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2024-06-26 12:57:22 ET Summary Broadcom Inc. has benefitted from a steady AI-driven rally, underpinned by consistently tangible fundamental outperformance. In addition to accelerating VMware revenue contributions and ensuing synergies, the company also benefits from a strong compe...
2024-06-26 10:45:00 ET Summary Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. The Ariel Internation...
2024-06-26 08:12:18 ET Summary Intel is adapting to market changes by separating Intel Products and Intel Foundry, positioning both businesses to compete better in their segments. Intel's transparency on the economics of their business can result in both firms pursuing efficiency ...
2024-06-26 07:17:00 ET Summary Nasdaq and S&P end 3-day losing streak as Nvidia rebounds. South Korea to provide aid to chip manufacturers. Micron Q3 Preview: Expected to beat Wall Street estimates with increased AI exposure and higher DRAM pricing. Listen below ...
2024-06-26 05:11:52 ET More on tech stocks Behind Microsoft's AI-Driven Growth Surge Microsoft: After Generative AI, The Path To More Upside Microsoft Downgrade: Here's The Reality Check On Azure Vs. Amazon's AWS Nvidia, Microsoft emerge as leaders in enterpr...
2024-06-25 15:55:55 ET Initial AI use cases were relatively small in scope, as the average expected, AI dollar spend in 2024 was $1.57M, compared to $1.65M in 2023, with the figure nearly doubling to $2.95M in 2025. ... Read the full article on Seeking Alpha For furth...
2024-06-25 11:05:30 ET More on Markets UBS: ‘An economic slowdown is underway’ Oppenheimer spotlights top buy/sell ideas for mid and small cap names Stagflation Risks Fade, But Recession Odds Rise S&P 500 Investors Looking For Direction ...
2024-06-25 11:00:29 ET Summary NVIDIA Corporation's stock price continues to rise, reaching a market cap of $3.1 trillion by June 21, 2024. A cautionary tale from Intel's stagnant stock price post-2000 despite market dominance in microprocessors. Intel's revenue and profitabil...
2024-06-25 10:29:34 ET More on S&P 500 Index: Odds For A Soft Landing Improve S&P 6300? Is That Outside The Realm Of Possibility? Nervous Calm Hangs Over The Markets Nasdaq, S&P, Dow are mixed after selloff in tech stocks Is the Nvidia-led...
2024-06-25 09:47:34 ET Summary As Nvidia, AMD, and soon Intel start to roll out their next generation of AI accelerators, the focus is now shifting towards power consumption per chip. Morgan Stanley is estimating global data center power use will triple this year, from ~15 TWh in ...
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2024-07-22 04:30:00 ET Intel (NASDAQ: INTC) has been the rare semiconductor stock that has faltered this year. In fact, as of Friday, Intel was down 34% for 2024, even as the one of the largest semiconductor sector exchange-traded funds (ETFs) was up 42%. And the trend over the ...
2024-07-21 04:30:00 ET The prospect of tighter U.S. restrictions on exports to China and recent comments from presidential candidate Donald Trump knocked some of the wind out of chip stocks. Semiconductor stocks slid as the Biden administration floated the prospect of tougher trade restrict...
2024-07-18 18:26:34 ET Intel (NASDAQ: INTC) stock gained ground in Thursday's trading despite big sell-offs hitting the broader tech sector. The semiconductor company's share price closed out the daily session up 1.2%, according to data from S&P Global Market Intelligence . ...