Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

Episode 132: Lam Research Stock: Next Wave of...

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Micron's Blowout Quarter -- Can It Continue in 2026?

Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $33.5B versus about $23B expected.
Financial highlights include $13.8B GAAP ne ...
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Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up

Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion ...  Show more

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