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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.…
Micron jumped over 4% after Lynx Equity forecasted a breakout, citing strong fundamentals and rising DRAM and NAND prices fueled by high-bandwidth memory demand for AI.
DA Davidson lowered its price target for Broadcom (AVGO) to $350 from $400 per share, presenting modest headwinds to near-term investor sentiment.
Asian equity markets gained on Friday, driven by overnight Wall Street rallies and easing global bond yields. Tech and semiconductor stocks led advances in Tokyo and Hong Kong, while regional exchang…
AMD highlighted its vision for personal AI computing at its IFA keynote, focusing on new hardware running large models locally and expanding partnerships with Microsoft and SUSE.
Cathie Wood's ARK Invest rotated capital into Nvidia, purchasing approximately $55.6 million in NVDA shares while trimming $74.5 million in AMD. The reallocation highlights Nvidia's superior near-ter…
Broadcom shares fell over 4% after its fourth-quarter earnings per share guidance missed Wall Street consensus. In a market demanding massive AI outperformance following Nvidia's blowout results, inv…
Nvidia agreed to acquire open-source AI platform Hugging Face for $12.9 billion. The deal significantly expands Nvidia's reach into the software and developer layer of artificial intelligence, broade…
Broadcom shares fell over 5% despite posting a 221% surge in AI chip revenue and raising long-term outlooks. Investor sentiment dampened after fourth-quarter total revenue guidance of $34.8 billion s…
Artisan Partners reported trimming its position in AMD during Q2 2026 alongside Amer Sports and Tencent, citing portfolio discipline and profit-taking after sharp AI-driven market appreciation.
Bank of America reaffirmed Nvidia as a Buy and its top sector pick following investor meetings. Meanwhile, Wall Street adjusted targets across major tech names, including upgrades for Broadcom and Am…