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Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow
Simply Wall St.131d agoneutral
Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow

Intel (NasdaqGS:INTC) and Apple have reached a preliminary agreement for U.S.-based chip production. The arrangement is supported by major U.S. government backing and industrial policy initiatives. The deal focuses on reducing reliance on overseas semiconductor manufacturing, particularly in Taiwan. The agreement marks a potential shift in Intel's role as a foundry supplier to large third party customers. For Intel, a leading U.S. chip designer and manufacturer, this preliminary deal with...

Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story
24/7 Wall St.131d agoneutral
Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy rating on Intel (NASDAQ:INTC), citing an entirely new total addressable market framework built around agentic CPU workloads. For long-term investors, the call reframes ... Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?
24/7 Wall St.131d agoneutral
AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

Buy, Hold or Sell Intel at Over $100?
24/7 Wall St.131d agoneutral
Buy, Hold or Sell Intel at Over $100?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

Is Nvidia's earnings just a small aspect of how its stock trades?
Yahoo Finance Video131d agoneutralVIDEO
Is Nvidia's earnings just a small aspect of how its stock trades?

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
24/7 Wall St.131d agobearish
Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.