Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) caught the chop. I’ve watched NVDA since 2010, and headlines like this come…
Jeremy Phillips Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher.…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, and Jensen Huang declared that “the agentic AI inflection point…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are trading near $333 in midday action Monday, down 4% on the session after Northland cut its rating. Even with today’s pullback,…
AMD (NASDAQ: AMD | AMD Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered the kind of quarters that make me grin at my screen. AMD posted $10.27 billion in Q4 revenue,…
I’m watching Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) ahead of first-quarter results due Wednesday, April 29, after the bell. Beyond cloud and ad headlines, this print is really about whether Google’s…
The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shipped in a single quarter, and it explains why the AI compute leader still has a long…
The AI trade is back in full force, with semiconductor names reclaiming leadership and the promise of agentic and physical AI moving from concept to reality. Three structural moats will determine the…
AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We’re only in year two of a ‘massive ten-year cycle’ of rapid AI advancements and…
Rich Duprey Western Digital (NASDAQ:WDC | WDC Price Prediction) received price target raises from Cantor Fitzgerald to $500 from $420, maintaining an Overweight rating, and Bank of America to $495 from $415, keeping a…
Northland Capital Markets analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock to Market Perform from Outperform on Monday with a $260 price target. The contrarian call lands…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading near $85 in early action Monday, capping an extraordinary run that has lifted INTC stock roughly 90% in April so far. The…
The Nasdaq Composite (^IXIC) heads into Monday’s open at record territory but is kicking off the week on a cautious note, down 0.18% at the open. Mideast peace talks have slowed, and…
At first glance, it doesn’t make much sense. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) — the undisputed leader of the AI chip boom — trades at roughly half the forward earnings multiple…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% in midday trading Friday, climbing to $29.06 from Thursday’s close of $26.75. The rally is striking given a challenging…
