Arm’s stock is rising as analysts say an intriguing move could be on the horizon
The chip designer looks to be evolving into making its own custom AI chips — and BNP analysts say the
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Britney Nguyen
11:19
Microsoft’s stock gets an upgrade. Why these analysts say it’s underappreciated in AI.
The sustaining growth of the company’s AI revenue and cloud platform Azure are not fully priced into the stock, Oppenheimer
Britney Nguyen
05:19
IBM’s stock is beating Big Tech this year. Why this analyst sees more gains ahead.
AI may pose a threat to software companies that charge customers per seat or employee, but IBM offers relative stability
Britney Nguyen
23:19
Marvell tried to ease a big investor concern, but the stock’s slump shows that doubts still linger
Investors still have questions about the computer-chip company’s next-generation custom chips for Amazon and Microsoft...
Britney Nguyen
11:19
Here’s why HSBC analysts are giving up their bearish call on AMD’s stock
Saudi Arabia’s $600 billion U.S. investment commitment is one factor that could drive upside in 2026, though the outlook for
Britney Nguyen
08:19
Nvidia’s stock is losing steam, and this week’s earnings could underscore the risks
The chip stock snapped a four-week streak of gains. BofA analysts say this week’s earnings report could include “messy” guidance...
Britney Nguyen
00:19
Cisco says it has a new chip that can make quantum computing useful more quickly
The company announced a new quantum lab and a research prototype chip that it said could make quantum computing possible
Britney Nguyen
06:19
Qualcomm’s stock has outperformed the chip sector this year. Earnings will be a key test.
Analysts will be focused on tariff impacts and Apple-related commentary when Qualcomm reports results Wednesday afternoon...
Britney Nguyen
04:20
Why Nvidia investors shouldn’t worry about Huawei’s new AI chip
An analyst notes that Huawei’s new chip isn’t likely to hold much appeal outside of China...
Britney Nguyen
19:23
Here are the chips that Nvidia can sell to China
After the U.S. placed chip-export controls on China in October 2022 to curb the country’s technological advances, U.S.-based chipmaker Nvidia
