Stocks to Watch: Lululemon, Broadcom, Lumentum Holdings -- WSJ

WSJ9minutes ago

Jensen Huang’s first interview upon arriving in Korea: This visit will deliver a 'surprise-packed' package, and robotics will be Korea’s next major core industry.

NVIDIA CEO Jensen Huang visited South Korea again after a seven-month interval, refuting rumors that the company would reduce its usage of HBM (High Bandwidth Memory). He confirmed that all three memory suppliers supporting the Vera Rubin architecture have passed certification and are in mass production. Huang stated that South Korea’s accumulated strengths in mechatronics and semiconductors provide the perfect foundation for robotics and physical AI, which he believes will become the country’s next major core industry. He also hinted that this visit would bring “significant business opportunities and surprises.”

wallstreetcn20minutes ago

Founder Securities: In 2026, investment in the telecommunications sector will center on the AI computing power theme, with optical communications, IT equipment, and related industrial chain segments poised to benefit.

Industrial chain segments including optical communications, IT equipment, power supplies, liquid cooling, edge-side AI, and telecommunications operators are expected to benefit.

Zhitong Finance45minutes ago

Glass substrates are expected to enter commercialization in 2027, with NVIDIA and Google likely to be among the first adopters.

As AI chips evolve, glass substrates are becoming a focal point of next-generation advanced packaging. Rising costs of Taiwan Semiconductor's CoWoS technology are accelerating the adoption of this alternative, and the company has already established a pilot CoPoS production line, aligning with industry projections of early commercialization by 2027 and full-scale mass production by 2030. Currently, NVIDIA and Google may be among the first adopters, while major players such as Intel, Samsung Electro-Mechanics, and SKC are racing to secure positions in this emerging segment.

wallstreetcn46minutes ago

A 'safe haven' emerges as AI trading themes cool: Bank of America's $450 price target and value rotation fuel UnitedHealth's rebound trajectory

UnitedHealth's stock surged on Thursday, driven both by improving expectations regarding the company's fundamentals and by a market rotation from highly crowded AI-themed trades toward low-valuation, defensive sector leaders.

Zhitong Finance50minutes ago · Ratings

SuperX Launches First U.S. AI Inference Cloud Hub in Denver, Uses NVIDIA Tech for Enterprise AI Inference

Benzinga53minutes ago