Actualités

I’ll cut straight to the verdict. Strategy (NASDAQ:MSTR), the Bitcoin treasury vehicle formerly known as MicroStrategy, has been gutted over the past year, but our model sees a meaningful rebound from here. Current shares trade at $184.42, and the 24/7 Wall St. price target for Strategy is $433.31, implying 134.96% upside over the next 12 ... Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside

US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this

Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli

Ben Carlson has a clean explanation for why the S&P 500 keeps grinding higher even when valuations look stretched and consumer sentiment sits in the dumps. The answer is the automatic plumbing of 401(k)s and IRAs that drips money into stocks every two weeks whether anyone feels good about the market or not. Speaking with ... Ben Carlson Explains Why Automatic 401(k) Contributions Keep Markets Rising Despite High Valuations

Is HIMX a good stock to buy? We came across a bullish thesis on Himax Technologies, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on HIMX. Himax Technologies, Inc.’s share was trading at $11.56 as of May 4th. HIMX’s trailing and forward P/E were 47.31 and 9.84 respectively according to Yahoo Finance. […]

Nebius stock soars after quarterly results.

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

Plug Power (NASDAQ:PLUG) stock just received its second analyst price target raise in the same week. Susquehanna analyst Charles Minervino lifted his price target on Plug Power to $3.75 from $2.75, keeping a Neutral rating following the company’s first-quarter results. The revision tracks a sharp improvement in Plug Power’s underlying economics under Project Quantum Leap, ... Susquehanna Hikes Plug Power Price Target to $3.75 as Project Quantum Leap Shows Progress

AI chip demand and Blackwell momentum keep accelerating

Jensen Huang joins delegation ahead of Trump's meeting with Xi Jinping.

Nvidia CEO Joins Trump's China Trip. What It Could Mean for AI Chips

Humana (NYSE:HUM) stock received a price target raise to $254 from $182 from Piper Sandler, which maintained a Neutral rating. The move follows a Q1 2026 earnings beat driven by stronger Medicare Advantage performance and a favorable medical loss ratio (MLR). For prudent investors, the action signals that the longer-term margin recovery thesis is back in ... Piper Sandler Just Hiked Humana Price Target to $254: Medicare Advantage Beat Powers the Bull Case

Deutsche Telekom (ETR:DTE) reported what Chief Executive Tim Höttges called a “robust” start to 2026, citing broad-based growth across the group and an upgraded full-year outlook following stronger guidance from T-Mobile US. On the company’s first-quarter earnings call, Höttges said group organic s

It's time to look beyond megacaps and tech for the next wave of market leaders.

The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch.  Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

Nvidia (NVDA) CEO Jensen Huang is among the Big Tech executives accompanying President Trump on his trip to Beijing to meet with Chinese President Xi Jinping. He joins Tesla's (TSLA) Elon Musk and Apple's (AAPL) Tim Cook as part of this US delegation. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland talk about the latest news coming out of the administration's visit to China. Nvidia will be reporting first quarter earnings results next Wednesday, May 20.

Rigetti Computing (NASDAQ:RGTI) keeps grabbing quantum computing headlines on the strength of its 108-qubit Cepheus-1-108Q system and a cash-stuffed balance sheet. But here’s what you should actually be watching. The numbers underneath the story are ugly. Rigetti carries a $6.34 billion market cap against full-year 2025 revenue of just $7.09 million, which itself declined 34.31% ... Rigetti Has a $6 Billion Market Cap and $7 Million in Revenue. Here Are the Two Stocks Worth Owning Instead

Oklo stock sank on Wednesday after the company said its quarterly loss widened year over year.

Oklo stock sank Wednesday after the company said its quarterly loss widened year-over-year.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

Our Amazon (NASDAQ:AMZN) view is straightforward: the cloud and AI infrastructure story is accelerating, the model still has room to re-rate, and the recent pullback has reset valuation for long-term investors. The 24/7 Wall St. price target points to $333.60 over the next 12 months, an upside of 25.5% from $265.82. Our recommendation is buy ... Prediction: Amazon Is a Strong Buy With 25% Upside This Year

This company is often overshadowed by Nvidia and other chipmakers, but AI chips don't get made without it.

Micron Technology, Inc (NASDAQ:MU) gained in tandem with its semiconductor peers during Wednesday's premarket session as the tape leans risk-on with Nasdaq tracking higher and traders digesting fresh U.S.-China AI-chip headlines that can swing sentiment across the semiconductor supply chain, including memory. The setup is also being viewed through the lens of U.S.-China AI-chip tensions, which continue to shape visibility into data center buildout demand. President Donald Trump personally called

NVIDIA Gets Fresh Wall Street Boost: 18% Upside Call Sparks AI Valuation Frenzy

The SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) harvests income from large-cap American stocks by screening the Russell 1000 for companies combining high yield with quality and low financial risk. With ONEY trading near $125 and up about 20% over the past year, the question for holders is whether the distributions backing that performance are ... Russell 1000 Dividend ETF Hits $125 as Johnson & Johnson Leads The Safety Test

Intel Corp (NASDAQ:INTC) shares are trading higher by 2.5% in tandem with its semiconductor peers during Wednesday’s premarket session as traders lean into a firmer tech tone and U.S.-China chip headlines keep semiconductors in focus. The move is also consistent with a market backdrop where Nasdaq is leading early, with QQQ up 0.57% in premarket trading. The latest chip-policy headline centers on NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang joining President Donald Trump‘s China delegation after T

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign