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Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.

Chip Sector Shake-Up: Intel and Qualcomm Target AI Challenger Tenstorrent

At $394, Taiwan Semiconductor Manufacturing (NYSE:TSM) screens favorably. The world’s largest contract chipmaker raised full-year guidance at a price still below the average Wall Street target, combining momentum with unfinished upside. TSMC fabricates the most advanced chips for leading AI and consumer technology customers. It controls a 72% share of the global foundry market and ... TSM at $394: Buy, Sell or Hold?

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.

At $160.49, ExxonMobil (NYSE:XOM) is a buy and at $196.12, Chevron (NYSE:CVX) is a hold. The two integrated majors have both ripped higher in 2026 on stronger production, capital discipline, and renewed energy demand, yet their setups now diverge sharply on valuation and earnings power. Both companies span exploration, refining, chemicals, and increasingly low-carbon ventures. ... Chevron at $196, ExxonMobil at $160: Buy, Sell or Hold?

Moby summary of RADCOM Ltd.'s Q1 2026 earnings call

BridgeBio Pharma (NASDAQ:BBIO) received a Neutral initiation from Citi Neutral on Tuesday, reflecting a measured stance on the company’s transthyretin amyloid cardiomyopathy (ATTR-CM) franchise. The call contrasts with Citi’s simultaneous Buy initiation Buy ratings on peer biotechs Alnylam, Ascendis Pharma, BioMarin, Cytokinetics, and of Ionis Pharmaceuticals (NASDAQ:IONS), making the BBIO Neutral a cautious outlier. For ... Citi Initiates BridgeBio at Neutral: Why the Cardiomyopathy Story Isn’t

Jacobs (J) could see stronger growth in H2 as data center demand, Life Sciences work, US infrastruct

CrowdStrike (NASDAQ:CRWD) just got hit with a Sell rating from DZ Bank, which set a $500 price target on the cybersecurity leader. The downgrade lands one day after KeyBanc raised its CrowdStrike price target to $700 from $525 with an Overweight rating. That $200 spread between the bull and bear case is the real story ... DZ Bank Just Slapped CrowdStrike With a Sell Rating. Is the $700 Bull Case Falling Apart?

Artificial intelligence is driving blistering growth across the semiconductor industry.

Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.

This episode breaks down what’s in the AI 11 basket, whether it's better to invest in baskets or individual companies, and the AI bubble.

The S&P 500 has never been more concentrated in two stocks than it is today.

Investors have piled into semiconductor stocks as AI enthusiasm drives markets higher, but rising bond yields and crowded positioning are beginning to raise concerns.

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

The Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) is down about 5% year to date while the S&P 500 is up 7%. Over five years, FHLC has returned 15% against about 80% for the S&P 500. If you bought FHLC for cheap sector diversification, fine. If you bought it expecting healthcare to keep pace with ... If You Hold This Healthcare ETF, You’re Losing Big

Small caps are finally getting their moment. The iShares Russell 2000 ETF (NYSEARCA:IWM) is up 12.11% year to date and 31.51% over the past year, a sharp rotation away from the mega-cap trade that dominated the prior cycle. For retail investors, that means the cheaper end of the market, names trading under $30 a share, ... The Russell 2000 Is Up 31% and These 2 Small Cap Stocks Under $30 Have the Fundamentals to Keep Running

If portfolio diversification is your goal, the opportunities in foreign equities are beginning to look more attractive.

The chipmaker has fallen after three of its last four quarterly reports -- and the bar going into this one is higher.

Micron Technology's stock has been falling in recent days, but it's still up big over the past 12 months.

Nvidia Sparks AI Hardware Race With Vera Rollout to Elite Tech Clients

Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets and make smart decisions faster. Market Catalysts host Julie Hyman takes a look at Micron (MU) stock using the new platform as memory names gain momentum.

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

Not every high-potential name costs a fortune to step into.

Yahoo Finance has launched AlphaSpace, a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets and make smart decisions faster. Yahoo Finance Executive Editor Brian Sozzi demonstrates how to use the platform by taking a closer look at AI chip stock Nvidia (NVDA) ahead of its first quarter earnings on Wednesday. Innovator From Goldman Sachs Asset Management chief investment strategist Tim Urbanowicz weighs in with his firm's general outlook on Nvidia.

For years, Nvidia (NASDAQ:NVDA) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics stepped in. First under the Biden administration, and later under President Trump, Washington tightened restrictions on exporting advanced AI chips to China. The goal was ... Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9 billion with a record 66.2% gross margin, and CEO C.C. Wei told investors that “AI-related demand continues to be extremely robust.” HPC alone now drives 61% of ... Can TSM’s Stock Reach $600 By 2028?

This ETF tracks a portfolio of U.S. Treasury bonds maturing in 2027, offering defined duration and a 3.86% yield.