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The Latest Breaking News from Stacy Rasgon

Qualcomm Q4: Analysts Expect Earnings Beat With Solid 5G Business, But Question AI Monetization Timeline

Analysts expect Qualcomm Inc. (NASDAQ:QCOM) to report a fourth-quarter earnings beat, driven by sustained strength in its core 5G handset business. However, this expected solid performance is set against a backdrop of increasing questions from analysts and investors about the tangible timeline for monetizing the company’s significant investments in artificial…

Benzinga

Nvidia-OpenAI Deal Sparks 'Circular' Investment Concerns, Says Analyst: 'Incremental Worries Around...'

Nvidia Corporation‘s (NASDAQ: NVDA) recent investment in OpenAI has sparked investor concerns that the startup might buy Nvidia chips, creating a “circular” investment loop and raising questions about the move's rationale and potential impact on Nvidia's stock.

Benzinga

'Not What You Think': NVIDIA CEO Jensen Huang Reveals Real Reason Behind $5 Billion Intel Investment

In a move that caught the tech world off guard, NVIDIA CEO Jensen Huang is clarifying the company's $5 billion investment in Intel.

International Business Times UK

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Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

The Trump Admin Could Soon Invest in Intel. How Should You Play INTC Stock Here?

Intel stock rallied today on reports the US government may soon take a sizable stake in the chipmaker. Bernstein says federal backing isn’t an all-clear for INTC shares.

Barchart

How once-iconic Intel fell into a 20-year decline

Its CEO is under fire. It has lost its edge. And it’s still the only U.S. company with the know-how to make leading-edge chips in America.

Fortune

Intel has just 18 months to 'land a hero customer on 14A' or its cutting-edge fabs are toast, says chip industry analyst

Tick, tock, the clock's a tickin'.

PC Gamer

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Should You Buy the Post-Earnings Plunge in Intel Stock?

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Barchart

As NVDA Stock Sets New Record, Nvidia Eyes Expansion in Israel

Nvidia stock closed Wednesday in the green following reports the AI firm is considering expanding in Israel. Bernstein says NVDA shares hitting $4 trillion is not the end of the company’s growth story.

Barchart

Broadcom Set to Surge as AI Diffusion Rule Ends

While NVIDIA and AMD are striking first with new deals after the end of AI Diffusion, Broadcom is waiting in the wings to receive a potentially huge payoff.

MarketBeat

Bernstein Is Still Bullish on This 1 Magnificent 7 Stock: ‘This Stock at These Levels Is Probably Worth a Look’

Analysts have identified an opportunity in NVDA shares here.

Barchart

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Tom’s Hardware

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

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news in one place.

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Barchart

CEO Jensen Huang Says Trump Is Providing a Boost to Nvidia With AI Policies. Can He Lift NVDA Stock?

CEO Jensen Huang says the Trump administration is a boon for Nvidia stock, making analysts reiterate their bullish view on NVDA.

The Independent UK

What is DeepSeek, the Chinese AI company upending the stock market?

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and fueling debates over the economic and geopolitical competition between the U.S. and China in developing AI technology

Barchart

DeepSeek ‘Doomsday’ for Nvidia Stock? 3 Reasons This Analyst Says ‘No.’

Bernstein analyst Stacy Rasgon isn’t letting DeepSeek shake his confidence in semiconductor stocks.

Barchart

2 Chip Stocks to Buy in 2025 That Aren't Nvidia

The semiconductor industry is poised for explosive growth, and these two chip names that aren’t Nvidia stand out as solid investment opportunities for the upcoming year.

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news in one place.

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Tom’s Hardware

Intel's stock drops 30% overnight —company sheds $39 billion in market cap

Intel capitalization drops by $39 billion overnight due to modest business outlook and a massive layoffs plan.

Chicago Sun-Times

Nvidia’s rising star gets even brighter with another stellar quarter propelled by sales of AI chips

Nvidia’s specialized chips powered the firm to second-quarter revenue of $13.51 billion, or $2.48 per share, more than nine times higher than the company made a year ago.

Zenger

Lam Research Poised For ‘Solid Start To The Year’ As 3 Analysts Discuss Q4 Print

Shares of Lam Research Corporations piked in early trading, after the company reported upbeat quarterly results

Zenger

Intel’s Q2 Results Get Mixed Reactions From 4 Analysts: ‘AI Contribution Remains Modest’

Analysts are diving into second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close

Windows Central

PC market might return to normal this year analyst says noting Intel and AMD reports

The PC market has taken a dive in recent years, but it's looking like things could look "less ugly" by end of year.

Financial Times

Can Intel become the chip champion the US needs?

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech’s most complex turnrounds

Tribune News Service

Qualcomm posts weaker results amid sluggish global smartphone demand

Global economic headwinds that began late last year continue to batter Qualcomm's financial results, with weak demand for smartphones and bloated inventories at manufacturers expected to linger at least through the first half of this calendar year.

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