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The Latest Breaking News from Hans Mosesmann

Nvidia Just Scored an AI Deal With Mistral. How Should You Play NVDA Stock Here?

Nvidia announced several partnerships with European businesses, including one with Mistral AI on Wednesday. Rosenblatt sees upside in NVDA shares to $200.

Barchart

Can AMD Stock Hit $200 in 2025?

Analyst Hans Mosesmann at Rosenblatt Securities believes the chip giant’s stock can reach $225 this year.

Barchart

Nvidia Raises Bar At CES 2025. But Stock Slides.

Wall Street cheered after Nvidia Chief Executive Jensen Huang delivered a positive update on the company's Blackwell launch.

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AMD Reveals Next-Generation AI PC Chips, Gets Dell Endorsement

Chipmaker AMD announced an expanded lineup of processors for AI PCs for consumers and commercial users.

Investors Business Daily

Broadcom Stock Soars On Massive AI Chip Opportunity

Broadcom stock rocketed Friday after the fabless chipmaker forecast surging AI chip sales over the next three years.

Investors Business Daily

How Nvidia Is Building A Competitive Moat To Fend Off AI Challengers

As Nvidia tries to expand its presence in the AI market and build a competitive moat, it is raising concerns among rivals and antitrust regulators.

Investors Business Daily

Nvidia Earnings Report Called 'Most Important Tech Earnings In Years'

Expectations are running high for Nvidia ahead of the company's fiscal second-quarter earnings report due late Wednesday.

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Super Micro Computer CEO Wants AI Data Centers To Go Green

Super Micro Computer is promoting liquid-cooled computer systems instead of air-cooled systems to save customers on their energy bills.

Investors Business Daily

AMD Seen Benefiting From Intel's Woes

Chipmaker AMD stands to gain market share thanks to Intel's latest misfortunes, analysts say. AMD stock was flat Friday while Intel stock crashed.

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Broadcom Stock Gets Price-Target Hike For AI Strength

Broadcom stock nabbed a price-target hike Thursday from a Wall Street analyst as it gains from the artificial intelligence trend.

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Nvidia Overtakes Apple, Microsoft As Most Valuable Company

Nvidia stock rose Tuesday after getting its highest price target yet from a Wall Street analyst. It also overtook Apple and Microsoft in market value.

Investors Business Daily

Is Nvidia Stock Already Due for More Post-Split Price-Target Hikes?

Nvidia stock has been on an absolute tear over the last 20 months, and is now the third-largest company in the world, after Microsoft and Apple. Is the Big Tech stock still a good buy?

Barchart

Arm Looks To Add AI To Mobile Devices With New Framework

Chip designer Arm Holdings introduced a new computing platform for mobile devices optimized for artificial intelligence.

Investors Business Daily

Can Nvidia Stock Reach The Summit With Its Fiscal Q1 Report?

With Nvidia stock trading near its all-time high, investors are wondering if it has enough oxygen to continue its ascent.

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Broadcom, IBD Stock Of The Day, Surfs Higher On AI Stock Wave

Broadcom is the IBD Stock Of The Day as the semiconductor and infrastructure software provider is increasingly seen as an AI stock.

Investors Business Daily

Micron Stock Hits Record High, Sparks Chips Rally As Analyst Cites 'AI Semi FOMO Trade'

Micron stock soared after the memory-chip maker smashed estimates for its fiscal Q2 and guided above views for the current period.

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Nvidia Is A Step Or Two Ahead Of AI Chip Rivals: Analyst

Nvidia wowed Wall Street with the breadth and depth of its artificial intelligence technologies announced late Monday.

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Here's How High Wall Street Thinks Super Micro Computer Stock Can Rise

Shares of SMCI stock have nearly tripled so far in 2024, and they've delivered returns of 4,115% over the past decade. Can SMCI stock continue to march higher?

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Investors Business Daily

Fabless Chipmakers Arm, Monolithic Get Price-Target Hikes

Two semiconductor stocks, Arm and Monolithic Power Systems, advanced on Tuesday after getting bullish reports from a Wall Street analyst.

Investors Business Daily

Micron Stock Pops As Memory-Chip Maker Rides AI Wave

Micron is getting a lift from cloud service providers needing its advanced memory chips to support their artificial intelligence systems.

Investors Business Daily

Intel's Planned Spinoff Is A Sign The Chipmaker Needs Cash

Intel's plan to separate its programmable chip business into a stand-alone company signals that the iconic chipmaker needs cash.

Investors Business Daily

'Godfather Of AI' To Offer Quarterly Results; Can Investors Refuse?

Wall Street has high expectations for Nvidia's earnings report on Wednesday but production constraints could be a spoiler for the fabless chipmaker.

Zenger

Intel’s Q2 Results Get Mixed Reactions From 4 Analysts: ‘AI Contribution Remains Modest’

Analysts are diving into second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close

Investors Business Daily

Supermicro Stock Seen Rising 34% More Amid AI Spending Spree

Supermicro stock has more room to run thanks to cloud computing giants splurging on gear for artificial intelligence, an analyst says.

Investors Business Daily

Nvidia, IBD Stock Of The Day, Hits Buy Point On AI Enthusiasm

Nvidia is the IBD Stock Of The Day as the graphics-chip maker dominates conversations about artificial intelligence.

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