The Motley Fool
03 Jul 2026, 04:30 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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3 claims · each scored for market impact
Nvidia is currently trading at 21.5 times forward earnings, which is the same as the S&P 500 and significantly lower than its historical year-end multiples of 40x or greater. — Low relative valuation compared to historical norms for a high-growth AI leader suggests significant upside potential for the stock price.
+0.60The memory chip industry is facing a severe shortage due to AI data center demand that is predicted to persist through 2026 and 2027. — Persistent supply shortages in a high-demand environment typically lead to sustained price increases and higher revenues for memory chip providers like Sandisk.
+0.50The S&P 500 has risen nearly 10% so far in 2026. — Confirms a generally bullish baseline for risk assets, though the magnitude is standard for annual expectations.
+0.20Which stocks this story touches
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Identified as the worst performer in the S&P 500, down approximately 60%.
The author predicts huge gains and potentially 100% returns by the end of 2026 due to the AI buildout.
The stock is up 800% due to memory chip shortages and is predicted to have further room to run.
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