At $390, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility.…
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…
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that…
At current prices, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have…
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…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The…
David Moadel 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…
Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO |…
David Moadel 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…
Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) call comes at a moment when the AI infrastructure trade is reaccelerating after a choppy first quarter. NVDA has rallied 8.44% in the past week…
Vandita Jadeja JPMorgan Chase (NYSE:JPM | JPM Price Prediction) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired…
SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) track the same S&P 500 index. The real contest is structure, cost, and cash flow. With the VIX at…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion.…
Douglas A. McIntyre Shares of IREN (NASDAQ:IREN) are down roughly 9% in early Monday trading to $55.83, giving back a chunk of Friday’s powerful rally. The move follows Friday’s 8% surge to $61.20, which was…
