A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
Cerebras stock cratered to a post-IPO low while rivals like NVIDIA and AMD surged, yet one of the world's largest banks just doubled down with a price target that implies the market…
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Vandita Jadeja Semiconductor shares are extending their recent run, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is moving with a chip complex that buyers are bidding up across the board. AMD…
HPE just shattered its 52-week high on a single session surge, yet its forward multiple still sits far below every major competitor building the same AI infrastructure boom. Something in the valuation…
AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those…
Citi, Barclays, and Wells Fargo all lifted their HPE price targets after Networking Investor Day, yet the three firms land in very different places on whether the stock's explosive run has already…
Nvidia just unlocked nearly $100 billion in buyback firepower while demand for its chips outstrips supply through 2028, and the valuation tells a story most investors are reading backwards.
AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on…
AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first.…
Alex Sirois Wall Street has overwhelmingly parked Intel in hold territory, but the stock just posted a 212% gain this year while simultaneously losing billions in its foundry division. Something in those conflicting signals…
Intel (NASDAQ:INTC | INTC Price Prediction) stock rose 3% to $119.23 on Wednesday, capping a surprisingly strong September for the chip contender. NVIDIA (NASDAQ:NVDA) shares ticked up 1% to $230.48, while Advanced…
Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where…
Jim Cramer called for a $500 billion buyback and named Nvidia the single best investment Jensen Huang can make. The math behind that argument is harder to argue with than you might…
Lisa Su just committed billions in AMD stock to a startup that makes virtual worlds instead of chips, betting that understanding physical AI from the inside is the only way to outmaneuver…
