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Intel set to beat but valuation leaves it exposed to sentiment swings
Proactive32d agobullish
Intel set to beat but valuation leaves it exposed to sentiment swings

Wedbush expects Intel Corp (NASDAQ:INTC, XETRA:INL) to comfortably beat second-quarter expectations when it reports on Thursday, but has kept a 'neutral' rating and $60 price target, warning that the shares are more vulnerable to a shift in market sentiment than to the numbers themselves. The...

AMD stock climbs after Microsoft expands Azure AI partnership
InvestorsHub32d agobullish
AMD stock climbs after Microsoft expands Azure AI partnership

Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners
Insider Monkey32d agobullish
Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing between […]

Should Value Investors Buy Norwegian Cruise Line (NCLH) Stock?
Zacks32d agobullish
Should Value Investors Buy Norwegian Cruise Line (NCLH) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Investing.com32d agobullish
AMD stock surges 5% as Microsoft locks in massive AI infrastructure deal

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

Is Zscaler (ZS) a Buy as Wall Street Analysts Look Optimistic?
Zacks32d agobullish
Is Zscaler (ZS) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Zscaler (ZS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?