Intel has shed a fifth of its value in a single month while its rivals barely flinched, yet one analyst sees a 70% surge coming. The catch is a collision between a…
Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Wall Street's consensus target for Broadcom sits above the stock's 52-week high, implying a move that would break new records. Our model lands somewhere different, and the gap between the two says…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally…
AMD (NASDAQ:AMD | AMD Price Prediction) reports third-quarter results on Tuesday, Nov. 3, after the bell. The stock is up 165.22% this year, and its market cap stands near $926.5 billion. This…
A big piece of the 2026 rally in Intel (NASDAQ:INTC | INTC Price Prediction) has evaporated over the past month, leaving the chipmaker below the $100 mark it traded well above just…
NVIDIA already commands a $5.26 trillion market cap, and one corner of its balance sheet carries enough risk to unsettle even the most committed bulls. Here is why the numbers still point…
When a company's biggest chip suppliers start buying equity stakes in their own best customer, something unusual is happening in the AI supply chain. The question is whether that bet signals confidence…
AMD crossed into trillion-dollar territory once before and lost it fast, but a surprise partnership announcement just sent the stock surging again with earnings and a critical product milestone days away.
Meta pulled in far more investor demand than it had shares to sell, yet buyers still watched the stock fall the moment trading opened. What convinced NVIDIA and AMD to pour billions…
NVIDIA's Vera CPU is already shipping to hyperscalers and management expects CPU revenue to more than double, putting AMD and Intel on defense in a market they once owned. Whether that threat…
Meta just broke a 13-year silence on new stock, and the chip suppliers powering its AI ambitions are lining up to buy in. Whether that signals genuine confidence or a circular bet…
Anthropic’s newly public IPO filing has made Broadcom (NASDAQ:AVGO | AVGO Price Prediction) the chip name most tightly bound to the AI lab’s compute expansion, and a fresh analyst upgrade now puts…
