Live Updates Flash PMI1:12pm ETThe S&P Global manufacturing flash PMI came in at 55.7 for June, edging above May’s reading and clearing the 54.8 Dow Jones consensus estimate. But the stronger headline…
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
At $507.29, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440.…
Alex Sirois The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day…
President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI…
At $7.53, Rackspace Technology (NASDAQ:RXT) is a Hold, with an aggressive Buy trigger if a macro panic drags shares back to $5.00. After a 675.57% year-to-date rip, the real question is how…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is ripping higher Thursday morning, up 10% to around $133 in early trading. The catalyst is a high-profile announcement out of Washington that ties the…
The U.S. government’s roughly 10% stake in Intel, acquired in 2025 at about $20.47 per share, has turned into one of the most lucrative trades on Uncle Sam’s books. Intel (NASDAQ:INTC |…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration…
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record…
