Surging demand for high-bandwidth memory (HBM) chips – used in data centres for artificial intelligence (AI) projects – is heating up the global semiconductor industry, but mainland China’s supply chain is not ready to reap the benefits of this booming market segment, according to a Bank of America (BofA) analyst. “Memory chips are experiencing a […]
Tag: Analyst
Wall Street’s top analyst calls
Planet Fitness upgraded, Comcast downgraded: Wall Street’s top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: TD Cowen upgraded Planet Fitness (PLNT) to Buy from Hold […]
Analyst Says NVIDIA Corp (NASDAQ:NVDA) is the “Only Game In Town” for AI GPUs
We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since NVIDIA Corp (NASDAQ:NVDA) ranks 4th on the list, it deserves a deeper look. Wedbush Securities analyst Dan Ives has said in a fresh note that major tech giants are […]
Is Apple Stock Going to $240? 1 Wall Street Analyst Thinks So.
Apple (NASDAQ: AAPL) stock has finally joined the artificial intelligence (AI) race. Announcing a tie-up with OpenAI earlier this month, the iEverything giant said it will integrate ChatGPT artificial intelligence into future high-end models of its iPhones, iPads, and Mac computers. The stock is up roughly 9% already in response to the news, and according […]
1 Brilliant Vanguard Index Fund to Buy Before It Soars 49%, According to a Wall Street Analyst
The Russell 2000 is a barometer for small-cap stocks. It is a subset of the broader Russell 3000, which represents the entire U.S. stock market. Specifically, the Russell 2000 measures the performance of the 2,000 smallest stocks in the Russell 3000, which collectively account for 7% of U.S. equities by market capitalization. Tom Lee, managing […]
Nvidia’s longevity reliant on enterprise demand: Analyst
Nvidia’s (NVDA) stock is under pressure Friday as a recent sell-off erases $118 billion of its market cap. This downturn follows the company’s brief stint as the most valuable company in US markets. Microsoft (MSFT) is once again the most valuable company heading into Friday’s trading session. Moor Insights & Strategy Founder, CEO, and Chief […]
Wall Street’s top analyst calls
Nike upgraded, Palantir downgraded: Wall Street’s top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top Upgrades: Oppenheimer upgraded Nike (NKE) to Outperform from Perform with a price target […]
Analyst Downgrades Advanced Micro Devices, Inc. (AMD) — Says AI Expectations are ‘Too High’
We recently published a list of the Forget Magnificent 7: Analysts are Talking About ‘Big 10’ AI Stocks in 2024. Since Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 6th on the list, it deserves a deeper look. When the AI revolution started with the launch of ChatGPT, investors started pouring money into a handful of companies that are […]
Nvidia is not a ‘good bet’ long term: Analyst
Nvidia (NVDA) dropped slightly on Thursday afternoon. CapWealth founder and chief investment officer Tim Pagliara joins Market Domination Overtime to give insight into Nvidia’s recent performance and key concerns for the tech giant and its customers. Pagliara explains that a “better bet” than Nvidia is to invest in the companies that provide the supporting infrastructure […]
Nvidia’s CFO has been ‘instrumental’ in success and ‘key to Jensen’s vision,’ top analyst says
Good morning. Nvidia on Tuesday surpassed Microsoft to become the most valuable company in the world, reaching a market capitalization of $3.34 trillion to edge out Microsoft’s $3.32 trillion. In the first week of June, CEO Jensen Huang saw his firm hit a $3 trillion market cap for the first time, surpassing Apple. The Santa […]
Is Nvidia Stock Going to $200 in the Wake of Its 10-for-1 Stock Split? 1 Wall Street Analyst Thinks So
It’s impossible to ignore the effect artificial intelligence (AI) has had on the technology landscape over the past year or so, and Nvidia (NASDAQ: NVDA) has been the standard bearer. The company’s chips are at the heart of the AI revolution, providing the computational horsepower that makes it all possible. This, in turn, has sent […]
A Notable Wall Street Analyst Just Upgraded This Dividend King With A 3.5%+ Yield
A Notable Wall Street Analyst Just Upgraded This Dividend King With A 3.5%+ Yield Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend stocks are making a comeback as investors understand the possibility of a higher-for-longer interest rate scenario and look for safe stocks that can […]