On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI…
Mizuho raised its price target on Intel (NASDAQ:INTC | INTC Price Prediction) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive…
Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI…
Mizuho raised its price target on Dell Technologies (NYSE:DELL | DELL Price Prediction) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of…
I bought more Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) again last week, and I am not embarrassed to say it was my biggest single buy of the year. AMD is the…
Vandita Jadeja Live Updates Chip Stocks Fall Back1:32pm ETChip stocks took a notable step back after a recent surge that had expanded the AI investment boom well beyond Nvidia, lifting the broader semiconductor sector…
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the…
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps…
Daiwa upgraded Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is…
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now?…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one…
