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The Latest Breaking News from GF Securities

This Analyst Just Cut His Price Target on Dell Stock. Here's Why.

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

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Apple’s AI Strategy Looks Different—Will It Pay Off?

Apple shares fell about 8% after strong earnings as GF Securities downgraded the stock to Hold, citing an unclear AI growth engine despite a Moderate Buy consensus.

MarketBeat

This Analyst Just Downgraded Apple Stock. Here's Why.

Apple stock sinks as muted guidance makes GF Securities downgrade it to 'Hold.' Here’s what the investment firm said in its research note today.

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Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here.

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

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

Supermicro announced a new partnership with Red Hat.

Barchart

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.

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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.

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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.

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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.

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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.

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Dear Qualcomm Stock Fans, Mark Your Calendars for June 24

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

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Should You Buy AMD Stock Before Earnings on May 5? GF Securities Says Yes.

Analysts are hiking their price targets ahead of AMD's earnings on May 5th. Is it time to back up the truck?

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Why GF Securities Analysts Think You Should Buy Taiwan Semi Stock Now Before April 16

GF Securities remains bullish on TSM stock ahead of April 16, citing strong AI-driven demand and expectations for another earnings beat.

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Should You Chase the Rally as Micron Stock Bounces Back?

Micron stock rallied yesterday on a constructive GF Securities note and signs of easing geopolitical tensions in the Middle East. Here’s why MU shares are worth buying into strength.

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Micron Stock Just Got a New Street-High Price Target. Should You Buy MU Now?

Analysts at GF Securities believe the stock is worth $571.

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Dear Nvidia Stock Fans, Mark Your Calendars for March 16

Nvidia’s GTC 2026 kicks off on March 16 and could serve as the next major catalyst for NVDA stock.

MarketBeat

NVIDIA Analysts Say Buy Ahead of Q4 Earnings, With Conviction

NVIDIA's favorable market setup has its price on track to rise by 100% to 200% over the next few years as AI spending plans convert to revenue and earnings.

Barchart

1 of the Best ‘Picks-and-Shovels’ Stocks to Buy Instead of Nvidia in 2026

Lumentum is emerging as a critical supplier to the next wave of AI infrastructure, with co-packaged optics potentially driving another leg of growth into 2026 and beyond.

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Analysts See Super Micro Computer Finally Staging a Turnaround. Should You Buy SMCI Stock Now?

Super Micro Computer posted its Q2 Results earlier this week. Here is why analysts believe the stock can turn things around from here.

Tom’s Guide

iPhone 17 vs iPhone 16: Here's the biggest rumored upgrades

Based on all the rumors and leaks, will iPhone 17 be worth upgrading to over iPhone 16? Let's find out.

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