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Finance giant sets aggressive Micron stock target after earnings

Finance giant sets aggressive Micron stock target after earnings

BMO Capital started coverage on Micron with a standout conviction call, and the number is turning heads.
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U.S. Chip Stocks Rally, Influencing Asian Markets Ahead of Nvidia Earnings

U.S. Chip Stocks Rally, Influencing Asian Markets Ahead of Nvidia Earnings

U.S. Chip Stocks Rally, Influencing Asian Markets Ahead of Nvidia Earnings
TheStreet TheStreet
Nvidia faces a $280 billion test Wall Street sees differently

Nvidia faces a $280 billion test Wall Street sees differently

Investors will be watching Nvidia's Vera Rubin platform as the company squares off against competitors.
Reuters Reuters
Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Aug 26 (Reuters) - Nvidia's quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on Wednesday, signaling that demand for its AI chips continued unabated.
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Intel's CPU Market Share Reaches 31-Year Low Amidst AI-Driven Growth for AMD

Intel's CPU Market Share Reaches 31-Year Low Amidst AI-Driven Growth for AMD

Intel's CPU Market Share Reaches 31-Year Low Amidst AI-Driven Growth for AMD
TheStreet TheStreet
Top analyst resets AMD stock price target for rest of 2026

Top analyst resets AMD stock price target for rest of 2026

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company's GPU business.
TheStreet TheStreet
Nancy Pelosi makes intriguing first-ever bet on AI power stock

Nancy Pelosi makes intriguing first-ever bet on AI power stock

Pelosi reported new positions as demand for AI infrastructure drives a growing need for power.
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Nvidia Stock Faces Post-Earnings Decline Despite Strong Performance Expectations

Nvidia Stock Faces Post-Earnings Decline Despite Strong Performance Expectations

Nvidia Stock Faces Post-Earnings Decline Despite Strong Performance Expectations
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HSBC Analyst Doubles Intel Price Target to $200, Citing Foundry Services and AI Ambitions

HSBC Analyst Doubles Intel Price Target to $200, Citing Foundry Services and AI Ambitions

HSBC Analyst Doubles Intel Price Target to $200, Citing Foundry Services and AI Ambitions
Reuters Reuters
Wall St futures subdued as Nvidia results, inflation take center stage

Wall St futures subdued as Nvidia results, inflation take center stage

By Purvi Agarwal Aug 26 (Reuters) - U.S. stock index futures were little changed on Wednesday as investors stayed on the sidelines ahead of AI bellwether Nvidia's earnings and a closely watched inflation report that could influence interest-rate expectations.
TheStreet TheStreet
Louis Navellier sends urgent data center message as moratorium worry mounts

Louis Navellier sends urgent data center message as moratorium worry mounts

Veteran fund manager Louis Navellier weighed in on data center stocks after New York instituted a moratorium.
TheStreet TheStreet
JPMorgan sends stark warning on AI stocks, cites dotcom worries

JPMorgan sends stark warning on AI stocks, cites dotcom worries

A JPMorgan strategist sees a split in the AI trade that looks a lot like the market right before the dot-com crash.