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Wedbush
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- 1Wedbush Sees Micron Growth on Demand and Rising Memory Prices●Micron Technology Growth Supported by Strong Demand, Rising Memory Prices, Wedbush Says
Wedbush analysts say Micron Technology's growth outlook is being supported by strong demand for memory chips alongside rising memory prices. The comments point to improving pricing power in the memory market, which has historically moved in sharp cycles. Investors are watching Micron closely as memory price increases feed into revenue and earnings expectations across the semiconductor sector.
- 2AMD and Meta Lead GAMR Gaming Index as Capcom Joins▼AMD, Meta Power GAMR's Gaming Index as Capcom Joins
The Wedbush ETFMG Video Game Tech ETF (GAMR) has reshuffled its gaming index, with AMD and Meta emerging as major weight drivers, while Japanese game publisher Capcom has joined the lineup. The move underscores how chipmakers and tech platforms now sit alongside traditional game publishers in gaming-focused investment portfolios, drawing attention from investors tracking the sector.
- 3Dan Ives to launch fund for private AI companies▼Dan Ives prepares to debut fund offering access to private companies fueling AI boom
Wedbush analyst Dan Ives is preparing to debut an investment fund that would give investors access to private companies driving the artificial intelligence boom. The fund targets firms at the center of the AI rally that are not yet publicly traded, drawing attention given Ives's prominence as one of Wall Street's most vocal AI bulls.
- 4Nvidia's next 'holy grail' is physical AI, says analyst Dan Ives▼Nvidia's next 'holy grail' is physical AI: Dan Ives
Wedbush analyst Dan Ives says Nvidia's next major growth opportunity is physical AI, meaning artificial intelligence applied to robotics, autonomous vehicles and real-world machines rather than just software and data centers. He frames the technology as the company's next 'holy grail,' suggesting investors are watching how Nvidia extends its dominance in AI chips into embodied systems.