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3 mins read
The AI boom is unraveling the most dominant tech trade of the last decade
"The cart is in front of the horse as it relates to GenAI software, there's just no applications," …
Matthew Fox
2 mins read
Nvidia stock has 258% upside as its 'impenetrable moat' will propel it to a $10 trillion valuation by 2030, tech analyst says
"The CUDA platform is what AI engineers are learning in order to program GPUs, so that helps lock t…
Matthew Fox
3 mins read
The US-China rivalry will reshape the landscape for Big Tech earnings
Geopolitical conflict and a "tit for tat" rivalry between US and China is a risk to future tech-ear…
Yuheng Zhan
2 mins read
Buy this boring part of the stock market for overlooked exposure to the AI boom
"Not since the start of the century has US electricity demand grown 2.4% over an eight-year period,…
Matthew Fox
2 mins read
Nvidia will surge another 22%, and is still cheap compared to peers despite nearly doubling this year, Goldman Sachs says
Nvidia's increased cadence of new product innovation should help fend off the competition, accordin…
Matthew Fox
3 mins read
Stock market today: Indexes mixed after Fed meeting as Powell calms nerves over possible hike
The Federal Reserve's next policy move is "unlikely" to be a rate hike, Chairman Jerome Powell said…
Jennifer Sor
3 mins read
Lisa Su is CEO of AMD — and Jensen Huang's cousin. Here's how she became a billionaire.
Lisa Su is a new entrant to the Forbes rich list with an estimated net worth of $1.3 billion. She l…
Hasan Chowdhury
1 min read
TSMC stock jumps on Biden's $11.6 billion funding to boost US chip manufacturing
TSMC's planned facilities are expected to produce 6,000 high-tech jobs and 20,000 construction jobs…
Yuheng Zhan
2 mins read
Buy these 3 stocks to ride a 2nd wave of AI frenzy as accelerators outperform, BofA says
"Rising tide could create profitable niche for next tier of vendors," analysts at the firm said.
Matthew Fox
2 mins read
Stock market today: Indexes edge lower as rally pauses ahead of Fedspeak, jobs data
Fed Chairman Jerome Powell is scheduled to testify starting Wednesday, and his comments could offer…
Filip De Mott
2 mins read
Super Micro Computer has soared 938% over the past year. Bank of America says it can go even higher thanks to AI.
Bank of America expects Super Micro Computer's AI-enabled servers to take market share from competi…
Matthew Fox
2 mins read
6 reasons why Nvidia will jump another 21% from record highs, according to Goldman Sachs
"We are encouraged by various data points from the broader eco-system that point to sustained stren…
Matthew Fox
3 mins read
The bosses of rival chip giants Nvidia and AMD are cousins, researcher says
Nvidia CEO Jensen Huang and AMD CEO Lisa Su are first cousins once removed, according to a genealog…
Huileng Tan
2 mins read
Nvidia could spike another 23% with AI demand still in its infancy, BofA says
Bank of America estimates that Nvidia has the ability to generate anywhere from $40 to $80 in earni…
Matthew Fox
1 min read
Stock market today: Intel leads premarket declines as US futures slip
US equity futures declined, with Intel sliding almost 12% in premarket trades as investors reacted …
Anil Varma
2 mins read
Jeremy Grantham's GMO divides the mega-cap tech stocks into these winners and losers
"We're not looking for cigar butts, but rather trying to avoid what's over hyped."
Filip De Mott
2 mins read
AMD stock could rise 63% as the chipmaker has big market share left to take in multibillion dollar market, Bank of America says
Bank of America raised its price target on AMD stock to a Wall Street-high of $190 per share.
Carla Mozée
1 min read
Nvidia stock is riding its longest winning streak in 7 years, adding $220 billion in market value just in November
Nvidia stock has jumped 22% across 10 trading days, which is the longest winning streak since 2016.
Filip De Mott
1 min read
Nvidia falls to lead chip stocks lower as US clamps down on key AI exports to China
Nvidia fell as much as 6%, with Intel, AMD, and other chip names also dropping Tuesday after the US…
Phil Rosen
2 mins read
The 'FAAMG' trade is dead but Apple's appeal stays alive with retail buyers and a $90 billion buyback arsenal, research firm says
Amateur investors have poured nearly $1.1 billion into Apple shares since the end of November, says…