- Nvidia has partnered with SK Hynix to secure advanced HBM4 memory, aiming to ease supply bottlenecks that limit the delivery of complete AI factory systems.
- Morningstar designates Nvidia as an undervalued stock with a fair value estimate of $280 per share, following a 17% market decline triggered by fears of slowing hyperscaler spending.
Quotes
“The SK Hynix partnership targets the real AI shipping constraint: advanced HBM.”
“Morningstar says it finds itself in an unfamiliar role: an undervalued bargain.”