The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shipped in a single quarter, and it explains why the AI compute leader still has a long…
The AI trade is back in full force, with semiconductor names reclaiming leadership and the promise of agentic and physical AI moving from concept to reality. Three structural moats will determine the…
AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We’re only in year two of a ‘massive ten-year cycle’ of rapid AI advancements and…
Western Digital (NASDAQ:WDC | WDC Price Prediction) received price target raises from Cantor Fitzgerald to $500 from $420, maintaining an Overweight rating, and Bank of America to $495 from $415, keeping a…
Northland Capital Markets analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock to Market Perform from Outperform on Monday with a $260 price target. The contrarian call lands…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading near $85 in early action Monday, capping an extraordinary run that has lifted INTC stock roughly 90% in April so far. The…
The Nasdaq Composite (^IXIC) heads into Monday’s open at record territory but is kicking off the week on a cautious note, down 0.18% at the open. Mideast peace talks have slowed, and…
At first glance, it doesn’t make much sense. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) — the undisputed leader of the AI chip boom — trades at roughly half the forward earnings multiple…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% in midday trading Friday, climbing to $29.06 from Thursday’s close of $26.75. The rally is striking given a challenging…
An analyst firm just made the bull case for one of the year’s hottest semiconductor stories. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) was upgraded to Buy from Neutral at DA…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 13% in Friday morning trading, changing hands near $346 after closing Thursday at $305.33. The move pushes AMD stock to…
The S&P 500 (^GSPC) is pointing higher into Friday’s open, with futures fractionally higher as traders digest a bevy of data. Intel reported a blockbuster print, sending its stock to dot-com-era levels,…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
On March 25, 2026, we sent thousands of investors an email titled “Is Intel The Must-Own Stock for 2026?” The argument was simple: agentic AI was about to shift the bottleneck from…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are ripping higher in Friday premarket trading, last quoted near $83.50 after the chipmaker delivered a blowout Q1 2026 earnings report. That move pushes…
