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The Latest Breaking News from N Quinn Bolton

Cerebras Stock Sold Off After Earnings. Investors Who Panic Sell Are Ignoring the Smart Money.

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

Credo Revenue Forecast Jumps 120%, Analyst Expects Hyperscaler Demand To Drive Growth

Credo Revenue Forecast Jumps 120%, Analyst Expects Hyperscaler Demand To Drive Growth

Credo Technology (NASDAQ:CRDO) expects fiscal 2026 revenue to jump roughly 120% year-over-year, fueled by strong demand from hyperscaler customers and adoption of its AEC products.

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Rigetti Computing Stays The Course In Push For Quantum Advantage

Rigetti Computing, Inc. (NASDAQ:RGTI) shares are trading higher on Wednesday.

Quantum Stock Tracker: D-Wave, IonQ Q2 Earnings Roll In

Quantum stocks grabbed the attention of investors and analysts last week as second-quarter earnings reports came in.

D-Wave Quantum's Cash Hoard Fuels Aggressive Expansion

D-Wave Quantum Inc. (NYSE:QBTS) shares are trading lower on Friday.

Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures

Super Micro Computer (NASDAQ:SMCI) shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.

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Rising Competition In China Threatens Nvidia's Comeback

Nvidia (NASDAQ:NVDA) is set to resume sales of its H20 chips in China following a policy shift by the Trump administration. Still, analysts warn that the company may not regain its previous market dominance due to growing domestic competition and regulatory hurdles.

Jensen Huang Saw GPU Future While Others Chased CPUs — Trump AI Czar David Sacks Rejects Calls To Break Up Nvidia, Backs 'Build Baby Build' Strategy

Jensen Huang Saw GPU Future While Others Chased CPUs — Trump AI Czar David Sacks Rejects Calls To Break Up Nvidia, Backs 'Build Baby Build' Strategy

White House AI and crypto czar David Sacks defended Nvidia Corp. (NASDAQ:NVDA) against breakup calls during an interview, citing the company’s visionary leadership and competitive market dynamics as President Donald Trump outlined his “build baby build” strategy for AI dominance.

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Nvidia (NASDAQ:NVDA) CEO Jensen Huang, on his third visit to China this year, praised the country’s open-source AI innovation during a fireside chat with Alibaba Group (NYSE:BABA) Cloud founder Wang Jian at the China International Supply Chain Expo on Thursday.

Nvidia Will Restart H20 Shipments to China. Should You Buy NVDA Stock Here?

Nvidia Will Restart H20 Shipments to China. Should You Buy NVDA Stock Here?

Nvidia stock remains in focus on hopes that the chipmaker will soon resume business in China. Needham raised its price target on NVDA shares to $200 on Wednesday.

Why Nvidia's China Comeback Could Propel Its Stock To New Heights

Why Nvidia's China Comeback Could Propel Its Stock To New Heights

Needham analyst N. Quinn Bolton maintained a Buy rating on Nvidia (NASDAQ:NVDA) and raised the price forecast from $160 to $200 on Wednesday.

An Analyst Just Tripled His Price Target on This Quantum Computing Stock

An Analyst Just Tripled His Price Target on This Quantum Computing Stock

An analyst just tripled his price target on IonQ as quantum computing momentum surges.

3 Top-Rated AI Growth Stocks to Scoop Up Now

3 Top-Rated AI Growth Stocks to Scoop Up Now

With AI demand rising, these three top-rated stocks could be enticing picks for investors to capitalize on the tech boom.

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Needham Slashes Revenue, Earnings Projections, Price Targets of Majority Semiconductor Stocks: Key Takeaways

Needham analyst N. Quinn Bolton saw a slowdown in demand across most end markets coupled with several quarters of inventory purge is likely to significantly decrease semiconductor sales in C2H22 and 2023 from original base case estimates.

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