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JPMorgan Chase 2026 Storage Market Outlook: This year's giant market capitalization approaches $1 trillion, $1.5 trillion in 2027

JPMorgan Chase predicts that the storage chip industry will experience the longest boom cycle in history: the market value of leading manufacturers is expected to approach USD 1 trillion this year and soar to USD 1.5 trillion by 2027, an increase of over 50%. The demand for HBM continues to squeeze traditional DRAM production capacity, and AI inference consumes three times the memory compared to training, leading to a supply-demand gap that will persist until 2027. It is forecasted that DRAM prices will surge by 53% in the fiscal year 2026, with strong enterprise market performance completely offsetting pressure from the consumer side

Wallstreetcn·
US
JPM
+0.36%
Wallstreetcn·
US
JPM
+0.36%

Cathie Wood sells $40 million of megacap tech stock

Cathie Wood, head of Ark Investment Management, sold $40 million of Tesla stock amid concerns of a tech bubble. Despite past successes, Ark Innovation ETF has seen significant volatility and net outflows. Wood remains optimistic about AI's potential, denying an AI bubble. Tesla remains Ark's largest holding, with Wood predicting its stock could reach $2,600 due to Robotaxi platform potential. Tesla faces challenges in its core EV business, with U.S. sales dropping and market share increasing.

Yahoo Finance·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
Yahoo Finance·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%

Broadcom CEO: Silicon photonics is a necessary path, but it will take time

Broadcom CEO Chen Fu Yang stated that silicon photonics technology will not impact data centers in the short term, but it will become a necessary path in the future. Chen pointed out that before silicon photonics technology becomes essential, it needs to go through two waves of innovation: expanding copper-based interconnect technology and pluggable optical devices. Broadcom is already conducting research and development to meet future demands and emphasized that the demand for artificial intelligence hardware will continue to exist

Wallstreetcn·
US
AVGO
-11.43%
Wallstreetcn·
US
AVGO
-11.43%

Another Tesla Model 3 variant in China sees wait time extended to Feb 2026

Tesla's Model 3 in China faces extended delivery wait times for two of its four variants, now set for February 2026. The long-range rear-wheel-drive variant, priced at RMB 259,500, is among those affected. Meanwhile, the other two variants maintain a 4-6 week wait. Tesla's November retail sales in China saw a slight decline, with a 0.47% year-on-year drop, marking the fifth consecutive month of contraction.

CnEVPost·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
CnEVPost·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%

Down 17% From Recent Highs, Is Nvidia Stock a Buy?

Nvidia's stock has dropped 17% from its 52-week high due to investor concerns about the sustainability of the AI boom. Despite robust demand for AI chips and strong fiscal Q3 results, including a 62% revenue increase, the stock's high valuation poses risks. Competition and geopolitical factors add uncertainty. While the pullback makes the stock more attractive, the lack of a sufficient margin of safety suggests caution for potential investors.

Motley Fool·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
-4.74%
Motley Fool·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
-4.74%
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