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Bank of America Just Upped Its Price Target on AMD Stock

Bank of America analyst says AMD stock’s year-to-date rally is not out of steam just yet. He explained why in a research note today.

Barchart · Sep 25

Intel vs. AMD: Why the Market Share Number Is Misleading

AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.

Barchart · Aug 29

How to Play the Post-Earnings Selloff in Marvell Technology Stock

Marvell shares sink despite a strong Q2 print and future guidance. BofA and options data suggest buying the dip in MRVL stock.

Barchart · Aug 28

Nvidia Stock’s Rubin Era Begins: A ‘Top Pick,’ BofA Says

Nvidia Corp‘s (NASDAQ:NVDA) AI story is entering a new phase, but investors appear increasingly focused on what could go wrong.

Benzinga · Aug 10

Semiconductors Just Posted Their Best Four-Day Rally Since March 2020. These Five Stocks Led the Charge

Just days after suffering their worst monthly decline in nearly 24 years, semiconductor stocks have staged one of the strongest rebounds in history.

Benzinga · Aug 4

Jensen Huang Wants Open-Source AI Models: BofA Says Chipmakers Get Paid Either Way

The hottest debate in artificial intelligence isn’t about which chatbot is smartest anymore.

Benzinga · Jul 30

Intel’s Earnings Could Quadruple in 4 Years, Analyst Says

Intel Corp (NASDAQ:INTC) stock gained by almost 2% during Monday’s premarket session as risk appetite firms up across equities. Nasdaq futures are up 1.28% while S&P 500 futures have gained 0.79%.

Benzinga · Jul 27

Intel Stock Slips Despite Blowout Quarter: Here's What 4 Analysts Are Saying

Shares of Intel Corp (NASDAQ:INTC) edged lower in early trading on Friday, despite the company’s upbeat second-quarter report.

Benzinga · Jul 24

Nvidia vs. AMD: The Next AI Battle Targets a $170 Billion Prize

For nearly three years, investors judged the AI race by one metric: GPU performance.

Benzinga · Jul 22

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Barchart · Jul 21