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Bank of America analysts project a $170 billion AI-driven server CPU market by 2030. The brokerage raised price targets for AMD and Arm, while reiterating Nvidia as their top pick in the sector, citi…
Morgan Stanley sees Apple's upcoming WWDC as a critical catalyst to rebrand the company as an AI leader. Analysts believe low investor expectations and a shift toward 'agentic' AI could drive signifi…
Nvidia CEO Jensen Huang predicted that agentic AI will expand the software industry rather than replace it. His comments at GTC Taipei eased 'SaaSpocalypse' fears, sparking a significant rally across…