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Why cyclical stocks are poised for a comeback
Yahoo Finance Video59d agoneutralVIDEO
Why cyclical stocks are poised for a comeback

Longview Economics global economist and chief market strategist Chris Watling joins Market Domination to discuss what he calls a "beautiful consolidation," what he's observed in the markets over the summer, and why he believes cyclical stocks are poised for a comeback.

Intel’s 14A chips aren’t built yet: Synopsys is already there
TheStreet59d agoneutral
Intel’s 14A chips aren’t built yet: Synopsys is already there

Anyone who has shipped software before it was fully tested knows the math. A bug caught in code review costs an afternoon. The same bug caught after launch costs a weekend, an apology, and sometimes a customer. Chip design runs on a version of that math, except the much-higher stakes involve ...

Intel (INTC) Stock Sees Fair Value Lift After Q2 Beat And AI Demand Strength
Simply Wall St.59d agobullish
Intel (INTC) Stock Sees Fair Value Lift After Q2 Beat And AI Demand Strength

Intel is back in focus after analysts lifted their fair value estimate from US$88.61 to US$115.65, a sharp reset that puts recent price target moves under a brighter spotlight. Many firms now cluster in the US$120 to US$200 range, reflecting optimism around Q2 results, AI driven server CPU demand and improving foundry traction, even as valuation and execution questions keep plenty of Neutral and Hold ratings in play. In the sections that follow, you will see how this evolving narrative might...

How Much Upside Can NVDA Stock's Growth Deliver?
Trefis59d agoneutral
How Much Upside Can NVDA Stock's Growth Deliver?

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

What’s Behind the Selloff in Chip Stocks?
The Wall Street Journal59d agobearish
What’s Behind the Selloff in Chip Stocks?

Asian chip stocks sold off today, pushing South Korea’s Kospi index 10% lower and Japan’s Nikkei 4% in the red. That followed a tough session for U.S. chipmakers that looks set to extend to today, with Intel, Micron and others sliding premarket.