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AI chips and the Data Center value chain are setting up for a blowout 2H. There are three main drivers: 1️⃣ Inference demand is about to explode.2️⃣ Blackwell systems are reaching full production (GB...
Nvidia's (NASDAQ:NVDA) stock has surged to record highs following news that the Trump administration will grant licenses to resume H20 chip sales to China, potentially recovering up to $15 billion in...
As the tech sector continues to demonstrate resilience amid market uncertainty, three specialized technology companies stand out as compelling investment opportunities heading into earnings...
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel (NASDAQ:INTC) stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has risen by...
Nasdaq 100 gained 2.83% in three days as tech stocks led the rebound. Nvidia and AMD rallied on easing war risk and Fed rate-cut hopes. Now, six Nasdaq stocks show 24–48% upside with strong...
AMD (NASDAQ:AMD) shares surged 5.08% to $122.09 following Cantor Fitzgerald’s analyst C.J. Muse raising the price target to $140 from $120 while maintaining an Overweight rating. The upgrade comes...
Amid mutual accusations between China and the U.S. of violating the Trump-era trade deal, both the Dow Jones Industrial Average (DJI) and S&P 500 (SPX) remain largely stagnant. Although it is yet...
The Trump administration has announced plans to rescind a Biden-era rule that prohibited or capped the sale of advanced semiconductors outside of the US in an effort to keep the technology out of...
US indices still constructive, but bulls hit pause amid profit-taking. Key US economic data include retail sales and jobless claims. Chipmaker optimism could keep techs supported, as oil and gold...
Advanced Micro Device (NASDAQ:AMD) has taken a significant step to enhance shareholder value by announcing a new $6 billion share repurchase program. Revealed on May 14, 2025, this initiative expands...
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