Editing Openai/691df491-0d78-8005-ad11-12760f0fa16d (section)

=== User: No but I have more news I got this from Robinhood: Nvidia rises 1.85% in pre-market ahead of Q3 earnings and $100B AI i… ===
No but I have more news I got this from Robinhood: Nvidia rises 1.85% in pre-market ahead of Q3 earnings and $100B AI infrastructure fund launch

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Strong AI demand

Nvidia is set to report Q3 fiscal 2026 earnings today, with analysts expecting $1.26 EPS and $54.8 billion revenue, driven by robust AI chip demand. Bernstein analyst Stacy Rasgon highlights demand remains “full steam ahead,” citing over $500 billion in AI chip orders through 2026. Wall Street consensus rates Nvidia as a Strong Buy with an average price target around $240, implying about 34% upside.

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Brookfield AI fund

Brookfield Asset Management launched a $100 billion AI infrastructure investment program partnering with Nvidia and Kuwait Investment Authority. The fund targets $10 billion in equity commitments to acquire AI infrastructure assets like data centers and compute resources. Nvidia CEO Jensen Huang emphasized the partnership’s focus on combining land, power, and supercomputers to support AI cloud deployment.

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Memory chip shift

Nvidia’s move to smartphone-style low-power memory chips in AI servers is expected to strain supply chains and potentially double server memory prices by late 2026, according to Counterpoint Research. This shift reflects Nvidia’s innovation but may increase costs for cloud providers and AI startups. Despite this, Nvidia maintains a strong buy consensus with significant upside potential.