3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is drawing fresh institutional attention ahead of its next earnings report. Wells Fargo added AMD to its Q2 Tactical Ideas List with an Overweight…
The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC | INTC Price Prediction) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect…
Meta Platforms (NASDAQ:META | META Price Prediction) shares are up 4% in Tuesday trading, with the stock climbing from an opening price of $536.38 to trade around $558. The move comes after…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding 5% in Monday trading, pulling back to the $41 area. Advanced Micro Devices (NASDAQ:AMD) is also in the red, falling 3% to $196…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) closed 2025 with record revenue and accelerating AI momentum, while Intel (NASDAQ:INTC) delivered a more complicated picture: a modest revenue beat, a GAAP net…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is trading at around $216 this morning, down approximately 2% as broader market weakness pulls it off Wednesday’s strong close. The retreat follows…
Intel (NASDAQ:INTC | INTC Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both closed fiscal year 2025 with Q4 earnings that tell very different stories. Intel is fighting to rebuild credibility around its…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang made a $1 trillion forecast this March during the company’s GTC 2026 conference. During his keynote, Huang projected that cumulative demand for Nvidia’s…
AI stocks haven’t entered into a tailspin as the bears would have liked, but they are slowing down. Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is one of the biggest names out there.…
The fear gauge pulled back on Wednesday. The CBOE Volatility Index, better known as the VIX, is trading near 25.6 this morning, a drop of roughly 5% from Tuesday’s close of 26.95,…
The Nasdaq is staging a meaningful recovery Wednesday morning, with the index up 1.1% as of the early session, driven by two catalysts: a sharp drop in oil prices tied to potential…
The global PC market has clawed its way back from a brutal slump in 2022 and 2023, when shipments cratered amid post-pandemic oversupply, with 2024 delivering modest growth as businesses and consumers…
Live Updates ARM Soars 11:58am ETARM (Nasdaq: ARM) stock is soaring by 20% after launching its inaugural native AI data center chip. ARM is rallying alongside many of its technology peers, with…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 5% in Friday trading, pulling back to around $44 after a strong run that has seen the stock nearly double over the past…