Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12%…
Analysts at RBC just initiated coverage of Nvidia (NASDAQ: NVDA | NVDA Price Prediction) with an outperform rating and a $240 price target. The firm cited NVDA’s $500 billion+ backlog, inferencing demand,…
It’s hard to move the needle on shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) these days. Even though the stock has continued to drag its feet into the new year, with…
Joey Frenette Live Updates No AI Bubble11:42am ETLarry Fink, CEO of BlackRock, the biggest asset management firm on the planet, said he sees zero signs of an AI bubble “by any imagination,” bursting the…
Live Updates Quantum Computing a Buy, Says Rosenblatt11:20am ETAnalysts at Rosenblatt just initiated a buy rating on Quantum Computing (QUBT). The firm noted the company “has legitimate quantum assets across photonics, compute,…
President Donald Trump has a plan to send middle-income Americans a $2,000 tariff dividend. They could invest it in an ETF or shares of an AI darling.
Douglas A. McIntyre 1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market…
Four top small caps look like incredible buys now for growth and income investors looking for total return and huge passive income potential.
Pre-Market Stock Futures: Futures are trading mostly higher after another risk-off day on Wall Street on Wednesday. Despite more solid news on the inflation front, as the producer price index report came…
Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street’s expectations. Revenue hit $33.73 billion against a $33.1 bllion consensus, while EPS came in at $19.50 versus…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock surged to a new all-time high of $498.83 in December, driven by optimism around its artificial intelligence (AI), robotics, and energy initiatives. However, shares have…
Live Updates APP Stock in Spotlight 12:09pm ETAppLovin (Nasdaq: APP | APP Price Prediction) is shaving 9.5% off its value today despite a bullish sign out of Wall Street. Evercore ISI analysts…
Nvidia faces blocked imports of H200 chips into China, which puts $50 billion in potential revenue up in the air. China seems serious about producing its own AI chips.
Douglas A. McIntyre It’s been over a year since DeepSeek caused a bit of a panic across the AI stocks, as its distillation techniques caused many to question whether the frontier innovators needed all that…
Joey Frenette Analysts at KeyBanc just upgraded Intel (NASDAQ: INTC | INTC Price Prediction) and Advanced Micro Devices (NASDAQ: AMD) to an overweight rating, noting that both are benefiting from hyperscaler demand. As a…
