There's still plenty of room for AI memory stocks to run, both in the U.S. and abroad, says Noah Kann. He touches on the low valuations in companies like Micron (MU) in the U.S. and Samsung overseas, making them attractive to private firms with dry powder.
Noah Holdings Limited (NOAH) Q1 2026 Earnings Call Transcript
Noah NYSE: NOAH reported modest revenue growth but sharply higher operating profit for the first quarter of 2026, as management said the wealth management firm continued shifting toward investment-led products, overseas expansion and AI-enabled operations.
| Capital Markets Industry | Financials Sector | Zhe Yin CEO | XFRA Exchange | 65487X102 CUSIP |
| CN Country | 1,990 Employees | 9 Jul 2026 Last Dividend | - Last Split | 10 Nov 2010 IPO Date |
Noah Holdings Limited, integrated with its subsidiaries, excels in providing wealth and asset management services primarily aimed at high net worth individuals and enterprises not just in the Mainland of China and Hong Kong, but also on a global scale. Since its inception in 2005, the company has carved a niche in the financial market through its diverse service offerings across wealth management, asset management, and other business segments. Boasting a headquarter in Shanghai, People’s Republic of China, Noah Holdings Limited showcases a firm commitment to delivering superior investment solutions and financial products to its elite clientele, underpining its standing in the wealth management sector.
The comprehensive suite of products and services offered by Noah Holdings Limited is meticulously crafted to meet the sophisticated needs of its high-net-worth clientele. These offerings encompass: