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Micron jumped more than 19% in a single session, while SK Hynix gained 9%, pushing both chipmakers above the US$1T marke...
28/05/2026

Micron jumped more than 19% in a single session, while SK Hynix gained 9%, pushing both chipmakers above the US$1T market cap mark.

AI demand is driving the rally, but analysts also believe long-term supply agreements are changing the memory cycle by making profits more stable.

The trend is boosting the entire AI supply chain, from Nvidia and AMD to equipment makers like ASML and Applied Materials.

🔎 Never miss a trend with moomoo's Heat List. Link in bio to download.

26/05/2026

Great to reconnect with our Melbourne Priority community for another exclusive evening of market insights, product updates, and conversations with the moomoo team 🥂

Moomoo ANZ CEO Michael McCarthy shared his views on the US macro outlook, while Commercial Director Sonia Sun explored some of moomoo’s latest features and app customisation tools ahead of earnings season.

Thanks again to everyone who joined us for the evening.

Space stocks are back in focus after SpaceX officially filed for what could become the biggest IPO in history 🚀The compa...
22/05/2026

Space stocks are back in focus after SpaceX officially filed for what could become the biggest IPO in history 🚀

The company is reportedly targeting a valuation of roughly US$2T, with the filing revealing major ambitions across rockets, satellites, AI infrastructure and Starlink.

Reuters reports the IPO could raise around US$75B, making it one of the largest market debuts ever.

Investor attention is now shifting beyond SpaceX itself and into the broader space economy, including satellite operators, launch providers, defence contractors and aerospace suppliers.

These are the space stocks to watch.

NVIDIA just delivered another monster quarter.Revenue surged 85% YoY to $81.6B, while Data Center revenue hit a record $...
21/05/2026

NVIDIA just delivered another monster quarter.

Revenue surged 85% YoY to $81.6B, while Data Center revenue hit a record $75.2B as AI infrastructure demand continued to accelerate.

But the bigger story may be Nvidia’s expanding AI factory ecosystem.

The company revealed Vera CPU could unlock a new $200B TAM, networking revenue is now running at nearly a $60B annualised pace, and Rubin production remains on track for H2.

Never miss an earnings report with moomoo's smart calendars. Link in bio to download.

NVIDIA is set to report earnings after the market close on May 20, with markets expecting revenue of roughly US$78.7 bil...
15/05/2026

NVIDIA is set to report earnings after the market close on May 20, with markets expecting revenue of roughly US$78.7 billion, up 79% year-over-year.

But this report is about far more than just Nvidia.

Its results are viewed as a key barometer for the entire AI supply chain and could move sentiment across chips, memory, networking, servers, cooling and power infrastructure.

Investors will be closely watching:
• Blackwell demand
• AI capex trends
• HBM supply constraints
• 2026 guidance

Save this supply chain for next Thursday.

NVIDIA is heading into earnings at record highs, and expectations are rising just as fast.Bank of America has lifted its...
15/05/2026

NVIDIA is heading into earnings at record highs, and expectations are rising just as fast.

Bank of America has lifted its price target to $320, pointing to accelerating AI demand and a potential US$1.7 trillion AI data centre market by 2030.

The big question now: can earnings justify the rally? 👀

As AI agents drive explosive compute demand, supply constraints across chips, memory, cloud and packaging are creating w...
13/05/2026

As AI agents drive explosive compute demand, supply constraints across chips, memory, cloud and packaging are creating what some investors are calling the “AI inflation era”.

The companies controlling these bottlenecks could hold the strongest pricing power in the next phase of AI.

These are 50 key stocks investors are watching. Save this for your next AI trade.

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