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Intel trades at a steep premium despite lingering foundry losses and supply bottlenecks. With trailing twelve-month losses of $11.3 billion and fab capacity delayed, competitors like AMD and Nvidia s…
Apple is considering iPhone price hikes to offset costs while forming strategic partnerships with Intel to secure AI-focused memory capacity. The company is prioritizing liquidity for AI initiatives …
Mizuho raised AMD's price target to $615, citing robust demand for agentic AI infrastructure. While supply constraints persist through 2027, analysts view the stock as a primary beneficiary of the on…
Nvidia gains 4.39% as U.S. Commerce approves Chinese tech firms to purchase H200 GPUs. Cantor Fitzgerald raises price target to $350, citing supply tightness through 2028-2029 and strong agentic AI d…
Alphabet's new TurboQuant compression algorithm raised concerns about AI-driven memory demand, causing memory stocks to fall sharply. However, the tech mainly reduces inference costs and won't impact…
Microsoft shares rose moderately after Bank of America upgraded its rating with a $500 price target, citing cloud and AI growth as key drivers. Oracle also received positive outlook. Taiwan Semicondu…
Nvidia’s upcoming GTC event is unlikely to trigger a major stock breakout amid supply constraints, but new AI chip platforms and full-stack product innovations support moderate optimism for future gr…
Nvidia gained 2% following Micron's strong earnings, which eased AI spending concerns. Rising demand for high-performance memory supports AI hardware purchases. A major cloud operator's $6 billion ex…
Nvidia shares fell amid ongoing China export uncertainties and competitive pressures. Despite regulatory challenges, analysts remain cautiously optimistic about potential revenue from eased shipments…
Nvidia's shift to low-power LPDDR memory in AI servers will likely double server-memory prices by 2026, causing supply shortages and increasing costs for AI infrastructure and data centers.
Nvidia shares dipped 2% after U.S. President Trump clarified no approval was given for Blackwell AI chip sales to China, maintaining export restrictions and raising geopolitical risks despite strong …
Zacks highlights NVIDIA and Meta as top research picks, citing AI-driven data center demand for NVDA and steady user growth plus heavy AI investment at META, while noting supply, margin, and monetiza…