The Latest Breaking News from James Schneider

Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear

Both chipmakers are riding the AI wave, but only one offers the risk/reward profile Goldman Sachs likes best.

Barchart · Jul 6

As AMD Surges 16% Following Earnings, Here's What Barchart Data Says Comes Next for AMD Stock

AMD stock rallies on stellar Q1 earnings and encouraging future guidance. But Barchart data suggests AMD shares are not out of juice just yet.

Barchart · May 6

Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Barchart · Dec 5, 2025

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

Benzinga · Nov 12, 2025

Nvidia's $500 Billion Dream Looks Real – And Goldman Is More Bullish Than Ever

Despite a 9% weekly rally that pushed Nvidia Corp. (NASDAQ:NVDA) to a $5 trillion valuation milestone, Goldman Sachs says the party is far from over.

Benzinga · Oct 31, 2025

Lam Research Stock Gains On Solid Results, Analyst Highlights AI-Driven Outlook

Lam Research Corp (NASDAQ:LRCX) announced its quarterly results and guidance ahead of the Street.

Benzinga · Oct 23, 2025

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Benzinga · Oct 14, 2025

OpenAI's $500 Billion Chip Bet: Is Broadcom The Next AI Winner?

OpenAI is accelerating its push to dominate the artificial intelligence landscape with a staggering $500 billion chip initiative involving Broadcom Inc. (NASDAQ:AVGO).

Benzinga · Oct 13, 2025

Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work

Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.

Benzinga · Oct 6, 2025

Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Shares of Intel Corp. (NASDAQ:INTC) soared 28% on Thursday—notching their best session ever—after Nvidia Corp. (NASDAQ:NVDA) announced it would pour $5 billion into the rival chipmaker.

Benzinga · Sep 19, 2025