Seeking Alpha published a rating upgrade on Micron, arguing that extreme AI pessimism has overshadowed structu…
Broadcom projects its ASIC revenue will double next year to $115 billion, then double again to $230 billion in…
The Motley Fool weighed Nvidia against Broadcom for AI investors, giving Broadcom a slight edge and citing Bro…
CNBC published a piece looking at AI agents like Muse that can shop for consumers, and what that means for ret…
Seeking Alpha published a piece calling Vertiv a major AI infrastructure winner, while warning that its valuat…
Seeking Alpha published an analysis arguing that AI was supposed to break Progressive's competitive moat, but…
Microsoft is the cheapest of the four big tech stocks on price-to-operating-earnings, with about $175 billion…
A Motley Fool analysis argues Palantir's price-to-sales ratio of 81 prices in endless growth, while Wall Stree…
AMD closed at $608.10 on October 9, down 6.36% from its October 6 record close of $649.42, after a Financial T…
A Motley Fool contributor named Nvidia his top AI stock for 2027, arguing its price could double if it returns…
The Motley Fool argued SpaceX is the better long-term AI stock than Micron, noting SpaceX's $1.25 billion-per-…
Data from Ornn, Silicon Data, and Bloomberg as of August 2026 shows token prices falling while H100 GPU rental…
With Big Tech planning about US$700b of AI spending this year, this quality-focused screener piece names three…
Cerebras, which priced its IPO at $185 a share in May, expects $880 million to $890 million of core revenue fo…
In an Arm vs. Marvell Technology comparison, the analyst picked Marvell, pointing to its 65.2x forward P/E ver…
Pfizer says broader roll out of AI and advanced analytics across R&D, manufacturing and commercial operations…
The Motley Fool named six stocks — Bloom Energy, Plug Power, Eaton, Vertiv, GE Vernova, and NextEra Energy — a…
Wells Fargo raised its Palo Alto Networks price target to a Street-high $475 from $420 on Aug
Bank of America says an AI infrastructure stock will rise on the agentic AI boom
SNDK stock rebounded after falling 35% this week, with an analyst saying Sandisk's AI-fueled growth is "tremen…
Lam Research slipped about 0.2% to $319.94 at 12.09pm EST on October 9, ahead of its September-quarter confere…
Wells Fargo put a four-digit price target on Meta, arguing AI can lift the stock to $1,000 in 2027
Bank of America projected the data center CPU market will grow from around $61.4 billion this year to $210.6 b…
Taiwan Semiconductor (TSM -1.02%) has gained 689% since OpenAI launched ChatGPT in 2022, and CEO C.C
Jim Cramer sent a reality check to AI stock investors after a tumble
AMD said on Sept. 28 it agreed to buy World Labs, which makes AI models of 3D spaces and robot-training tools…
Wedbush analysts Dan Ives and Antoine Legault wrote that the DeepSeek moment is a positive catalyst for US AI…
Western Digital's fiscal 2026 revenue rose 35.7% to $12.92B, as management says roughly 80% of hyperscale data…
Yorkville analyst Dan Ives reiterated an Outperform rating and $500 price target on Tesla, saying FSD, robotax…
Texas Instruments posted a strong quarter on higher pricing and AI-related chip demand and is advancing a mult…
The Motley Fool's analyst chose Qualcomm over ASML for 2026, pointing to Qualcomm's forward P/E of 17.5x versu…
Barron's reports that Micron Stock Is Range-Bound in Choppy AI Trade
The Motley Fool ran bull, base, and bear cases for five AI software names, including Palantir at roughly 75 ti…
Wells Fargo named five AI stocks it says could double, per Blockspace Media
Nomura Securities strategists expect the AI and semiconductor stock rally to pause through the end of October…
Investing.com published an article asking an AI to project how much a ¥1 million purchase of Kioxia shares wou…
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60,000+ monthly readersDespite some chop, the S&P 500 and Nasdaq are near highs, and ASML and Nvidia chipmaker Taiwan Semi are set to…
Firmus Grid Ltd., backed by Nvidia and holding computing deals with Meta and OpenAI, failed to win over invest…
OpenAI told investors it actually had $18 billion less revenue than the $68 billion it said last month, cuttin…
Nvidia is the better pick over AMD, per a Motley Fool analysis
The author predicted a $5,000 investment split between Nvidia and Broadcom will triple by 2028, citing Broadco…
Broadcom reportedly held talks to raise around $30 billion in debt to help OpenAI buy chips they are developin…
AI stocks faced a reality check as revenue concerns around OpenAI rattled chipmakers
Lumentum Holdings CEO Michael Hurlston said optical components are "completely sold out" through early 2029, a…
The guide shows code that pulls AAPL prices with yfinance, averages tweet sentiment via TextBlob, then fits a…
The Financial Times reported OpenAI told prospective investors its annualized revenue is approaching $50 billi…
Applied Materials posted record quarterly revenue of $9.1 billion in its fiscal third quarter ended July 26, n…
In the second quarter, David Tepper's Appaloosa Management closed a $179 million Sandisk position and opened o…
OpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September, lower than the…
Goldman Sachs says Palantir has a secret weapon in the AI boom, setting it apart from other AI companies
GE Vernova Makes and sells power equipment and electrical gear that data centers rely on
Micron reported fiscal Q4 revenue of $54.23 billion, up from $11.32 billion a year earlier, and guided fiscal…
Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink…
S&P Global announced an expanded ChatIQ conversational AI experience in Capital IQ Pro, unifying analysis, scr…
A former securities professional released a video picking nine AI semiconductor stocks just before earnings se…
Panmure Liberum analyst Joachim Klement told MarketWatch the market is in a "capex pickle," and he anticipates…
Starting this month, Alphabet pays SpaceX $920 million per month for compute at a Colossus data center — a con…
Meta and Amazon both reported Q2 2026 results where record capex consumed nearly all cash their core businesse…
Samsung Electronics posted a nearly ninefold rise in quarterly operating profit and TSMC's sales jumped 51%, b…
Nvidia invested $2 billion in Synopsys and the two expanded their partnership across agentic AI, simulation, a…
Neil Patel named Alphabet one of the best AI stocks to consider buying in October with $1,000, citing a forwar…
TSMC's third-quarter revenue reached about NT$1.49 trillion ($46.7 billion), up 50% year on year and above the…
HPE, ANET, and NTAP stocks surged to 52-week highs as investors looked beyond major cloud providers toward har…
Analysts upgraded KLA to a Zacks Rank #2 and raised consensus earnings estimates by roughly 9%, highlighting i…
Wells Fargo kept Overweight ratings on Applied Digital, TeraWulf, Hut 8, Cipher and Core Scientific, naming th…
Micron is up 460% and Sandisk 1,190% in the past year as a severe memory chip shortage pushed NAND and DRAM pr…
In its Q3 2026 investor letter, ClearBridge Large Cap Growth Strategy named Arista Networks a leading contribu…
The Artisan Developing World Fund's Q3 2026 investor letter said CrowdStrike Holdings, Inc
Danaher announced plans for AI-powered autonomous labs, and its stock rose 2%
Disco said its July–September 2026 preliminary individual shipment value rose 60.0% year on year to 123.9 bill…
According to Bloomberg, Anthropic is aiming to go public the week of Nov
Dan Niles said on CNBC that Meta could build a public cloud as its next big business, noting Google, Microsoft…
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