Surely everyone’s contrarian impulses were triggered by the sight of the guy…
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Semiconductors
279 posts
Super Micro’s stock is a clear ‘AI winner,’ but here’s why Goldman is cautious
Super Micro Computer Inc. is a proven “AI winner” according to Goldman…
Opinion: U.S.-China tensions over Taiwan threaten to derail Nvidia and other tech giants
The concentration of advanced semiconductor manufacturing in Taiwan has raised fears in…
Opinion: This ‘Roaring 2020s’ market will keep stocks up and bring inflation down
Since the start of the 2020s, we’ve been comparing the current decade…
Opinion: Nvidia’s next mission: Make even more financial history
Nvidia Corp. has just given the world the details of its historic…
Opinion: Most AI, software and semiconductor stocks are a crowded trade right now
“Don’t fall into the trap of thinking that every tech company which…
Dell’s big quarter, fueled by surge in AI-server demand, sends stock soaring 19%
Dell Technologies Inc. has seen the future of computing, and it increasingly…
AI momentum is underpriced in the options market, says Bank of America
Buying Nvidia call options remains a good way to profit from gains…
Opinion: Super Micro’s stock price may already fully reflect the AI boom — but still has legs
Shares of Super Micro Computer Inc., the once little-known server maker that…
Broadcom stock rises to a record after $4 billion deal to sell its EUC Division
Shares of Broadcom Inc. rallied into record territory Monday, after the semiconductor…
These 5 charts show tech stocks are losing momentum
Technology stocks are riding high following Nvidia Corp.’s latest blockbuster earnings report,…
Should stock-market investors stop worrying about the Fed and just keep loving AI?
It might seem at times that investors care more about Jensen Huang…
This chart shows what sets Nvidia apart from the rest of the Magnificent Seven
Nvidia’s spectacular growth is hard to quantify sometimes. But this chart, from…
After Nvidia’s latest blowout, here are 20 AI stocks expected to rise as much as 44%
With Nvidia Corp. reporting another set of amazing numbers, it’s time for…
Opinion: Nvidia’s growth and Intel’s chip-making plans depend on AI fulfilling its promise
“AI demand isn’t slowing; it isn’t stopping, and those who claim this…
More stocks are joining the market’s rally, even as Big Tech gets the attention
A rally in Big Tech stocks received most of the credit for…
Nvidia is now worth more than the GDP of every country except these 11
Nvidia Corp.’s NVDA, +0.36% meteoric rise makes it not only the third-largest…
U.S. stocks mostly rise as S&P 500 inches toward fresh record
U.S. stocks were mostly rising in afternoon trading Friday, with the S&P…
Nvidia’s stock surge could amount to $200 billion with ‘mammoth growth’ on tap
It’s a testament to Nvidia Corp.’s blockbuster run over the past year…
As Nvidia prepares to post results, these three Europe chip names are tipped for gains, JPMorgan says
As Nvidia prepares to publish its much-anticipated full-year results this Wednesday, analysts…
Goldman Sachs ups S&P 500 target to 5,200, with heavy lifting from Big Tech
Just days ahead of potentially pivotal results from Nvidia Corp., Goldman Sachs…