geht es um Micron, Worthington Steel, Klöckner & Co., Eli Lilly, Viking Therapeutics, Meta, Alphabet, Microsoft, Amazon, BMW, Maersk, Legrand, Nvidia, Tesla, den iShares MSCI World Energy Sector (WKN: A2PHCF), den Xtrackers MSCI World Energy (WKN: A113FF), den VanEck Uranium and Nuclear Technologies (WKN: A3D47K), den Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG) und den VanEck Vietnam ETF (WKN: A2AHKE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Unser Whatsapp-Kanal. Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Rossmann und Mr. Beast sind bald dank CK Hutchison und Bitmine an der Börse. Mitsubishi kauft Aethon. Trump pusht GE Vernova & Siemens Energy. Er schadet Vistra & Constellation. Er bedroht Europa. Novo Nordisk, Klöckner & Micron steigen. Porsche nicht. Hat Silber noch Potenzial? Das haben wir mit Ronald-Peter Stöferle besprochen. Er ist Fondsmanager und Mitglied der Geschäftsleitung beim Vermögensverwalter Incrementum und Rohstoffexperte. Robert Pera hat alles richtig gemacht. Aus Leidenschaft NBA-Team gekauft. Geld verzehnfacht. Aus Leidenschaft Wifi-Produkte entwickelt. 30-facher Milliardär geworden. Das ist die Story von Ubiquiti (WKN: A2PQP8). Diesen Podcast vom 19.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Every episode this year just keeps getting better, try it, you'll see.  This food podcast brought to by the tech news!  Also, 9850X3D this month, welcome back 8GB GPUs, and 2026 will be tough for PC hardware enthusiats. Oh, that Micron shut down is really a good thing, trust them.  Enjoy Linux malware, CoPilot exploits, and even a StarCraft based shooter on the way plus so much more!  Seriously, look at the timestamps below.We thank our two sponsors this week:Notion Agent - Bringing all your notes, docs, and projects into one connected space that just works!Zapier - Where tech innovators break the hype cycle and put AI into their workflows - orchestrate it with Zapier!Timestamps0:00 Intro01:54 Patreon03:20 Food with Josh05:17 AMD reportedly launching the 9850X3D this month06:07 NVIDIA to increase 8GB GPU production?08:05 NVIDIA SUPER refresh delay09:32 Micron defends shutting down Crucial12:51 Zoicware is the one true way16:32 SK hynix to build new memory plant17:50 2026 is not going to be a great year for PC builders20:29 Podcast sponsor - Notion21:54 PSUs and CPU coolers are the next to go up in price28:29 Apple's Google Gemini deal31:02 Intel Nova Lake graphics33:06 (In)Security Corner38:37 Podcast sponsor - Zapier40:06 (In)Security Corner, continued46:46 We are not normal57:33 Gaming Quick Hits1:07:38 Picks of the Week1:17:52 Outro ★ Support this podcast on Patreon ★

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the battle for Warner Bros. Discovery.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

January 16, 2026 - Zach and Chase dive into the recent surge in Micron's stock, reflecting on missed opportunities and the broader implications of the memory market's recovery. They discuss the importance of recognizing market inefficiencies and the challenges of investing in a climate where good deals often feel like traps. The conversation shifts to the performance of major tech stocks like TSMC and Google, emphasizing the need for investors to adapt to a rapidly changing market landscape.

Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026!Show Notes:Alpha PicksSteven Cress' Top 2025 StocksSteven Cress Reviews His Top 10 Stocks For 2025Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Timestamps: 0:00 the future is almost...now 0:08 UK, US action on Grok 1:55 Cloudflare vs. Italy, UK vs privacy 3:47 Apple picks Gemini for Siri 6:01 QUICK BITS INTRO 6:11 Steam Machine pricing leak 6:50 Uninstall Copilot! 7:44 Micron is just trying their best guys 8:34 SpaceX, China satellites 9:02 Space-based solar power demo NEWS SOURCES: https://lmg.gg/jssNx Learn more about your ad choices. Visit megaphone.fm/adchoices

Micron's (MU) parabolic rally may have more room to the upside. George Tsilis turns his attention to the memory chipmaker after shares gained over 200% in 2025, with momentum continuing to start 2026. He explains about how the company benefits from cyclical trends in data centers in AI while highlighting the risk that comes with those trends. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again? Alicia Alfiere, Keith Speights, and Tim Beyers discuss: - What would drive outperformance for Micron. - Why 2025 was so good to Robinhood. - The macro factor Newmont investors shouldn't ignore. Tickers: Companies discussed: MU, HOOD, NEM Host: Tim Beyers Guests: Alicia Alfiere, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

What did Micron's earnings tell us about the AI boom? And what's behind the corporate drama at Warner Bros. Discovery and Lululemon? Plus, does Medline's IPO splash bode well for future offerings? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices