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Palantir’s latest AI move gives Wall Street more to consider

The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

On June 11, Intel (INTC) received a Wall Street revamp that could flip the script on its stock performance, according to a research note shared with me at TheStreet. Investors had been bracing for more skepticism around Intel’s turnaround. The company still faces fierce pressure from Nvidia, ...

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...