AMD Shares Are About to Become Even More Valuable And That Keeps Me Buying
Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of…
Intel Corporation is a global leader in computing innovation, known for designing and manufacturing an extensive range of computing products and services. Its offerings include processors for mobile and desktop computers, graphics processing units (GPUs), and advanced technologies for artificial intelligence (AI), security, and networking. Intel also plays a significant role in developing autonomous driving technologies and advanced driver assistance systems (ADAS) through its Mobileye segment. Additionally, the company supports the tech ecosystem with advanced process technologies, software products, and services that facilitate digital transformation from cloud computing to the edge. Founded in 1968, Intel's headquarters are in Santa Clara, California.
Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of…
Chip buyers are stepping back into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock. The rebound follows a steep drop and is running well ahead of the rest of the semiconductor group.…
AMD just crossed a threshold that only a handful of chip companies have ever reached, but the same rally that created a trillion dollar milestone may have put the stock in an…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding in morning trading, giving back a slice of one of this year’s most extraordinary runs among large-cap technology names. Shares are down 3%…
Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis…
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround…
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
BlackBerry Limited (NYSE:BB) is the loudest name in early Tuesday trading, gapping higher after Vector and QNX, a division of BlackBerry, announced that Coretura selected Alloy Kore as the safety-certified foundation inside…
Ahead of a scheduled quarterly report, BlackBerry stock is running on a fresh television endorsement that pointed traders back to the software story. BlackBerry Limited (NYSE:BB) shares are up 5% to $8.40…
Intel's stock has surged over 250% in a year, NVIDIA just took a $5 billion stake, and the CEO is calling it the strongest revenue growth in fifteen years. So why does…
Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
AMD has surged 254% in a year and just posted triple-digit Data Center growth, yet our price target sits below the current stock price. One segment either justifies the valuation or exposes…
China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
Intel CEO Lip-Bu Tan set off a fresh scramble in chip stocks this week, warning that memory prices have jumped 5x to 7x and that memory now accounts for roughly 75% of…