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The Latest Breaking News from Timothy Arcuri

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 Stock Is Falling Victim to the Trade War. How Should You Play INTC Here?

China’s retaliatory tariffs on American goods are hurting Intel stock on Friday. But a UBS analyst sees reason to buy INTC shares on the pullback.

Barchart

Analyst claims Nvidia's gaming GPUs could use Intel Foundry's 18A node in the future

According to an analyst, Broadcom and Nvidia are reportedly close to adopting Intel Foundry as their manufacturing partner.

Tom’s Hardware

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Intel is reportedly 'working to finalize commitments from Nvidia' as a foundry partner, suggesting gaming potential for the 18A node

We'll only have to wait a few more weeks to hear what's what from Intel.

PC Gamer

Nvidia Stock Falls Ahead Of GTC. Here's Why.

Nvidia stock dipped Monday ahead of the company’s GTC conference. Investors are focused on trade restrictions and other issues.

Investors Business Daily

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

Fortune

Nvidia Stock: UBS Expects ‘Strong Results’ When the Company Reports Q4 Earnings

Analyst Timothy Arcuri believes the chip giant's results will exceed expectations.

Barchart

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Oracle Stock Surges on Trump's Stargate Project

Oracle stock is higher Wednesday after President Trump announced the $500 billion AI-focused Stargate Project. Here's what you need to know.

Kiplinger

Nvidia Earnings: Live Updates and Commentary

Nvidia's most recent earnings report came in better than expected, but shares sold off in reaction. Here, Kiplinger experts shared news and analysis on the event.

Kiplinger

Nvidia, Semiconductor Stocks Tumble Amid Signs Of Weakness

Nvidia and other semiconductor stocks fell Tuesday amid reports of industry sales weakness and an economic slowdown in China.

Investors Business Daily

Nvidia stock is sinking. Wall Street analysts say it's still a 'Buy'

Despite concerns about margins and guidance, Wall Street is mostly convinced the 'AI revolution' is just getting started, and Nvidia remains a buy.

Fortune

Nvidia AI Chip Demand Called 'Exceedingly Robust' After Channel Checks

Demand for Nvidia's next-generation AI processors and systems is "exceedingly robust," a Wall Street analyst said Monday.

Investors Business Daily

Stock Market Today: Stocks End Higher Ahead of May PCE Data

Micron Technology, Walgreens Boots Alliance and Levi's were three of Thursday's biggest movers.

Kiplinger

Stock Market Today: Stocks End Mixed After Powell Speech

Intel and Walt Disney were two of the worst Dow Jones stocks Wednesday.

Kiplinger

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Investors Business Daily

Next Big Buyers Of Nvidia AI Systems: Sovereign Nations

The next wave of buyers of artificial intelligence systems from Nvidia will come from sovereign nations, a Wall Street analyst says.

Investors Business Daily

Micron Stock Gets Big Price-Target Hike Ahead Of Earnings Report

Micron Technology has a bright outlook for 2024 thanks to a recovering memory-chip market, a Wall Street analyst said in a report.

Investors Business Daily

Lam Research Earnings Beat Pushes Semiconductor Equipment Stocks Higher

Chip gear stocks surged Thursday after Lam Research reported better-than-expected June-quarter results and guidance.

Investors Business Daily

AI Stocks: In Case You Missed It This Week On Artificial Intelligence News

With investors homing in on AI stocks, management at many companies continued to call out generative AI on earnings calls with analysts.

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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

AI Stocks: In Case You Missed It This Week

Artificial intelligence startup OpenAI, Microsoft and Baidu led the way this week in new developments for AI stocks. Accenture reports earnings March 23.

Investors Business Daily

When Will ChatGPT, Artificial Intelligence Drive Nvidia Sales?

Nvidia has gotten a boost lately from companies ramping up artificial intelligence initiatives using the chipmaker’s processors.

Investors Business Daily

Qualcomm Joins Other Chipmakers Guiding Lower For The March Quarter

Wireless-chip giant Qualcomm has joined the parade of chipmakers guiding below Wall Street's estimates for the March quarter.

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.

Benzinga

There Are 'A Lot Of Reasons' To Like This Semiconductor Stock Says Pete Najarian

Micron Technology, Inc. (NASDAQ: MU) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report."

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