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Wells Fargo upgrades US AI infrastructure view after chip selloff

Wells Fargo upgrades US AI infrastructure view after chip selloff

Nov 10 (Reuters) - Wells Fargo upgraded its view on US AI infrastructure companies to "neutral" from "negative", saying a sharp selloff in semiconductor stocks has improved the sector's risk-reward profile even as concerns persist about a slowdown in AI spending.
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VanEck Social Sentiment ETF (BUZZ) Tracks Investor Optimism Using AI, Focuses on Tech Sector

VanEck Social Sentiment ETF (BUZZ) Tracks Investor Optimism Using AI, Focuses on Tech Sector

VanEck Social Sentiment ETF (BUZZ) Tracks Investor Optimism Using AI, Focuses on Tech Sector
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AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform

AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform

AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform
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ServiceNow Reports Mixed Financials Amidst Strong AI Demand, Stock Falls

ServiceNow Reports Mixed Financials Amidst Strong AI Demand, Stock Falls

ServiceNow Reports Mixed Financials Amidst Strong AI Demand, Stock Falls
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AMD Stock Experiences Significant Fluctuation Amid Market Concerns and Rebound

AMD Stock Experiences Significant Fluctuation Amid Market Concerns and Rebound

AMD Stock Experiences Significant Fluctuation Amid Market Concerns and Rebound
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Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth
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Anthropic's $1.4 trillion IPO bid sets up high-stakes test for AI market

Anthropic's $1.4 trillion IPO bid sets up high-stakes test for AI market

Nov 10 (Reuters) - Anthropic's blockbuster IPO is set to give the company a valuation of up to $1.4 trillion, marking a defining test of investor confidence in the AI boom it helped ignite.
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Anthropic targets $1 trillion IPO valuation in key test for AI market

Anthropic targets $1 trillion IPO valuation in key test for AI market

Nov 10 (Reuters) - Anthropic's IPO plans to raise as much as $64.4 billion, a regulatory filing showed on Tuesday, testing Wall Street's faith in the AI boom amid growing worries about its risks.
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NXP Semiconductors Reports Strong Q3 2026 Results, Driven by Automotive and Industrial Growth

NXP Semiconductors Reports Strong Q3 2026 Results, Driven by Automotive and Industrial Growth

NXP Semiconductors Reports Strong Q3 2026 Results, Driven by Automotive and Industrial Growth
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Micron Technology Predicted to Be Top-Performing AI Stock of 2027 Amid Supply Crunch

Micron Technology Predicted to Be Top-Performing AI Stock of 2027 Amid Supply Crunch

Micron Technology Predicted to Be Top-Performing AI Stock of 2027 Amid Supply Crunch
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JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration

JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration

JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration
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Baird downgrades Nvidia on China curbs, AI demand worries

Baird downgrades Nvidia on China curbs, AI demand worries

Nov 11 - Baird downgraded Nvidia and cut its price target by 60% on Wednesday, citing growing risks from US restrictions on chip sales to China and a potential slowdown in AI spending that could weigh on demand for its prized chips.