Nvidia & Wells Fargo

Nvidia: Nvidia is mentioned as a company that needs critical technology, highlighting the demand for memory and storage solutions that Western Digital — Sandisk and Western Digital provide. Manuvir Das, a former senior leader at Nvidia, was appointed to Western Digital's board.

Wells Fargo: Wells Fargo raised its price target for Western Digital, maintaining an Overweight rating and contributing to the positive momentum driving the stock's surge.

Nvidia: Nvidia's RTX Spark was mentioned as a competitor in the Windows on Arm PC market, which had previously impacted Qualcomm's stock.

Wells Fargo: Wells Fargo raised its price target for Qualcomm, citing growing confidence in the data center opportunity, which contributed to Qualcomm's stock increase.