NVIDIA Corp

• SanDisk shares rose ahead of earnings on strong NAND prices and AI demand. • Institutional filings revealed notable position increases by major asset management firms. • The company reported $20.25 billion in annual revenue and $11.43 billion net profit.

• SK Hynix reported record quarterly results boosting semiconductor market sentiment and confidence. • Structural supply constraints in high-bandwidth memory persist over a multi-year horizon. • Micron reports annual revenue of $133.19B with net profit of $84.97B.

• Lam Research reported record quarterly revenue of $8.22 billion with high margins. • Strong long-term demand is driven by artificial intelligence infrastructure and advanced memory. • Analysts maintain buy ratings with an average price target of $359.02.

• Third-quarter financial results and fourth-quarter guidance surpassed Wall Street consensus estimates. • Net sales surged due to robust organic AI datacom demand and acquisitions. • Management raised the quarterly dividend and authorized a new share repurchase program.

• Lumentum surged due to bullish Wall Street research and strong AI infrastructure demand. • Core optoelectronic manufacturing capacity is sold out for several years with strong pricing power. • The company reported latest annual revenue of $3.01B and net profit of $-6.94B.

• ASML reported robust demand and order backlogs extending through 2027 and 2028. • Annual revenue reached $36.83B with a net profit of $10.83B. • Analysts maintain buy ratings with an average price target of $2210.62.