High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...
The company divulged a sizable insider stock buy.
It announced $2.5 billion in new financing, ahead of a planned spinoff.
The neocloud provider got a huge vote of confidence from the AI chipmaker in the first quarter.
The electric-vehicle maker raised premium-trim Model Y prices after about two years of cuts -- but pricing power alone may not be enough to justify the stock.
It began the trading week with an analyst's recommendation upgrade.
The Wall Street Journal is reporting that SpaceX could go public in a matter of weeks.
There's a lot of pressure that comes with potentially being the largest IPO in history.
Atif Malik ranks third among more than 12,000 analysts tracked by TipRanks. He has an 80% success rate and an average return of 46.7% per rating over a one-year timeframe. When he publishes a note built on a new market model, Wall Street pays attention. On May 18, he published one on Intel. And the ...
With the markets moving higher again, leverage has become all the rage on Wall Street. But dig into the numbers and you might find it's not such a good idea.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Evercore ISI reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel. The firm noted that the positive rating comes after the Q1 2026 server CPU market share […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. The firm noted that competitive […]
AMD's server CPU revenue could take off substantially over the next five years.
ServiceNow will be an AI winner, one Wall Street analyst says.
The Clarity Act could pass this year, potentially becoming a huge catalyst for the crypto markets.
SoundHound has some exciting growth opportunities, but lackluster financial results have made investors think twice about the stock.
Even when one sector seems to be an obvious, can't-lose must-have, diversifying your portfolio is a smart-money move.
Is it time to "sell in May and go away"?
Nokia is quietly reinventing itself as an enabler of artificial intelligence infrastructure.
These stocks are facing adversity, but with high yields and cheap valuations, investors may be compelled to take a chance on them.
The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.
Rising jet fuel prices are creating uncertainty in the airline industry, but this airline is better positioned than most to address them.
Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.
AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.
Figma stock is still down big on the year.
There may be bad news for Micron today, but if so, it lies far in the future.
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