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Bank of America sees Nvidia’s next $20 billion business
TheStreet76d agoneutral
Bank of America sees Nvidia’s next $20 billion business

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

Michael Burry's biggest moneymaker isn't a stock
TheStreet76d agoneutral
Michael Burry's biggest moneymaker isn't a stock

There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...

Micron stock jumps as investors look beyond GPUs in AI chip trade
TheStreet77d agobullish
Micron stock jumps as investors look beyond GPUs in AI chip trade

The artificial intelligence chip trade is not stopping at GPUs. Micron Technology (MU) shares rose on July 14 after KeyBanc raised its price target on the memory-chip maker, citing tighter supply and higher prices for DRAM, NAND and high-bandwidth memory, or HBM. Micron stock was recently trading ...

Why FormFactor (FORM) Stock Is Trading Up Today
StockStory77d agoneutral
Why FormFactor (FORM) Stock Is Trading Up Today

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 4.7% in the afternoon session after Cantor Fitzgerald reiterated its "Overweight" stock rating and $175.00 price target, citing a robust demand outlook, while the company also benefited from a broader rally in semiconductor stocks.

Nvidia (NVDA) Stock Trades Up, Here Is Why
StockStory77d agoneutral
Nvidia (NVDA) Stock Trades Up, Here Is Why

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 4% in the afternoon session after Morgan Stanley reiterated its "overweight" rating on the stock, and a U.S. official confirmed the company has begun shipping its powerful H200 AI chips to China.