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The Latest Breaking News from Mark Lipacis

Semiconductor Stocks Face Post-Tariff Shocks. More Downside Ahead?

Wall Street analysts who cover semiconductor stocks are bracing for bad news this earnings season in the wake of tariffs and trade disruptions.

Investors Business Daily

Intel's New CEO Outlines Recovery Strategy. Wall Street Remains Cautious.

Intel's new chief executive, Lip-Bu Tan, offered his strategy for turning around the troubled chipmaker in a speech late Monday.

Investors Business Daily

Nvidia Rises As Tech Giant Details Massive AI Opportunity Ahead

Nvidia wowed technologists with its advancements in artificial intelligence and accelerated computing on Tuesday.

Investors Business Daily

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Marvell Misses Q1 Sales 'Whisper Number.' AI Chipmaker's Stock Drops.

Marvell Technology failed to meet Wall Street's lofty "whisper number" with its sales guidance, disappointing many MRVL stock investors.

Investors Business Daily

Is Nvidia Stock a Buy, Sell, or Hold Before February 26?

While Nvidia’s stock has soared on AI dominance, can it sustain momentum as Q4 earnings release next week, or is it time for investors to trim positions?

Barchart

Intel Breakup Mulled As Vultures Circle Struggling Chipmaker

Analysts are considering the likelihood that storied U.S. chipmaker Intel could be sold for parts amid its current struggles. Intel stock rose Tuesday.

Investors Business Daily

This Analyst Is Pounding the Table on Nvidia Stock Before February 26

Evercore analyst Mark Lipacis recommends buying Nvidia stock ahead of its earnings on Feb. 26. He sees upside in NVDA to $190.

Barchart

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Astera Labs Stock Falls As Investors Nitpick Q4 Report

Wall Street analysts praised Astera Labs for its beat-and-raise fourth-quarter report but investors wanted more. ALAB stock fell on Tuesday.

Investors Business Daily

Nvidia Stock Rallies, Shakes Off Concerns About OpenAI Moves

Nvidia stock came under pressure from a report that ChatGPT creator OpenAI is pushing ahead with plans to develop its own AI chips.

Investors Business Daily

Nvidia Stock Treading Water Ahead Of These Risks, Potential Catalysts

Nvidia stock has been trending sideways as investors debate uncertainties ranging from AI chip demand to Trump administration moves.

Investors Business Daily

Nvidia's Blackwell AI Processors Are Sold Out For Next 12 Months

Nvidia’s next-generation artificial intelligence processors, called Blackwell, are sold out for the next 12 months, the company says.

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.

Investors Business Daily

Nvidia and 3 More AI Stocks With New 'Outperform' Ratings

While Nvidia stock has enjoyed a remarkable AI-related surge since 2023, the stock’s pullback has left investors on edge. Here are three other AI stocks with new 'Outperform' ratings from analysts at Evercore.

Barchart

AMD Unveils New AI Chips For Business PCs

Advanced Micro Devices on Tuesday introduced a new series of processors for commercial mobile and desktop AI PCs.

Investors Business Daily

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Investors Business Daily

Investors Gorge On Semiconductor Stocks With Chipmakers In A Trough

Investors have devoured semiconductor stocks this year amid a cyclical downturn and hopes for an imminent sector-wide upturn.

Investors Business Daily

Semiconductor Stock Rambus Could Be An Acquisition Target: Analyst

Highflying semiconductor stock Rambus could see its market value double in the next several years, an analyst said.

Investors Business Daily

Nvidia's Artificial Intelligence Market Strategy Impresses Wall Street

Analysts on Wednesday praised chipmaker Nvidia's approach to artificial intelligence as it moves deeper into software and services.

Investors Business Daily

Lam Research, IBD Stock Of The Day, Nears Buy Point From Bottoming Base

Lam Research is the IBD Stock Of The Day after the chip equipment maker offered a decks-clearing earnings report and cost-cutting plan.

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Investors Business Daily

Wall Street Rethinks Semiconductor Stocks Ahead Of Earnings

With second-quarter earnings season for semiconductor stocks set to begin Thursday, analysts are adjusting their forecasts for chip stocks.

Investors Business Daily

Semiconductor Stocks Brace For Guidance Cuts With Earnings Reports

Semiconductor stocks have fallen in anticipation of possible guidance cuts coming in second-quarter earnings reports.

Benzinga

Jefferies Lists Preferred Semiconductor Capital Equipment Stocks

Jefferies analyst Mark Lipacis' analysis of transistor count in CPUs supported his thesis of secular demand for wafer fab equipment.

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