stocks
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.
Author
Nathan Ellis
Technology & Markets Contributor, Global Markets Review
Nathan Ellis is a technology and markets contributor at Global Markets Review, covering the companies at the intersection of technology, artificial intelligence and public markets. His work focuses on semiconductor stocks, major technology companies, analyst upgrades and downgrades, price-target changes and the investment themes driving the sector.
He tracks how product launches, capital spending, earnings expectations and shifts in AI demand affect valuations and investor positioning across global technology markets.
Nathan Ellis contributes to Global Markets Review as an independent journalist and holds no positions in individual securities covered by the publication.
Articles by Nathan Ellis
earnings
Nvidia's $96.2bn Quarter Shows the AI Spending Cycle Is Still Accelerating
Nvidia reported $96.2bn in quarterly revenue, with data-centre sales reaching $89bn as global AI infrastructure spending accelerates.
analyst ratings
Morgan Stanley Names Nvidia, Broadcom and Astera Labs as Its Top Chip Stocks for 2026
Morgan Stanley names Nvidia, Broadcom and Astera Labs its top semiconductor picks for 2026, and argues AI gains broaden into memory and equipment.
ipos
China's $8.6bn CXMT IPO Is a Test of the Semiconductor Trade
CXMT's $8.6bn Shanghai IPO drew huge demand, but weaker oversubscription shows investors are becoming more selective on chip stocks.
markets
Stocks Near Records Face CPI, Bank Earnings and Iran Risk
With the S&P 500 near records, investors face a crucial week of US CPI data, big-bank earnings and renewed Middle East risk.