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Stocks to Watch: Nvidia, Qualcomm, easyJet
The Wall Street Journal86d agoneutral
Stocks to Watch: Nvidia, Qualcomm, easyJet

↗️ Nvidia (NVDA): The world’s most valuable company unveiled its new superchip at the Computex conference in Taipei, which it described as “the most efficient PC chip ever built.” The chips will be used to power computers designed for running AI agents.

Wall Street futures gain as AI advances overshadow US-Iran tensions
Reuters86d agoneutral
Wall Street futures gain as AI advances overshadow US-Iran tensions

U.S. stock index futures climbed on Monday, starting June on a firm footing, as the latest AI push from Nvidia and Microsoft ‌lifted shares, even as uncertainty over the Middle East war lingered. Nvidia rose 1.6% ‌in premarket trading after the world's most valuable company unveiled a new chip that brings AI capabilities to ​laptops and desktops, set for release this fall. The chip is a result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said.

‘It’s Just the Beginning,’ Says Investor About AMD Stock
TipRanks86d agoneutral
‘It’s Just the Beginning,’ Says Investor About AMD Stock

With shares up 141% year-to-date, Advanced Micro Devices (NASDAQ:AMD) has been on a monster AI-driven run, with gains coming thick and fast. However, for those who think the stock has become too hot to touch, one investor, who goes by the nom de plume Infinity Curve (IC), argues it may be time to reconsider that assumption.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover h

Is Super Micro Computer (SMCI) Among the Most Undervalued AI Stocks to Buy According to Hedge Funds?
Insider Monkey86d agobullish
Is Super Micro Computer (SMCI) Among the Most Undervalued AI Stocks to Buy According to Hedge Funds?

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) reported that a leading European AI cloud provider, Verda, selected its NVIDIA GPU-accelerated, rack-scale systems to power AI cloud infrastructure across Europe. It is targeting customers […]

U.S. to close loophole allowing advanced chips to Chinese firms, Reuters says
TipRanks86d agoneutral
U.S. to close loophole allowing advanced chips to Chinese firms, Reuters says

The U.S. Department of Commerce has moved to close a potential loophole it created that may have allowed companies to export Nvidia’s (NVDA) Rubin and Blackwell processors as well as AMD‘s (AMD) MI350 to Chinese entities located outside of China, Karen Freifeld of Reuters reports. This guidance suggests these AI chips may have been making their way to the subsidiaries of Chinese AI firms for almost a year.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, fr

Uber and Autobrains target Munich for robotaxi rollout
Reuters86d agoneutral
Uber and Autobrains target Munich for robotaxi rollout

Uber and Israel-based Autobrains said on Monday ‌they plan to launch ‌a robotaxi programme in Munich in collaboration with ​U.S. chipmaker Nvidia, marking a push to scale autonomous ride-hailing in Europe. The companies said they aim to ‌combine Uber's ⁠mobility network with Autobrains' "agentic AI" driving system, running on ⁠Nvidia's Drive Hyperion platform, with Munich set to serve as the ​first deployment ​city, pending ​regulatory approval. They said ‌the programme is designed to move robotaxi services beyond isolated pilots by creating an "OEM-agnostic" model that can operate across multiple vehicle platforms and ‌urban markets.

AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other
TipRanks86d agoneutral
AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other

Broadcom (AVGO) and Super Micro Computer (SMCI) have both been major beneficiaries of the AI boom, though they play very different roles in the market. Broadcom has benefited from rising demand for AI chips and networking products used in large data centers, while Super Micro has seen strong demand for its AI servers. However, according to the TipRanks comparison tool, Wall Street is currently far more bullish on Broadcom ahead of its June 3 earnings report. The average analyst price target impl