Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,504 signal articles · 194 in last 24h · 116,733 total before filter · latest 56m ago
194last 24h
1700last 7d
279● bullish (7d)
150● bearish (7d)
205publishers
AllMacro318Earnings759M&A101Regulatory25Product16Analyst23
✕ clear all filtersticker: AMDSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
24/7 Wall St.40d agobullish
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Here’s What Analysts Say About Advanced Micro Devices, Inc. (AMD)
Insider Monkey40d agoneutral
Here’s What Analysts Say About Advanced Micro Devices, Inc. (AMD)

With a 5-year EPS growth forecasted at 62.88%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 30, Wells Fargo raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm increased […]

Advanced Micro Devices (AMD): Top 10 Best Stock to Buy in Glen Kacher’s Portfolio
Insider Monkey40d agobullish
Advanced Micro Devices (AMD): Top 10 Best Stock to Buy in Glen Kacher’s Portfolio

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 6, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) revealed a collaboration with Micro Center, a computer parts retailer. Through the collaboration, the company initiated the global launch of Ryzen AI Halo, a compact system […]

Micron Stock: A Different Cycle, For Better Or For Worse
Trefis40d agoneutral
Micron Stock: A Different Cycle, For Better Or For Worse

Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.

Stocks to Watch: Micron, Chevron, Levi Strauss
The Wall Street Journal40d agoneutral
Stocks to Watch: Micron, Chevron, Levi Strauss

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

Bloomberg40d agoneutral
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

South Korean chip stocks slide after overnight US selloff on AI boom concerns
Reuters40d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concerns

Shares of South Korean memory chipmakers Samsung Electronics and ‌SK Hynix fell as much as ‌4.4% and 5%, respectively, in early trade on ​Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and ‌semiconductor stocks tumbled ⁠overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and ⁠6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending ​can be ​sustained.

RBC Capital Raises PT on Rackspace Technology (RXT), Here’s Why
Insider Monkey41d agoneutral
RBC Capital Raises PT on Rackspace Technology (RXT), Here’s Why

Rackspace Technology, Inc. (NASDAQ:RXT) has gained more than 569% over the past 6 months, mainly driven by strong fiscal Q1 2026 earnings and the company’s partnership with AMD. Rackspace Technology, Inc. (NASDAQ:RXT) also ranks as one of the Best Performing Agentic AI Stocks to Buy. ​During the quarter, the company posted $678.1 million in revenue […]

Goldman Sachs resets AMD stock price target for the rest of 2026
TheStreet41d agoneutral
Goldman Sachs resets AMD stock price target for the rest of 2026

I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...

A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
24/7 Wall St.41d agobearish
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore
24/7 Wall St.41d agoneutral
Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore

The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore