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Woods: Caution on Memory Stocks & Why NVDA Still Reigns

5 min7 maj 2026

With markets marching forward, Jay Woods joins Diane King Hall at the NYSE to figure out what winds are pushing stocks to new highs. Jay looks to the post-earnings rallies taking place with semiconductor and memory stocks. He does caution investors that some of the memory names may have gone parabolic, suggesting folks watch for a pause in price activity. Jay presents the case for Nvidia (NVDA) versus AMD Inc. (AMD) saying he would "never sell that stock [NVDA]" and calls it a long-term hold.


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