Latest in Nvidia’s stock has room to run, but analysts see more upside for six other chip makers
Sort by
5,066 items
-
Rallying bank stocks have further room to run, analyst says
Hovde’s Feddie Strickland sees additional gains despite rally ‘if history serves as a guide.Business - MarketWatch - Yesterday -
Wall Street is entering its best 6 months of the year. Why the stock-market rally has more room to run.
The U.S. stock market is about to enter historically its best six months of the year, after defying the popular Wall Street adage to “sell in May and go away” with strong gains.Business - MarketWatch - October 30 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
The Stock Market’s Bullish Run Is Likely to Continue, Analysts Say
The bullishness on Wall Street is largely based on confidence that the Federal Reserve will tame inflation, the economy will remain solid and corporate earnings will continue to grow.Business - The New York Times - October 15 -
Nvidia’s stock is up 200% this year. Why analysts say it still screams ‘buy.’
One analyst made Nvidia’s stock his new top large-cap chip pick, while another likened Nvidia’s position to Apple’s in the early days of the iPhone.Business - MarketWatch - Yesterday -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Top 10 things to watch in the stock market Thursday, including news on Nvidia, 3 other Club stocks
The S&P 500 was trying to break a three-session losing streak.Business - CNBC - October 24 -
How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks
Cambria Investment’s Faber tells MarketWatch how he makes shareholders money by owning high-quality, dividend-paying stocks that most investors overlook.Business - MarketWatch - October 19 -
How to increase or cut your exposure to Nvidia and other hot Big Tech stocks
Also: Tesla’s killer quarter, stock-market warnings and more positive predictions, and some World Series numbers.Business - MarketWatch - October 26 -
A stock-market upside breakout is just around the corner. Be patient.
Market indicators are calling for near-term caution but intermediate-term bullishness.Business - MarketWatch - October 14 -
Cramer says 'so many things are working' in the market. Here are a few bright spots
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 4 days ago -
Amex sees strong discretionary spending, but stock retreats after solid 2024 run
The company says new member benefits are resonating with younger generations.Business - MarketWatch - October 18 -
A House for One That Has Room for Many
When a woman made her weekend place on Long Island her full-time residence, she had it redesigned to fit her new life, and to allow for lots of friends to visit.Lifestyle - The New York Times - October 15 -
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.Business - The Wall Street Journal - October 17 -
NBA Injury Report: With Kawhi Leonard out, Derrick Jones and others could see more opportunity
Find how the Lakers will likely handle Jarred Vanderbilt and Christian Wood's absenceSports - CBS Sports - October 23 -
Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - 19 hours ago -
We're buying more of a stock that has gone on sale since reporting earnings
The purchase will increase the stock's weighting in our portfolio to 2.75% from 2.58%.Business - CNBC - October 14 -
Top Wall Street analysts are upbeat on these dividend stocks
TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Cisco and Diamondback EnergyBusiness - CNBC - October 27 -
Nvidia Will Replace Intel in the Dow Jones Stock Index
The change, starting next Friday, lifts a dominant player in artificial intelligence over its chip-making rival, which has struggled to keep up.Tech - The New York Times - November 1 -
Saints' Derek Carr has now lost to more teams than any other QB in NFL history
Sunday's Saints loss to the Panthers was the first of Carr's career to Carolina. He's now a loss to the Raiders away from losing to every NFL team.Sports - Yahoo Sports - November 3 -
Is this the world's 'coolest hotel room' for baseball fans? Go inside to see the view
Travelers who stay at the hotel inside the Es Con Field Hokkaido stadium can watch baseball games from their rooms or while soaking in natural hot springs.Business - CNBC - November 4 -
Chrysler and Jeep maker sees North American deliveries dive 36%
Europe’s largest car manufacturer Stellantis reported a 20% drop in shipments and a 15% drop in sales in the third quarter of 2024Business - MarketWatch - October 16 -
Boeing’s stock saw major upside after past strikes, but this time won’t be easy
“There was substantial upside if one bought Boeing stock” during prior strikes in 1989, 1995 and 2005, an analyst says, though a 2008 strike that coincided with the Great Recession was an outlier.Business - MarketWatch - October 21 -
Amazon’s satellite constellation doesn’t offer its stock much upside, says BofA
The company’s ambitious Project Kuiper broadband satellite system has been attracting a lot of attention recently.Business - MarketWatch - October 21 -
Tesla is likely to thrive in a Trump administration. These are the ways these analysts see it happening.
Analysts at Deutsche Bank set out to explain how exactly they see Tesla benefiting from a Trump administration, given the close association of Chief Executive Elon Musk and Trump, Vice ...Business - MarketWatch - 6 hours ago -
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.Business - Inc. - October 15 -
House panel questions chip manufacturing equipment makers over any ties to China
The top lawmakers on the House China select committee pressed various semiconductor equipment makers on their business sales with China amid growing concerns about the nation’s competitive ...Politics - The Hill - 4 days ago -
Samsung Sees Progress in Memory Chips for AI After Delays
The South Korean tech giant reported better-than-expected net profit but earnings in its core semiconductor business shrank sharply.Tech - The Wall Street Journal - October 31 -
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go publicBusiness - MarketWatch - October 18 -
-
Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips
Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence marketBusiness - Financial Times - November 4 -
SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip
SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.Business - CNBC - November 4 -
Nvidia is the world's most valuable company (again). What's next for the AI chip king?
Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.Business - CNBC - Yesterday -
Activist Engine Capital nominates six directors at software maker Dye & Durham, sources say
Activist investor Engine Capital intends to nominate a slate of six director candidates to Canadian software maker Dye & Durham's board.Business - CNBC - November 4 -
ASML’s stock tumbles after microchip equipment maker warns of slower recovery
ASML Holding, the Dutch microchip-equipment maker, saw its stock slide after saying the market recovery for semiconductors will take longer than expected.Business - MarketWatch - October 15 -
Lucid’s stock takes a dive after EV maker warns of larger losses
Lucid’s stock took a deep dive in early Thursday trading, after the EV maker called for larger-than-expected operational losses and quarterly revenue that would be slightly ahead of forecasts.Business - MarketWatch - October 17 -
Amazon ‘has never been stronger.’ So why isn’t its stock getting more love?
Amazon’s stock has trailed the S&P 500 over three months, owing in part to concerns about operating income and margin compression. Will Thursday’s earnings alleviate fears?Business - MarketWatch - October 30 -
Why Apple’s stock is a sweet play ahead of earnings, according to this analyst
An Evercore ISI analyst thinks Apple looks primed to capitalize on low investor expectations for the latest quarter.Business - MarketWatch - October 14
