The Latest Breaking News from GF Securities

GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

The firm expects NAND prices to become stable by the end of the year.

Barchart · Sep 13

Intel’s $23 Billion Capital Raise May Have a Silver Lining for INTC Stock

Intel’s $23 billion raise could give its comeback story a fresh boost as its foundry business gains momentum.

Barchart · Aug 17

Wall Street Thinks Monolithic Power Is a Buy. Here’s Why It Might Be Right.

Monolithic Power is benefiting as increasingly power-hungry AI chips drive demand for its high-value power-management solutions.

Barchart · Aug 16

SMCI Stock Likely to Reverse from Oversold Levels as DCBBS Gains Growth Traction

Supermicro announced a new partnership with Red Hat.

Barchart · Jul 9

This Stock Could Be the Biggest Beneficiary as SpaceX Shifts to a Neocloud Model

Credo's revenue tripled last year, and analysts see SpaceX's emerging neocloud ambitions creating another major growth opportunity for the AI networking specialist.

Barchart · Jun 28

After a Nearly 200% Run Since February, GF Securities Downgraded Dell Shares. Don’t Count DELL Stock Out Just Yet.

Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.

Barchart · Jun 28

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

Barchart · Jun 25

GF Securities Reckons Qualcomm Will Be a Hit in the CPU Server Cycle. QCOM Stock Has a Rocky Road Ahead.

A larger total addressablea market may be a reason for optimism when it comes to Qualcomm.

Barchart · May 13

This Veteran Analyst Says AMD Stock Could Be the Next Big AI Infrastructure Winner

AMD is turning from an AI challenger into a serious infrastructure force as server CPU demand accelerates.

Barchart · May 13

Dear Qualcomm Stock Fans, Mark Your Calendars for June 24

Upcoming investor day will provide a roadmap for AI-driven growth acceleration.

Barchart · May 12