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The Latest Breaking News from Timothy Arcuri

AMD Raises AI Chip Price, Confident It Can Compete With Nvidia

AMD stock rose Monday on reports that it has increased the price of its high-end AI chip in a show of confidence vs. Nvidia.

Investors Business Daily

Nvidia, AI Chipmakers Buoyed By Google Capex, Trump Plan

The Trump administration's "AI Action Plan" and Google's increased data center spending are likely to buoy Nvidia and other AI chip stocks, analysts say.

Investors Business Daily

Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga

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Dear Nvidia Stock Fans, Mark Your Calendars for May 28

Nvidia is set to report its highly anticipated Q1 earnings on May 28, a key event for investors to watch.

Barchart

Dear NVDA Stock Fans, a Major Relief Catalyst Could Be Coming in July

Nvidia is reportedly downgrading its H20 chip to make it eligible for export to China. Is that a reason enough to load up on NVDA shares today?

Barchart

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

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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

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

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

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Investors Business Daily

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.

Fortune

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.

Investors Business Daily

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.

Kiplinger

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.

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Kiplinger

Stock Market Today: Stocks End Mixed After Powell Speech

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

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.

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.

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