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Investing.com34d agoneutral
Apple explores chip acquisitions to bolster AI server capabilities

Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current

William Blair Initiates Advanced Micro Devices (AMD) With Market Perform Rating
Insider Monkey34d agoneutral
William Blair Initiates Advanced Micro Devices (AMD) With Market Perform Rating

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc. (NASDAQ:AMD) with a Market Perform rating without any price targets. ​The firm noted AMD to be among the major beneficiaries of the AI infrastructure boom as it […]

Nvidia (NVDA) Has an Unprecedented Competitive Edge, Says TD Cowen
Insider Monkey34d agoneutral
Nvidia (NVDA) Has an Unprecedented Competitive Edge, Says TD Cowen

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Stocks to Buy Now for High Returns. The stock remained mostly flat over the past month, with only a 1.18% gain. However, the Street remains bullish on the stock with analysts expecting more than 47% upside over the next 12-months. ​Recently, on July 8, TD Cowen analyst […]

Morgan Stanley Reiterates Nvidia (NVDA) As its Top Semiconductor Pick
Insider Monkey34d agoneutral
Morgan Stanley Reiterates Nvidia (NVDA) As its Top Semiconductor Pick

NVIDIA Corporation (NASDAQ:NVDA) provides GPUs and the CUDA-Q platform for quantum simulation, hybrid quantum-classical workloads and the integration of quantum processors with accelerated computing systems.. It is also one of the Best Quantum Computing Stocks to buy and Hold Forever. ​Recently, on July 11, Morgan Stanley reiterated NVIDIA Corporation (NASDAQ:NVDA) as its top semiconductor pick […]

Investing.com34d agobearish
Huang says Vera Rubin in production, dismisses delay reports

The denial of a delay is notable. Any credible delay in Vera Rubin's ramp would sharpen competitive pressure from AMD's advancing MI350 and MI400 roadmap, making the CEO's on-record rebuttal particularly consequential for investors who have priced Nvidia's product cycle into its elevated valuation.

ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
24/7 Wall St.34d agoneutral
ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?