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The Latest Breaking News from Stacy Rasgon

Broadcom Latest AI Chipmaker To Outperform With Quarterly Results

Top-performing semiconductor stocks this earnings season mostly have been those tied to the artificial intelligence megatrend, including Broadcom.

Investors Business Daily

What's Next For Nvidia As AI Powerhouse Navigates Trade, Demand Concerns?

Wall Street analysts predict a smoother ride for Nvidia stock starting this summer after recent trade and demand worries.

Investors Business Daily

Broadcom Set to Surge as AI Diffusion Rule Ends

While NVIDIA and AMD are striking first with new deals after the end of AI Diffusion, Broadcom is waiting in the wings to receive a potentially huge payoff.

MarketBeat

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Trump To Revise AI Chip Curbs. What Does That Mean For Nvidia And AMD?

Trump reportedly plans to revise AI chip export curbs. But it is unclear what the change could mean for Nvidia and AMD.

Investors Business Daily

Bernstein Is Still Bullish on This 1 Magnificent 7 Stock: ‘This Stock at These Levels Is Probably Worth a Look’

Analysts have identified an opportunity in NVDA shares here.

Barchart

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Tom’s Hardware

Nvidia, Semiconductor Stocks Attempt Rebound After Tariff Tumble

Semiconductor stocks, including AI chip leader Nvidia, wavered Monday as investors deliberated buying the dip vs. catching a falling knife.

Investors Business Daily

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Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

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

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

CEO Jensen Huang Says Trump Is Providing a Boost to Nvidia With AI Policies. Can He Lift NVDA Stock?

CEO Jensen Huang says the Trump administration is a boon for Nvidia stock, making analysts reiterate their bullish view on NVDA.

Barchart

AI Stocks Continue Retreat. Credo Stock Latest To Fall.

The investor response to a beat-and-raise earnings report from Credo Technology is the latest sign that interest in AI stocks has waned.

Investors Business Daily

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

AMD Stock Craters On Soft AI Data Center Business

AMD stock plunged after the chipmaker reported weaker-than-expected sales of chips for artificial intelligence data centers.

Investors Business Daily

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Investors Business Daily

Trump Tariffs Hammer Tech Hardware Stocks. Nvidia Gaps Lower.

Tech hardware stocks tumbled Monday after President Trump instituted tariffs on goods imported from Canada, Mexico and China.

The Independent UK

What is DeepSeek, the Chinese AI company upending the stock market?

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and fueling debates over the economic and geopolitical competition between the U.S. and China in developing AI technology

Investors Business Daily

Nvidia, AI Chip Peers Tumble On DeepSeek Implications

Reports that Chinese AI lab DeepSeek has created an AI model that rivals U.S. models sent shockwaves through AI chip stocks on Monday.

Barchart

DeepSeek ‘Doomsday’ for Nvidia Stock? 3 Reasons This Analyst Says ‘No.’

Bernstein analyst Stacy Rasgon isn’t letting DeepSeek shake his confidence in semiconductor stocks.

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Barchart

2 Chip Stocks to Buy in 2025 That Aren't Nvidia

The semiconductor industry is poised for explosive growth, and these two chip names that aren’t Nvidia stand out as solid investment opportunities for the upcoming year.

Investors Business Daily

Arm, Qualcomm Shares Diverge After Lawsuit Verdict

Arm stock fell while Qualcomm stock rose in response to a jury verdict in a federal-court case over a technology licensing dispute.

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

Intel's Search For New CEO: What Investors Should Know

Intel has begun a search for a new CEO following the sudden departure of Pat Gelsinger. Here are key issues Intel stock investors should know.

Investors Business Daily

Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps

Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report.

Investors Business Daily

Nvidia, IBD Stock Of The Day, Is Actionable As AI Chipmaker Preps Blackwell

Nvidia is the IBD Stock Of The Day as the artificial intelligence leader prepares to release its next-generation AI chip series, called Blackwell.

Investors Business Daily

AI Chip Growth Story Intact For Nvidia, Broadcom: Analyst

Semiconductor stocks have rebounded this week, led by Nvidia and Broadcom, which one analyst called top picks.

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