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The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.
Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.
AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be watching. The crowded chip trade already prices in every bullish scenario investors can dream up. Retail money piles in on every dip, options ... Forget Hyperscalers, These Stocks Are The New AI Plays
The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.
Advanced Micro Devices just disclosed an equity position in Marvell Technology.
Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
SoundHound AI and Aurora Innovation both have to execute on turning opportunity into revenue.
Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy rating on Intel (NASDAQ:INTC), citing an entirely new total addressable market framework built around agentic CPU workloads. For long-term investors, the call reframes ... Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?
Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.
Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.
Recent developments in AI chips have demonstrated their critical role in enhancing defense systems, as highlighted by Safe Pro Group Inc.'s recent financial report. The company has capitalized on the surging demand for AI-powered solutions, notably its new Edge compute solution, which significantly boosted its quarterly revenue by 560%. Their AI-driven products, particularly in drone-based video and imagery analysis, contributed to an impressive 2,400% revenue increase, underscoring the...
Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.
In a nondescript building on Kirtland Air Force Base on the high desert of New Mexico, liquid-cooled supercomputers gurgle and hum their way through some of the most complex math problems the U.S. government seeks to solve: simulating how hypersonic nuclear weapons would move through the earth's atmosphere, or what would happen if one nuclear warhead detonated near another. For more than a decade, the chips handling this secretive and demanding work came from mainstream semiconductor firms like Nvidia or Advanced Micro Devices. But with those companies increasingly designing their chips for artificial intelligence and facing supply shortages, the managers in charge of the systems at Sandia National Laboratories, which operates the machines at Kirtland and is one of three U.S. labs tasked with developing and maintaining the nation's nuclear weapons arsenal, are increasingly unsure how they will find computing power for high-precision scientific work like theirs.
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125
New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 12, Mizuho lifted its price objective on the company’s stock to $515 from $415 and kept an “Outperform” rating on the shares. As per the firm, agentic AI has been fueling server demand. The firm increased the […]
In early May 2026, Advanced Micro Devices filed a US$29.23 billion shelf registration for up to 65 million common shares tied to employee stock plans, while also reporting first‑quarter revenue of US$10.25 billion and net income of US$1.38 billion. At the same time, accelerating demand for AMD’s AI data center chips, new collaborations like Green Hills Software on Versal AI Edge Gen 2, and stronger revenue guidance have reinforced the company’s position in high‑performance compute and AI...
Nvidia is well-positioned to continue shaping the future of artificial intelligence.
Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...
Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.
AMD reached 27.4% unit share of the server processor market in Q1 2026. The gain came at the expense of Intel and reflects a shift in server CPU leadership. Growth in hyperscaler spending and agentic AI workloads is supporting this share move. For investors watching NasdaqGS:AMD, the latest server CPU share data highlights a meaningful development in a high-margin part of the business. The stock is trading at around $424.1, with returns of 64.3% over the past 30 days, 89.8% year to date,...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 10 Stocks That Will Profit from AI. Their “AI Everywhere, for Everyone” strategy focuses on providing an open software ecosystem (ROCm) and hardware that spans from data centers to AI PCs. On May 13, 2026, Bank of America adjusted the firm’s price target on Advanced […]
