Today's AI and US stock market highlights: 1. NVDA continues to skyrocket, up 9%! UBS raised its target price from 280 → 300. Making more and more money, they had no choice but to adjust. 2. SKHY CEO: Memory shortages will persist until the end of 2030 because storage wafer supply is lagging by 20%, and new factory capacity will take another 5 years. 3. IREN plummeted 8%! Earnings report revenue came in at $137.2M, far below expectations. Old mining rigs caused massive depreciation losses. Not a total collapse, but NBIS and CRWV got hit by 3%. 4. MRVL dropped 8%! Earnings were good, but not good enough. Gross margins are declining, and the money from the GOOGL partnership will come in late—around 2029. 5. OpenAI has started running ads! Ads are being rolled out for the free version of ChatGPT and the Go plan in India. With 100M weekly active users in India, that ad revenue could bring in another $100M. #AI #Stocks #NVDA #IREN #MRVL #OpenAI #ChatGPT