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Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market
24/7 Wall St.110d agoneutral
Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12 months. That implies 17% upside, and our recommendation is buy with high confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $404.54 24/7 ... Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
24/7 Wall St.110d agoneutral
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?
24/7 Wall St.110d agoneutral
Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA (NASDAQ:NVDA) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20, with the firm arguing the stock still trades at less than 20 times ... Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

24/7 Wall St.110d agoneutral
Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI continuing to drive server demand as the catalyst behind the call. The price target raise is a sign that Wall Street views AMD as a primary beneficiary ... Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

How Nvidia could once again become the 'flavor of the day'
Yahoo Finance Video110d agoneutralVIDEO
How Nvidia could once again become the 'flavor of the day'

Nvidia (NVDA) reports first quarter earnings results on Wednesday, May 20. B. Riley Wealth chief market strategist Art Hogan, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma join Yahoo Finance Executive Editor Brian Sozzi to discuss their expectations for the print, highlighting why Nvidia needs to knock it out of the park.

May Dates Social Security Recipients Need To Circle On Their Calendars
24/7 Wall St.110d agoneutral
May Dates Social Security Recipients Need To Circle On Their Calendars

May is well underway, but Social Security retirees still have some important days coming up. In fact, there are a few key dates that seniors who collect benefits should circle on their calendar so they’re prepared for what’s coming this month. Here’s what retirees should plan for. The May CPI data release One of the ... May Dates Social Security Recipients Need To Circle On Their Calendars

Earn Monthly Checks: 3 Top Dividend Stocks Revealed
24/7 Wall St.110d agoneutral
Earn Monthly Checks: 3 Top Dividend Stocks Revealed

Wages keep you afloat. Dividends keep paying whether you show up at work or not. That distinction is why income-focused investors trade glamorous growth multiples for cash that lands in the brokerage account on a predictable schedule, and why monthly payers hold a special place in retirement planning. A check every 30 days mirrors how ... Earn Monthly Checks: 3 Top Dividend Stocks Revealed

Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
24/7 Wall St.110d agoneutral
Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’
24/7 Wall St.110d agoneutral
Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’

On a recent episode of The Pomp Podcast, investor Jordi Visser relayed an admission from Anthropic CEO Dario Amodei that reframes how to think about AI infrastructure demand. Anthropic, the maker of the Claude assistant, watched AI demand blow past every internal scenario they had modeled: “We planned our business for 2 or 3x [growth], ... Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’

‘Ad-Supported Business Isn’t the Path to Success’: Why One Analyst Says Spotify Should Lean on Pricing Power Instead
24/7 Wall St.110d agoneutral
‘Ad-Supported Business Isn’t the Path to Success’: Why One Analyst Says Spotify Should Lean on Pricing Power Instead

The case for owning Spotify (NYSE:SPOT) has long rested on a two-engine narrative: a Premium subscription business compounding nicely, with an Ad-Supported tier eventually catching up. On a recent Motley Fool Money earnings podcast, an analyst pushed back on the second half of that story, arguing the “ad-supported business isn’t necessarily going to be the ... ‘Ad-Supported Business Isn’t the Path to Success’: Why One Analyst Says Spotify Should Lean on Pricing Power Instead

Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?
24/7 Wall St.110d agobullish
Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?

Shares of Plug Power (NASDAQ:PLUG) jumped 9% to $3.89 Tuesday morning but then fell back to $3.62, up 3%. This occurred after Plug Power posted a Q1 2026 earnings beat on Monday. The move sets the pace for Plug Power’s fuel cell peers. FuelCell Energy (NASDAQ:FCEL) stock is down 4% to $15.24, while Bloom Energy ... Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?

Home Depot vs. Lowe’s: One Dividend Has Room to Double
24/7 Wall St.110d agoneutral
Home Depot vs. Lowe’s: One Dividend Has Room to Double

Home Depot (NYSE: HD) and Lowe’s (NYSE: LOW) closed fiscal 2025 within a day of each other, and their dividend postures diverge more than the headline numbers suggest. Home Depot beat on earnings with a steadier balance sheet. Lowe’s missed, but is leaning harder on acquisitions and shareholder payouts even as equity sits underwater. Both ... Home Depot vs. Lowe’s: One Dividend Has Room to Double

Buffett Said Be Fearful When Others Are Greedy. By One Measure, This Is the Greediest Market in 25 Years.
24/7 Wall St.110d agoneutral
Buffett Said Be Fearful When Others Are Greedy. By One Measure, This Is the Greediest Market in 25 Years.

There are few investors who tend to be quoted as heavily as Warren Buffett. And there’s a reason for that. As the long-time CEO of Berkshire Hathaway, Buffett is known not just for his ability to choose great companies, but his patient, disciplined approach to investing. Rather than chase trends or react to headlines, Buffett ... Buffett Said Be Fearful When Others Are Greedy. By One Measure, This Is the Greediest Market in 25 Years.

The 3-Bucket Income Portfolio: How to Build $5,000 a Month From Dividends, Bonds, and REITs
24/7 Wall St.110d agoneutral
The 3-Bucket Income Portfolio: How to Build $5,000 a Month From Dividends, Bonds, and REITs

Pulling $5,000 a month from a portfolio is a common benchmark for early retirees who want a middle-class income floor without relying on full-time work. It can help cover property taxes, insurance, healthcare premiums, groceries, utilities, and the basics of a comfortable middle-class life in many parts of the country. Building it without leaning on a ... The 3-Bucket Income Portfolio: How to Build $5,000 a Month From Dividends, Bonds, and REITs

Analysts See Big Upside for Chipotle Stock For This Reason
24/7 Wall St.110d agoneutral
Analysts See Big Upside for Chipotle Stock For This Reason

Shares of Chipotle Mexican Grill (NYSE:CMG) currently trade around $32.50, while the average Wall Street price target sits at $43.66. That means analysts see an average of roughly 34% upside for the burrito chain today. Chipotle operates more than 4,042 company-owned restaurants and is one of the most closely watched names in fast casual restaurants. ... Analysts See Big Upside for Chipotle Stock For This Reason

DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run
24/7 Wall St.110d agobearish
DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Why This AI Stock Could Be the Easiest 10x Trade of 2026
24/7 Wall St.110d agoneutral
Why This AI Stock Could Be the Easiest 10x Trade of 2026

MaxLinear (NASDAQ:MXL) was a boring broadband chip company until AI data centers started booming. The stock has already surged by 442% in just the past six months, but the rally could end up being monumental if the AI buildout continues as expected. You may argue that the current forward earnings multiple of 59 times earnings already ... Why This AI Stock Could Be the Easiest 10x Trade of 2026

The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
24/7 Wall St.110d agoneutral
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why