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2024-01-31 09:00:00 ET Summary Mr. Market continues to award MU with premium FWD valuations due to the refreshed PC replacement cycle and potential tailwinds from generative AI. The memory industry has also bottomed, as reported by multiple South Korean producers, with stable inve...
2024-01-31 05:29:00 ET Artificial intelligence (AI) is already touching almost every U.S. industry, but the technology is still in its early stages. Its contribution to the economy could ramp up significantly over the next decade, adding somewhere between $7 trillion and $200 trillion in ou...
2024-01-29 05:27:00 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips The chip sector is in the midst of a strong comeback which began after the sector bottomed in October 2022. Since that date, the Philadelphia Semiconductor Index has nearly doubled. Of ...
2024-01-27 11:29:48 ET More on Intel Intel: Avoid The Laggard Intel: Time To Load Up The Truck (Rating Upgrade) Intel: Irrational AI Hype Rally Semiconductors sink as Intel's dour guidance hits sector Biggest stock movers today: Spirit Airlines, Medic...
2024-01-27 00:26:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-01-26 12:15:47 ET More on Intel Intel: Time To Load Up The Truck (Rating Upgrade) Intel: Irrational AI Hype Rally Intel Corporation (INTC) Q4 2023 Earnings Call Transcript Biggest stock movers today: Spirit Airlines, Medical Properties Trust, Intel, Visa...
2024-01-26 11:50:54 ET More on Microsoft Microsoft Q4 Preview: Winning From AI-Led Product Supremacy Microsoft: Azure Taking Share With AI Push Microsoft Rises Like A Phoenix From The Ashes Citi reiterates buy on Microsoft after recent NYC AI tour Alp...
2024-01-24 12:02:13 ET More on AMD AMD Q4 Earnings Preview: 2.5/3D Chips Are Big For AI AMD: Time To Tune Out The AI Hype Media Frenzy (Rating Downgrade) AMD's $225 Milestone Ahead Intel, AMD appear poised to benefit from higher PC demand: Wedbush AMD...
2024-01-24 08:56:00 ET Artificial intelligence (AI) hype has supercharged Nvidia stock in the past year; the company's chips have witnessed massive demand thanks to their ability to train large and complex AI models. The robust demand for Nvidia's chips explains why the company's re...
2024-01-24 06:15:00 ET Over the past three years, the semiconductor arena cooled as the 5G upgrade cycle ended, shipments of new PCs declined in a post-pandemic market, and economic headwinds throttled the growth of the enterprise and industrial sectors. Rising interest rates also compresse...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...