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Zacks evaluates Intel following solid quarterly beats and projected annual earnings growth. However, an 'F' valuation score and mixed recent estimate revisions assign Intel a Zacks Rank #3 (Hold), po…
Intel shares have surged over 300% driven by 59% Data Center and AI growth, though a $2.1 billion quarterly Foundry operating loss and steep valuation present major headwinds toward reaching a $150 p…
Anthropic's CEO urged a slowdown in AI model deployment due to safety risks, creating short-term sentiment pressure on hardware leaders. However, intense global competition and robust revenue project…
Nvidia continues to beat market expectations with triple-digit sales growth driven by AI chip demand. While long-term projections point to massive market capitalization gains from ecosystem expansion…
AMD led semiconductor and Nasdaq gainers for the holiday-shortened week, surging over 13%. Chip stocks advanced following an in-line consumer inflation print and fresh Overweight coverage initiations…
AMD highlighted rapid AI adoption, product development acceleration, and a transition toward rack-scale system solutions at a Goldman Sachs conference. The company emphasized strong software expansio…
Nvidia shares dropped 5% this week amid competitor gains and reports of a DOJ antitrust probe into its Groq licensing deal. However, analysts view the pullback as a buying opportunity, noting Nvidia …
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending heavy ecosystem investments that drive GPU demand. Despite stock weakness amid macro yield pressures, Goldman Sachs reite…
BofA research reveals Nvidia is held by 82% of U.S. active fund managers, making it the most-owned chip stock. However, long-only managers overweight it modestly at 1.17 times benchmark weight, indic…
Nvidia CEO Jensen Huang projected a 70% revenue surge for fiscal 2027, citing persistent AI compute demand exceeding supply. Speaking at a Goldman Sachs conference, Huang highlighted cybersecurity as…
Piper Sandler initiated coverage on AMD with a Buy rating and a $600 price target. The firm projects roughly 50% annual revenue growth through fiscal 2030, driven by agentic AI workloads boosting ser…
Barometer Capital Management highlighted positive IT performance in its Q2 2026 letter, noting contributions from NVIDIA alongside new positions like SiTime Corporation. Rising data rates across AI d…
American Century Investments highlighted Intel in its Q2 2026 letter, citing strategic U.S. government backing, foundry support from fabless designers, and turnaround potential under new leadership. …
AMD slipped over 1% in premarket trading amid broad tech caution while testing key resistance. Concurrently, AMD partnered with Xanadu to launch Backline, an open-source platform accelerating quantum…
Michael Burry announced he is paring back risk, shedding December 2026 put options on Nvidia and Palantir without rolling them over while raising cash. Despite closing puts, Nvidia remains among his …
CFO Jean Hu raised AMD's estimated AI chip market ceiling to $3 trillion by 2030, projecting data center business to more than double next year. AMD affirmed TSMC as its primary foundry supplier, shu…
AMD shares surged following CFO Jean Hu's projection that AI demand will expand the company's total addressable market to $2 trillion by 2030. Hu emphasized ongoing GPU momentum and forecasted that A…
Intel shares surged over 8% following reports of a planned 10% CPU price hike to boost gross margins and a Wall Street upgrade from Northland Securities citing turnaround progress and pricing power a…
European semiconductor stocks declined following prior gains, weighed down by ASML, Infineon, and STMicroelectronics. Meanwhile, E-mini Nasdaq 100 futures slipped 0.2%, signaling a softer opening for…
SK hynix reported record demand and earnings driven by surging AI high-bandwidth memory orders from Nvidia and Apple. South Korea's FX fund absorbed $20 billion in proceeds from SK hynix's massive U.…