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The Latest Breaking News from Srini Pajjuri

Broadcom Rallies As Chipmaker Shows AI Demand Remains Healthy

Broadcom provided welcome news to investors concerned that the buildout of AI infrastructure had run out of steam.

Investors Business Daily

Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks

China's DeepSeek is roiling AI stocks as Wall Street mulls demand for Nvidia chips and huge capital spending by tech industry giants.

Investors Business Daily

Nvidia Stock In Focus As Analysts Boost Price Targets For AI Chip Giant

At least five research firms raised their price targets on Nvidia stock on Thursday ahead of the AI chipmaker's fiscal Q3 earnings report.

Investors Business Daily

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Arm Stock Retakes Key Level After Getting Fresh Buy Rating

Arm stock received a fresh buy rating from a Wall Street analyst who sees the chip designer benefiting from the AI boom.

Investors Business Daily

Marvell Seen As Possible Buyer Of Intel's Altera Unit

Marvell Technology is a likely bidder for Intel's Altera unit should Intel decide to sell the programmable chip business.

Investors Business Daily

Nvidia Stock, Hardware Partners Punished By AI Chip Delay

Nvidia stock and shares of data-center hardware vendors tumbled amid reports of a delay for Nvidia's next-generation AI processor.

Investors Business Daily

ASML Stock Premium Valuation Is Justified: Report

ASML stock is in record-high territory after its recent breakout and a Wall Street analyst says the semiconductor equipment leader deserves its premium valuation.

Investors Business Daily

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Micron Stock Hits Record High, Sparks Chips Rally As Analyst Cites 'AI Semi FOMO Trade'

Micron stock soared after the memory-chip maker smashed estimates for its fiscal Q2 and guided above views for the current period.

Investors Business Daily

Apple Forecasts Weak March-Quarter Sales, Launches Vision Pro

While Apple is forecasting a sales decline in the March quarter, it is upbeat about the rest of the year thanks to AI and Apple Vision Pro.

Investors Business Daily

IBD Stock Of The Day: AMD Surges After Rolling Out New AI Chip To Challenge Nvidia

AMD stock is surging the day after the company unveiled a line of chips optimized for AI.

Investors Business Daily

Intel Stock Rallies As PC Market Shows Signs Of Recovery

Intel stock jumped on Friday after the chipmaker delivered better-than-expected results for the third quarter and guided higher.

Investors Business Daily

Stock Market Today: Stocks Close Lower After Fed Minutes

While the major indexes finished lower for a second straight day, Target gained ground after its Q2 earnings beat.

Kiplinger

AMD Beats Estimates As Server And PC Processors Drive Revenue Growth

Strong demand for advanced processors and upcoming AI chip launch fuel optimism for AMD's future prospects.

Zenger

AMD’s Q2 Earnings Awaited As AI Race With Nvidia Intensifies

Analysts expect a decline in EPS, but multiple growth drivers could boost AMD's performance in the next few months.

Zenger

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news in one place.

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Investors Business Daily

Dow Jones Up As Apple Crumbles; Could Elon Musk Cut Prices After This Tesla Stock Call?

The Dow Jones gained despite rising fears. Elon Musk may have to cut prices again, according to a Tesla stock analyst. Apple stock fell.

Investors Business Daily

Apple Stock Falls On Lower PC Shipments; Micron, WDC Pop On Memory Chip Cut

Apple stock fell after PC shipments dropped 40% while shares in Micron and Western Digital rose amid Samsung's cut in memory chips.

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