Analyst Glimpses
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The New York Times - World
Israel’s Pager Attack Was a Tactical Success Without a Strategic Goal, Analysts Say
By targeting so many pagers at the same time, Israel demonstrated technical prowess and partly restored the aura of its intelligence agencies. But its long-term intent is unclear.9 hours ago - Israel -
MarketWatch - Business
Is Super Micro a value stock? This analyst thinks it could be.
Needham sees Super Micro shares as a “value play on AI,” with strong revenue growth helping to justify a premium multiple relative to peer stocks.10 hours ago -
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MarketWatch - Business
Super Micro is still the AI server leader — but buy this stock instead, analyst says
Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a “dominant share,” according to Mizuho Securities — but that doesn’t mean investors ...Yesterday -
MarketWatch - Business
Nvidia’s stock has room to run, but analysts see more upside for six other chip makers
Analysts predict Micron’s stock could nearly double from here, while Marvell and AMD are other favored plays.Yesterday -
MarketWatch - Business
Don’t let Intel’s stock pop fool you: ‘Things are likely to remain a struggle,’ analyst says
Despite some positive foundry developments, numerous analysts see challenges ahead for Intel as it tries to reclaim technological leadershipYesterday