Tag: Advanced Micro Devices Inc
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Another DeepSeek moment? What’s really behind the tech sell-off
Another Chinese model looks nearly as good as Anthropic for a fraction of the price, analysts say
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Fundstrat’s Lee joins Wall Street bulls in calling for S&P at 8,000
Fundstrat Global Advisors’ Tom Lee has joined a growing chorus of Wall Street bulls forecasting the S&P 500 will end the year at 8,000.
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Tom Lee says this is a classic opportunity to buy the dip in chip stocks once again
He describes the downturn this week as “buyable pullback.”
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OpenAI unveils first chip as part of Broadcom deal in effort to ‘build the full stack’
Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño.
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These chip stocks are surging due to sky-high CPU demand. UBS sees more gains ahead
Advanced Micro Devices and ARM Holdings could see their shares appreciate further as hyperscalers order more CPUs to power their AI models, according to UBS.
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BlackBerry has morphed into a ‘mission critical’ player in tech, making it a buy, says Stifel
The investment firm initiated coverage of BlackBerry with a buy rating.
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Why FedEx is down after a strong quarter — and its impact on our stock rating
We knew this report would be transitional, even messy, given the separation of FedEx Freight.
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The AI trade could shift back in Nvidia’s favor. Here’s why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
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This will be the summer of the ‘everything rally’, says Wells Fargo
It won’t just be tech and artificial intelligence stocks driving gains over the next several months, according to Wells Fargo.
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Jim Cramer calls this chipmaker his No. 1 stock — and sees 63% upside ahead
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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