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The Latest Breaking News from Karl Ackerman

AMD Stock Isn’t Undervalued, but Wall Street May Be Underestimating a Key Opportunity

AMD stock has surged over the past year, and BNP Paribas sees another leg higher as the chipmaker expands its position across CPUs, AI accelerators, and specialized inference silicon.

Barchart · Oct 8

Ciena Stock Heats Up After Evercore Upgrade. How $550 Could Be the Next Stop.

With optical connectivity, Ciena could find itself selling one of the most important solutions.

Barchart · Sep 26

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

The Economic Times · Aug 27

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Margin Expansion Makes Seagate Stock a Winner This Earnings Season, According to Analysts

AI-driven demand creates a favorable backdrop for Seagate’s margin expansion.

Barchart · Apr 16

Nvidia Could Send This AI Networking Stock 6 Feet Underground

Nvidia’s Ethernet entry threatens to derail Arista’s AI momentum.

Barchart · Jun 26, 2025

Down 44% from Highs, Will Micron Stock Keep Falling?

Micron stock trades 44% below all-time highs, trailing the broader markets and its semiconductor peers by a wide margin. Can the tech stock recover in the next 12 months?

Barchart · Sep 17, 2024

Stock Market Today: Stocks Rise in Choppy Day for Markets

Moderna was the worst S&P 500 stock today after the vaccine maker slashed its R&D budget.

Kiplinger · Sep 12, 2024

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Credo Shares Pop As Multiple Analysts Initiate Coverage And See Sharp Upside

Multiple analysts initiated coverage on Credo Technology Group Holding Ltd (NASDAQ:CRDO) with a positive stance. Goldman Sachs analyst Toshiya Hari initiated coverage on Credo with a Buy rating and price target of $23 (51.3% upside). Stifel analyst Tore Svanberg initiated coverage on Credo with a Buy rating and price target of $20 (31.6% upside). BofA analyst Vivek…

Benzinga · Feb 22, 2022

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