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The Latest Breaking News from Joseph Moore

Cerebras Stock Sold Off After Earnings. Investors Who Panic Sell Are Ignoring the Smart Money.

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

Cerebras Stock Is Falling After Earnings. Morgan Stanley Says You Should Buy the Dip.

Cerebras Stock Is Falling After Earnings. Morgan Stanley Says You Should Buy the Dip.

Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.

SanDisk Says AI Is ‘Fundamentally’ Changing the NAND Market. Why That’s Good News for SNDK Stock.

SanDisk Says AI Is ‘Fundamentally’ Changing the NAND Market. Why That’s Good News for SNDK Stock.

SanDisk is cashing in as evolving data center demands elevate memory storage’s role, giving the company fresh momentum.

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Western Digital Stock Just Hit a New All-Time High. Here's Why.

Western Digital stock rallies on a bullish Morgan Stanley research note. Here’s why analyst Joseph Moore remains constructive on WDC shares.

A $550 Billion Reason to Buy Cerebras Stock

As Mizuho predicts a $550 billion market for fast AI inference by 2030, Wall Street is rightly excited about Cerebras stock.

Wedbush Thinks Cerebras Stock Is Ready for More Upside as CBRS Debuted at Just the Right Time

Fresh off one of the hottest IPOs in years, Cerebras is winning over Wall Street as Wedbush bets the AI upstart's best days are still ahead.

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

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Joseph Moore on Why Many Entrepreneurs Undervalue Their Businesses Before the Final Exit Strategy Begins

Joseph Moore on Why Many Entrepreneurs Undervalue Their Businesses Before the Final Exit Strategy Begins

According to a survey, 78% of family business executives expect a CEO transition within the next decade, while only 57% have established a succession plan.

International Business Times

Nasdaq Hits Correction Territory as Meta Slumps: Stock Market Today

Nasdaq Hits Correction Territory as Meta Slumps: Stock Market Today

Mega-cap stocks Meta and Alphabet weighed on the main indexes on Thursday, and surging oil prices didn't help.

Nvidia Stock Is Treading Water Below Its 50-Day Moving Average as GTC 2026 Kicks Off. How to Play It Here

Nvidia Stock Is Treading Water Below Its 50-Day Moving Average as GTC 2026 Kicks Off. How to Play It Here

Nvidia stock is in focus ahead of the firm’s annual GTC conference. Plus, a Morgan Stanley analyst recommends buying NVDA shares at current levels.

Nvidia Just Earned A Massive 41% Price Target Boost From Morgan Stanley — Broadcom Also Raised As AI Frenzy Accelerates

Nvidia Just Earned A Massive 41% Price Target Boost From Morgan Stanley — Broadcom Also Raised As AI Frenzy Accelerates

Morgan Stanley has raised its price targets for Nvidia Corporation (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO), citing the ongoing momentum in artificial intelligence (AI).

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Applied Materials Q4 Preview: Analyst Says 'Risk Reward Skewed To The Upside' Ahead Of Report

Applied Materials Q4 Preview: Analyst Says 'Risk Reward Skewed To The Upside' Ahead Of Report

Semiconductor giant Applied Materials (NASDAQ:AMAT) could highlight new AI-related products and how export restrictions to China are impacting the sector when the company reports fourth-quarter financial results Thursday after market close.

Should You Buy the Dip in Astera Labs Stock?

Should You Buy the Dip in Astera Labs Stock?

Astera Labs stock dropped after AMD announced a partnership with Oracle.

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Morgan Stanley Loves Nvidia Stock. The AMD-OpenAI Deal Doesn’t Change That.

Morgan Stanley analysts recently met with Nvidia executives and emerged with a favorable view of the company.

Micron Technology Analyst Turns Positive On Potential For Double-Digit Price Hikes, Higher Earnings

Micron Technology Inc (NASDAQ:MU) can potentially generate substantially higher earnings ahead, driven by multiple quarters of double-digit price hikes, according to Morgan Stanley.

1 Top AI Stock That’s on Wall Street’s Radar

For investors seeking exposure to the AI revolution beyond cloud data centers, this $3.4 billion company is one to watch.

Dear Nvidia Stock Fans, Mark Your Calendars for August 27

Should you be excited about chip giant Nvidia’s upcoming Q2 earnings this month?

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Morgan Stanley Says Nvidia Has ‘Exceptional’ Strength. Should You Buy NVDA Stock Here?

Nvidia stock gains after Morgan Stanley analyst raised its price target on the chipmaker. Here’s what could drive further upside in NVDA shares in the second half of 2025.

Intel’s Chip Strategy Shifts Again: Time to Buy the Dip?

While the risk remains high, so does the opportunity for recovery under Intel’s new leadership.

The Guardian - AU

‘The fandom is quite intense’: Guy Montgomery on the strange success of Guy Mont Spelling Bee

The comedian behind the game show that is ‘enjoyable to watch and irritating to take part in’, on dealing with fame in Australia and why ‘no one cares’ in New Zealand

Intel Is Cooking Up a ‘Win-Win’ Deal With Taiwan Semi. How Should You Play INTC Stock Here?

Intel’s Lip-Bu Tan has met with TSMC chief executive to discuss a win-win collaboration. Here’s how you should play INTC shares after its Q1 earnings.

Can Nvidia Stock Take Out $1,000 by 2026?

Nvidia stock initially rallied after President Donald Trump announced a 90-day pause on most of his reciprocal tariffs. But is that a definitive “all clear” that could push NVDA past $1,000?

This 1 Unlikely Small-Cap Is an S&P Standout in 2025, But Is It a Buy Right Now?

With Western Digital’s spinoff complete, SanDisk makes its mark in the S&P SmallCap 600. So, is this a wise time to pay attention?

Google’s AI Investments Worry Investors, but Nvidia Stock Could Win Big

While Google’s AI spending spree is raising investor concerns, Nvidia’s dominance in high-performing chips keeps it poised to benefit from the industry’s rapid infrastructure boom.

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