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Intel gained 1.8% to close at $91.67, though shares remain down 10.9% over the past month. Ahead of its earnings release, consensus estimates forecast quarterly EPS of $0.39 on $16.36 billion in reve…
SEMI CEO projects a $2 trillion semiconductor supercycle driven by AI demand, prompting aggressive memory capacity expansion. While cyclical memory risks loom longer term, surging AI compute demand a…
Broadcom delivered record fiscal third-quarter results but disappointed investors with forward quarterly revenue guidance below Wall Street expectations. Asian markets traded mixed amid soft semicond…
Broadcom delivered record Q3 results fueled by a 221% surge in AI semiconductor revenue. Q4 guidance projects 93% year-over-year revenue growth, with multi-year outlook forecasting AI revenues doubli…
Semiconductor stocks pulled back sharply last week, with AMD dropping nearly 10% despite posting strong 50.1% year-over-year Q2 revenue growth. Meanwhile, HSBC doubled Intel's price target to $200 on…
Bank of America identifies compelling risk-reward setups in semiconductor stocks despite near-term headwinds, naming Nvidia, AMD, and six others as top buying opportunities. BofA expects robust long-…
Semiconductor sector gains 46.5% fueled by AI demand, but selective stock picking remains crucial. Analysts recommend selling Intel and onsemi due to declining revenues and margin compression, while …
GlobalFoundries posted strong Q2 FY2026 results with revenue up 9% sequentially, driven by 62% YoY growth in data-center/communications infrastructure demand. Raised 2026 outlook for silicon photonic…
Marvell's positioning in AI infrastructure, especially agentic AI, signals strong growth potential amid accelerating demand and upcoming market expansion, supported by favorable analyst ratings and i…
Bank of America maintains Buy on Nvidia with a $300 target, highlighting data center growth, new AI platforms, and strong demand including Chinese purchase orders.
Nvidia introduces a new compensation plan linking CEO bonuses to 2027 revenue targets after beating quarterly earnings and forecasting strong AI-driven sales growth.
Nvidia was upgraded to Buy by Aletheia Capital, citing increasing AI compute spending and strong data center growth prospects, with revenues expected to near $475 billion by 2027 and earnings results…
Nvidia shares rise ahead of Wednesday's earnings on strong AI demand and anticipated revenue growth, despite concerns about capital spending and valuations. Guidance, especially on China export issue…
Nvidia shares rose after UBS upgraded the stock, citing strong AI chip demand, bullish supply chain signals, and strategic moves like acquiring Groq’s inference tech amid growing TPU competition from…
Morgan Stanley sees Nvidia as undervalued despite recent underperformance, citing strong AI chip demand, market share gains, and upcoming Vera Rubin platform as growth drivers amid broader sector ent…
Nvidia CEO Jensen Huang highlighted AI's broad economic benefits and called for increased investments in energy, chips, and cloud to drive growth across industries at the Davos forum.
Nvidia's H200 AI chip production faces delays due to Chinese customs issues, but analysts remain optimistic, raising price targets amid significant AI spending plans.
AMD plans to launch competitive AI accelerators and rack-scale solutions in 2026, challenging Nvidia's dominance. While AMD's products are improving, Nvidia still leads in AI functionality. AMD’s gro…
Nvidia shares declined slightly amid broader market weakness, but UBS dismisses AI bubble concerns and forecasts strong long-term AI-driven growth, supported by Nvidia's acquisition of SchedMD to bol…
Nvidia shares gained 1.3% premarket after a recent month-long slide amid Google competition, with J.P. Morgan maintaining an Overweight rating and $250 price target, viewing the dip as a buying oppor…