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2024-07-17 07:45:31 ET More on semiconductors Nvidia Stock Is Still A Gift At $130 TSMC: Crushing Sales Targets Ahead Of Q2 Earnings ASML: The Stock Remains Expensive Amidst Multiple Uncertainties ASML slumps as fear of more US export curbs on China dampen so...
2024-07-17 05:51:30 ET Summary AMD stock has underperformed S&P 500 since my last 'Sell' recommendation. Now I upgrade to 'Buy' with a $195 fair value. Strong data center growth, weak gaming, and embedded segments. Acquisition of Silo AI is positive for growth strategy; es...
SANTA CLARA, Calif., July 16, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal second quarter 2024 financial results on Tuesday, July 30, 2024, after the close of market. Management will conduct a conference call to discuss these results at 5:00 p.m. EDT /...
2024-07-16 10:35:13 ET "We continue to believe that AI-leveraged names are still the most attractive to own heading into earnings," said Cantor Fitzgerald analysts, led by C.J. Muse, in a Tuesday note. "Additionally, we expect storage names to trade higher on continued discipline across bot...
2024-07-16 09:48:38 ET Summary Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split. Investors are underestimating Nvidia's sales potential in the data center segment, poised to exploit accelerati...
2024-07-16 08:55:00 ET Summary The dominant investment theme of this year has clearly been Artificial Intelligence. Our stock portfolio increased approximately 13% in the first half of 2024. While the S&P 500 P/E ratio of 24 may offer little appeal to a value investor, exc...
2024-07-16 04:45:00 ET The market for artificial intelligence (AI) accelerators, which provide the incredible computational horsepower necessary to train and run powerful AI models, is dominated by Nvidia . A combination of best-in-class hardware and a software platform that locks in de...
2024-07-15 10:48:57 ET More on Advanced Micro Devices, Intel, etc. AMD: May Beat Q2 Earnings, Looks Fairly Valued Now Intel Can Beat Nvidia (Or Nvidia Joins Them) AMD: Long-Term Implications Of The Silo AI Acquisition AMD, Broadcom, Marvell likely to see incr...
2024-07-15 10:37:43 ET More on AMD, Broadcom and more Marvell Technology: Analyzing Potential Upside Of AI, Recovery Of Other Businesses AMD: May Beat Q2 Earnings, Looks Fairly Valued Now AMD: Long-Term Implications Of The Silo AI Acquisition SA Asks: What ar...
2024-07-15 09:04:16 ET More on semiconductors Apple Is Getting Ahead Of Itself How Apple Is Capitalizing On Its Balance Sheet To Drive AI Growth Nvidia: I'm Late To The Party But I'm Buying Apple projected to post record upgrade cycle; firms up estimates, pri...
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2024-07-18 05:55:00 ET Currently, there are seven stocks with valuations topping at least $1 trillion. By the end of the year, there could be a couple more companies joining that list. And by the end of the decade, there will likely be even more. One company that possesses tremendous gr...
2024-07-18 04:55:00 ET Nvidia 's business has been scorching hot over the past year as the rapid growth in artificial intelligence (AI) resulted in escalated demand for the company's chips. Enthusiasm over that demand helped generate life-changing returns for investors totaling more t...
A look at the top 10 most actives in the United States NVIDIA Corporation (NVDA) fell 6.6% to $117.99 on volume of 383,510,118 shares Aptevo Therapeutics Inc. (APVO) rose 73.4% to $0.581 on volume of 315,289,581 shares PROSHARES TRUST (SQQQ) rose 8.7% to $8.11 on volume of 173,682,364 sha...