Goldman Sachs projects strong growth in the AI inference market, fueling a “barbell” investment strategy favoring ...

Nvidia's valuation is still reasonable. While its forward price-to-earnings (P/E) ratio has crept up to 38 times based on this year's analyst estimates, its forward price/earnings-to-growth (PEG) ...

As the Q2 2025 earnings season begins, investment strategist Shay Boloor has outlined five stocks to watch and potentially ...

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, ...

Longer term, Datadog’s robust product portfolio and category leadership position it for a return to high-teens growth and 25%+ free cash flow margins by 2027. However, near-term headwinds, including ...

Delve into Wall Street's latest moves: market highs, Tesla's dip, AMD's AI surge, Exxon Mobil's earnings impact, Chevron's ...

The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the ...

Arm Holdings plc (NASDAQ: ARM) is one of 10 Trending AI Stocks on Wall Street. On July 10, Goldman Sachs analyst James ...

The Semiconductor Industry Association (SIA) announced that global semiconductor sales amounted to $59.0 billion during May ...

The chip maker’s new MI350 series AI accelerators are competitive with Nvidia’s Blackwell AI platform, according to HSBC — and their pricing hits a sweet spot.

Longriver Investment Partners released its “Longriver Partners Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund returned 11.7% (net), ...

Fintel reports that on July 10, 2025, HSBC upgraded their outlook for Advanced Micro Devices (NasdaqGS:AMD) from Hold to Buy.