GuruFocus.com10d agoneutral
Nvidia could ride a $3.2 trillion semiconductor boomBank of America sees the semiconductor market entering a growth phase that extends well beyond today's AI spending cycle.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
135last 24h
853last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
Motley Fool10d agoneutral
Prediction: Nvidia's $108 Billion Q3 Guide Will Look Conservative by DecemberNvidia's third-quarter revenue guidance already looks aggressive, but its recent execution and changing revenue mix suggest there may still be room for upside.
Zacks10d agobullish
NVIDIA vs. Broadcom: Which AI Stock Should You Buy After Earnings?NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.
Motley Fool10d agoneutral
Why Axon Enterprise Stock Was Tumbling TodayA convertible note offering spooked investors.
Motley Fool10d agobullish
If the Fed Raises Interest Rates This Month, History Says This ETF Could Be a Fantastic BuyThe Vanguard Energy ETF may be a surprising choice in advance of a Fed rate hike, but it's got history on its side.
Motley Fool10d agoneutral
Chip Stocks Recovered Today and the Major Indexes Fell AnywayYesterday Wall Street feared an AI slowdown. Today it found something older to worry about.
Motley Fool10d agoneutral
Why Is Chipotle Stock Down Today?Chipotle shares fell 6.4% Tuesday as Brent crude pushed past $109 and the 10-year Treasury yield hit its highest level in nearly 20 years.
Motley Fool10d agobullish
3 Artificial Intelligence (AI) Stocks That Turned $10,000 Into More Than $100,000 in 5 Years (Hint: They've All Outperformed Nvidia)These stocks are all up more than 900% since September 2021.
Motley Fool10d agobullish
Is Nvidia Stock a Buy in September 2026?Nvidia stock is not for the faint-hearted.
Motley Fool10d agoneutral
Nvidia vs. Micron: Which Is the Better Artificial Intelligence (AI) Semiconductor Stock to Own for the Next 5 Years?These chipmakers operate in entirely different parts of the data center supply chain.
Motley Fool10d agoneutral
Can Michael Saylor's Bitcoin Growth Forecast Hold Up for Strategy Investors Over the Next 20 YearsShould investors treat Saylor's forecast for 30% annualized returns for Bitcoin over the next 20 years as a buying signal?
Schaeffer's Investment Research10d agobullish
Signal Says 'Buy the Dip' After Nvidia Stock PullbackHistory says you should buy NVDA stock right now
Motley Fool10d agoneutral
22 Prominent Investors Hold Netflix Stock, With 14 Increasing Their Stakes Recently -- Including Bill Ackman's Pershing Square. Should You Follow Their Example?Bill Ackman closed his Netflix position in 2022. A 50% drawdown and a collapsed multiple brought him back.
Barrons.com10d agoneutral
GE Vernova Is ‘Wired to Win,’ Analyst Says. What It Means for the Stock.GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. The stock been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.
Stocktwits10d agobullish
CSCO, NVDA Stock Inch Higher — Cisco And Nvidia Expand Partnership To Bring Agentic AI To Splunk CustomersCisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.
MT Newswires10d agoneutral
Palantir Sees Strong AI Demand, Wider Enterprise Use Cases, UBS SaysPalantir Technologies' (PLTR) software demand is running ahead of the company's ability to meet it,
Motley Fool10d agobullish
The Fastest-Growing AI Stock Looks Like a Brilliant Buy (It's Also a Nvidia Investment)Nebius is undergoing huge expansion, but it comes with a caveat.
24/7 Wall St.10d agoneutral
Prediction: AMD Could Be Closing the Gap in the AI Chip RaceOur AMD (NASDAQ:AMD) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers. The 24/7 Wall St. price target for AMD is $480.90 over the next 12 months, roughly […]
Insider Monkey10d agobullish
Dell Technologies (DELL) Rallies on Bullish RBC Outlook: Is the Stock a Buy?On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]
Moby10d agoneutral
Vera Bradley, Inc. Q2 2027 Earnings Call SummaryMoby summary of Vera Bradley, Inc.'s Q2 2027 earnings call
Motley Fool10d agoneutral
Aiming for $1 Million by Retirement? Here's How Much to Invest Each Month Based on AgePeople in their 30s may need to invest less than $500 per month to be on track to retire with $1 million.
24/7 Wall St.10d agoneutral
It’s All About the GPUs — 70% of Nvidia’s AI Supercomputer Cost Goes to Vera Rubin ChipsNumber That Reframes the Vera Rubin Trade Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it […]
Motley Fool10d agoneutral
This Top Bank Projects Silver Will Get Back to $90 Within 12 MonthsSilver has been sluggish in recent months, but it might not stay that way for much longer.
24/7 Wall St.10d agoneutral
Princeton Economist: “Main Street Millionaires” Hold 10X More Wealth Than The Entire Forbes 400 Billionaire ListOn Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country’s hidden business-owner class actually holds, he answered: “We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 […]
Motley Fool10d agobullish
Warren Buffett Bought Alphabet Stock About a Year Ago. 3 Reasons It’s Still a Buy TodayIt is an excellent "forever stock" candidate.