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The Latest Breaking News from Timothy Arcuri

3 Stocks Rallying on Micron's Price Boost: Substance or Hype?

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

MarketBeat

Micron Stock Price: Expert Claims It Could Rerate Like Nvidia As UBS Raises Target Price to 200%

Micron's stock price could surpass record highs, driven by AI demand, according to a bullish Wall Street analyst. The tech company's shares have surged 850% in the past year.

International Business Times UK

MU Stock Alert: Micron Just Joined the Trillion-Dollar Club

UBS analysts believe Micron stock is not out of juice just yet. Here’s why the investment firm is bullish on MU shares for the remainder of 2026.

Barchart

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Micron Leads Tech as Nasdaq Hits High: Stock Market Today

Investors, traders and speculators emerged from a three-day weekend optimistic about the long-term impact of artificial intelligence.

Kiplinger

Why did Nvidia’s strong earnings fail to spark NVDA stock rally? Here's what investors are worried about

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition.

The Economic Times

AMD’s AI CPU Opportunity Is Getting Bigger and So Is the AI-Driven ‘Boom’ for AMD Stock

AMD is gaining server CPU market share as AI-driven inference demand grows. Can its expanding CPU opportunity support further upside?

Barchart

Should You Buy Nvidia Stock Before February 25? UBS Analysts Say ‘Yes.’

UBS says circumstances are favorable for Nvidia ahead of earnings.

Barchart

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Should You Buy Intel Stock Before Earnings on January 22? UBS Analysts Say Yes.

Intel has been mounting a recovery, but a failure in Q4 could end up ruining the rally. This analyst believes otherwise and has increased his price target instead.

Barchart

Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

Kiplinger

Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga

Dear Nvidia Stock Fans, Mark Your Calendars for May 28

Nvidia is set to report its highly anticipated Q1 earnings on May 28, a key event for investors to watch.

Barchart

Dear NVDA Stock Fans, a Major Relief Catalyst Could Be Coming in July

Nvidia is reportedly downgrading its H20 chip to make it eligible for export to China. Is that a reason enough to load up on NVDA shares today?

Barchart

Intel Stock Is Falling Victim to the Trade War. How Should You Play INTC Here?

China’s retaliatory tariffs on American goods are hurting Intel stock on Friday. But a UBS analyst sees reason to buy INTC shares on the pullback.

Barchart

Analyst claims Nvidia's gaming GPUs could use Intel Foundry's 18A node in the future

According to an analyst, Broadcom and Nvidia are reportedly close to adopting Intel Foundry as their manufacturing partner.

Tom’s Hardware

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PC Gamer

Intel is reportedly 'working to finalize commitments from Nvidia' as a foundry partner, suggesting gaming potential for the 18A node

We'll only have to wait a few more weeks to hear what's what from Intel.

Fortune

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

Barchart

Nvidia Stock: UBS Expects ‘Strong Results’ When the Company Reports Q4 Earnings

Analyst Timothy Arcuri believes the chip giant's results will exceed expectations.

Kiplinger

Oracle Stock Surges on Trump's Stargate Project

Oracle stock is higher Wednesday after President Trump announced the $500 billion AI-focused Stargate Project. Here's what you need to know.

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Kiplinger

Nvidia Earnings: Live Updates and Commentary

Nvidia's most recent earnings report came in better than expected, but shares sold off in reaction. Here, Kiplinger experts shared news and analysis on the event.

Fortune

Nvidia stock is sinking. Wall Street analysts say it's still a 'Buy'

Despite concerns about margins and guidance, Wall Street is mostly convinced the 'AI revolution' is just getting started, and Nvidia remains a buy.

Kiplinger

Stock Market Today: Stocks End Higher Ahead of May PCE Data

Micron Technology, Walgreens Boots Alliance and Levi's were three of Thursday's biggest movers.

Kiplinger

Stock Market Today: Stocks End Mixed After Powell Speech

Intel and Walt Disney were two of the worst Dow Jones stocks Wednesday.

Benzinga

There Are 'A Lot Of Reasons' To Like This Semiconductor Stock Says Pete Najarian

Micron Technology, Inc. (NASDAQ: MU) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report."

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