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Here’s What Cantor Fitzgerald Thinks About Intel (INTC)
Insider Monkey41d agoneutral
Here’s What Cantor Fitzgerald Thinks About Intel (INTC)

Intel Corporation (NASDAQ:INTC) is one of the best long-term growth stocks to invest in now. Cantor Fitzgerald lifted the price target on Intel Corporation (NASDAQ:INTC) to $150 from $90 on June 29 and maintained a Neutral rating on the shares, telling investors in a research note that the AI infrastructure buildout is viewed as a generational […]

Here’s What the Street Thinks About Intel Corporation (INTC)
Insider Monkey41d agoneutral
Here’s What the Street Thinks About Intel Corporation (INTC)

Intel Corporation (NASDAQ:INTC) is one of the best stocks on the rise to invest in. Intel Corporation (NASDAQ:INTC) received a rating update from HSBC on July 2. The firm lifted the price target on the stock to $200 from $100 and maintained a Buy rating on the shares. In another development, Reuters reported on June 16 […]

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
24/7 Wall St.41d agoneutral
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
24/7 Wall St.41d agobullish
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Investing.com41d agoneutral
HSBC sees more upside in Intel stock on server CPU opportunity

Investing.com -- HSBC doubled its price target on Intel to $200, the highest on Wall Street, and maintained its Buy rating, citing a stronger server CPU outlook and the decision to include Intel's foundry business in its valuation for the first time.

Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman
Barrons.com41d agoneutral
Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

How Nvidia Became The Black Sheep Of The Chip Stock Rally
24/7 Wall St.41d agobullish
How Nvidia Became The Black Sheep Of The Chip Stock Rally

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
24/7 Wall St.41d agoneutral
Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market
Barrons.com41d agoneutral
Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

Stocks to Watch: Strategy, Intel, easyJet
The Wall Street Journal41d agoneutral
Stocks to Watch: Strategy, Intel, easyJet

↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.

Super Micro Computer (SMCI) Expands Its Edge AI Computing Hardware Offerings
Insider Monkey41d agoneutral
Super Micro Computer (SMCI) Expands Its Edge AI Computing Hardware Offerings

Super Micro Computer Inc. (NASDAQ:SMCI) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, with 7.21% or 43.36 million outstanding shares, according to Yahoo Finance data. On June 23, Super Micro Computer Inc. (NASDAQ:SMCI) broadened its offering of edge AI computing hardware by incorporating […]