11:12am ET
Investing
If Lisa Su Is Right, AMD Could Be as Big as Nvidia
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past,…
AMD Coverage Page 43
10:37am ET
Investing
Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang
President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two boarded Air Force One: Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon…
8:03pm ET
Investing
Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis…
11:21am ET
Investing
Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation
The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock. Bank of America‘s…
9:34am ET
Investing
Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On
Intel (NASDAQ:INTC | INTC Price Prediction) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The…
7:54am ET
Investing
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher…
4:28pm ET
Investing
Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro…
1:58pm ET
Investing
Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off…
1:50pm ET
Investing
AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase
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…
11:47am ET
Investing
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
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…
11:38am ET
Investing
Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case
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…
11:26am ET
Investing
Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
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…
10:11am ET
Investing
This Stock Is My Biggest Bet For May
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 9:54am ET
Investing
Live Nasdaq Composite: Markets Retreat as Inflation Bites in High-Oil Economy
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…
7:30am ET
Investing
Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?
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 |…