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AMD witnessed over $30 million in net bullish institutional options flow, featuring heavy LEAPS call buying and large put sales up to the $520 strike. The positioning signals strong institutional con…
Strong multiyear revenue projections from Nvidia and Broadcom, alongside accelerating cloud growth at Amazon, Microsoft, and Alphabet, signal that the AI infrastructure rally remains well supported b…
Artisan Partners praised TSMC's robust 41% revenue growth and 66% gross margin expansion, citing tight advanced manufacturing capacity and intense AI demand. The fund expects sustained profit cycles,…
Baron Capital highlighted Taiwan Semiconductor Manufacturing Company's stellar performance, citing 35% YoY revenue growth and 58% EPS growth fueled by massive AI accelerator demand. TSMC raised its f…
Nvidia is teasing a fresh technical breakout following a solid beat-and-raise fiscal Q2 earnings report. The stock is holding key moving average support as more than a dozen Wall Street analysts rais…
U.S. stock futures showed mixed performance as traders await Nvidia's high-stakes Q2 earnings report after the closing bell alongside crucial macroeconomic releases, including PCE inflation and GDP d…
AMD surged after Raymond James upgraded the stock to Strong Buy with a $641 price target. Strong performance was driven by a 50% jump in revenue to $11.54 billion and data-center sales more than doub…
Raymond James upgraded AMD to Strong Buy, raising its price target to $641 on explosive growth expectations for the server and agentic AI CPU market. The firm highlights AMD's superior data-center po…
Rosenblatt Securities maintained its bullish $325 price target for Nvidia (NVDA), reinforcing long-term confidence in the chipmaker's AI dominance despite minor intraday price dips.
Broadcom shares rebounded as analysts project up to 25% upside driven by massive hyperscaler AI demand. Despite Google adding Marvell as a partner, Broadcom's deep customer ties, soaring AI semicondu…
Markets face macro headwinds from geopolitical tensions and upcoming inflation data, while traders eye Nvidia earnings. Bloomberg reported Nvidia plans to hike AI server ecosystem prices to offset su…
Recent pullbacks across NVIDIA, Broadcom, and AMD offer attractive entry points ahead of key earnings catalysts. All three semiconductor leaders report soaring AI demand, robust data center expansion…
U.S. stocks edged lower as Middle East tensions offset gains in AI-related semiconductor shares. The S&P 500 dropped 0.52% ahead of key retail earnings and upcoming Federal Reserve meeting minutes, d…
AMD's Q2 Data Center revenue surged 107% YoY to $6.7 billion, prompting Tiger Global to rotate out of Nvidia, Microsoft, and Alphabet into AMD. Strong partnerships with Anthropic and Microsoft boost …
Broadcom's AI semiconductor revenue surged 143% YoY to $10.8B, with Q3 revenue guided to $16B. Despite an 8% weekly drop, 92% of analysts rate AVGO a Buy, seeing 34% to 72% upside driven by custom AS…
US stock futures and semiconductor shares advanced in premarket trading as investors piled into artificial intelligence hardware. Broad optimism in chip and memory stocks lifted sector sentiment, buo…
Nvidia is highlighted among top stocks setting up near technical buy points, supported by robust and accelerating AI-driven growth fundamentals as the stock holds just above a short handle entry.
Renaissance Technologies significantly boosted its stake in Nvidia during Q2, adding 4.56 million shares to reach 7.09 million shares valued at $1.42 billion, while trimming holdings in Micron and ot…
Podcast discusses Samsung's stock plunge despite record profits, questioning if AI memory chip rally is overextended. Amazon raised $25B in debt at favorable rates for AI/logistics spending, joining …
S&P 500 futures rose as traders pivoted back to technology and chipmakers, signaling resilience in the AI-led growth narrative. Despite ongoing geopolitical tensions, markets rebounded from recent vo…