Nvidia's $1 Trillion AI Bet, the Must-Own Neocloud, and Micron's Next Growth Stage

Jensen Huang doubled Nvidia's revenue forecast — but the market shrugged. Here's what it means for NBIS and MU. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

March 18, 2026 Nvidia's $1 Trillion Agentic AI Opportunity Fails to Wow the Market Nvidia unveiled ambitious plans at its flagship event this week, revealing a $1 trillion revenue opportunity for AI's next wave. Yet the response was muted, underscoring NVDA's challenge of surpassing already sky-high expectations. Read more. › Sponsored Have You Heard of the "New Europe"? Where a beautiful apartment costs just $650 a month in one of the wealthiest neighborhoods in the city. (Think: Paris' 7th arrondissement) Click for more details. › Nvidia and Meta Prove Nebius Group Is the Must-Own Neocloud Stock NVDA and META dropped billions on rising AI infrastructure leader Nebius Group and green-lit its biggest U.S. buildout yet. This is the breakout moment for the neocloud player built exclusively for the next wave of intelligence. Read more. › Micron Just Entered Its Next Mega Growth Stage Micron's explosive gains reflect surging AI memory demand, but fresh high-volume HBM4 production for Nvidia's Vera Rubin signals the true start of its next transformative growth chapter. Expect explosive gains to come. Read more. › You are receiving this e-mail at lestyantoro14@gmail.com, as part of your subscription to Money Morning. Manage Your Preferences by clicking here. No longer interested? Unsubscribe. © 2026 Money Morning. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before our subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after on-line publication prior to following an initial recommendation. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Agora Media, 14 West Mt Vernon Place, Baltimore, MD 21201. Money Morning is a First Light Financial, LLC publication. To contact us call 866-616-2166 or visit us online. Website  |  Privacy Policy  |  Terms & Conditions