Nintendo Co Ltd (NTDOY) Price

Memory Chip Prices Face Unprecedented Surge

UBS forecasts a historic price surge for DDR and NAND memory due to a severe supply-demand imbalance. The report signals significant cost increases for consumer electronics and bullish sentiment for memory manufacturers, even as the broader manufacturing sector shows signs of slack.

Tech Stocks Rally on AI and Hardware Cycles

Analyst selections for 2026 favor established technology firms poised to capitalize on two major trends: a surge in enterprise AI infrastructure spending and strong consumer hardware refresh cycles. Companies providing foundational AI technology and those with successful new products are seen as having a significant growth runway.

Nintendo Stock Climbs on Strong Switch 2 Projections, Fueling Valuation Debate at 41.9x P/E