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Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower. The PHLX chip ... 3 Semiconductor Stocks to Buy While They Are Down in June
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026. In their place, Smith opened brand-new long positions in Lamb Weston (NYSE:LW) and CarMax (NYSE:KMX), and added to existing stakes in ... The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks
Agentic AI will be a powerful growth driver.
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.8% in the afternoon session after macro rate relief from the Iran peace deal, a Wells Fargo price target increase, and positive positioning ahead of a June 24 Investor Day drove renewed market interest.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.6% in the afternoon session after Citi analyst Atif Malik upgraded the stock to Buy from Neutral and raised his price target to $575 from $460, making the case that "the market has yet to fully recognize AMD as a legit second source in the GPU market."
The S&P 500 Index ($SPX ) (SPY ) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.64%. June E-mini S&P futures (ESM26 ) rose +0.65%, and June E-mini Nasdaq futures (NQM26 ) rose...
Citi upgraded AMD to ‘Buy’ and lifted its price target, stating that investors should also be looking at the company’s graphics processing unit’s potential.
AMD shares rally as Citi issues a largely bullish note on the chipmaker. Here’s why analyst Atif Malik believes AMD stock will rip higher from here.
The upgrade points to growing confidence in AMD's role in AI and data center chips.
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, ...
Citi raises AMD price target to $575 from $460
Shares of Intel (NASDAQ:INTC) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today. Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed ... Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the most aggressive bull calls on the stock to date, putting a fresh spotlight on the AI accelerator narrative. Citi analyst Atif Malik upgraded AMD shares from Neutral ... Wall Street Just Put a Monster Target on AMD. Is the Stock Still Too Cheap?
AMD's gaming revenues rise on Radeon 9000 demand, but a sharper slowdown looms as higher costs and weaker console sales pressure growth.
A Wall Street analyst on Friday upgraded AMD stock to buy from neutral, saying its GPU business is undervalued.
NVDA's Vera CPU push targets agentic AI and AI factories as its platform strategy aims to carve out space in a market led by x86 giants.
AMD Stock Rises After Citi Upgrade. Here's What Changed
Pre-Market Stock Futures: Futures are trading higher as excitement builds for the Elon Musk Space Exploration Technologies IPO (NASDAQ: SPCX), which is priced at $135 per share and set to begin trading later today. We saw a big risk-on Thursday, which produced a massive rally across the major indices, as once again, President Trump said ... Here Are Friday’s Best Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, Ares Capital, Coca Cola, e.l.f. Beauty, FormFactor, Kratos Defense,
Treasure Global Inc. has secured a US$15 million contract to develop an AI-powered Social Listening Platform for Creative World Industries, emphasizing the growing demand for AI systems that convert digital data into actionable insights. This platform leverages machine learning and NVIDIA-powered infrastructure to provide real-time sentiment and trend analytics across various sectors. The deployment underscores a trend in the AI chips industry towards enhancing real-time decision intelligence...
Investing.com -- Citi has upgraded Advanced Micro Devices to Buy from Neutral, raising its price target to $575 from $460, arguing that the company's emergence as a "legit second source in the GPU market" is not yet reflected in the stock price.
Advanced Micro Devices (AMD) has gained about 128.45% year to date, at the time of writing, Thursday afternoon, June 11. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.47% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, but what is ...
Advanced Micro Devices stock has roared higher on enthusiasm for its central-processing units but Citi analyst Atif Malik sees another catalyst.
Venture capitalist Marc Andreessen famously said that software was eating the world. Now, AI is eating the stock market. SpaceX, by virtue of its February merger with xAI, is the first of the money-losing frontier artificial intelligence companies to go public, beating OpenAI and Anthropic, albeit with a twist.
U.S. stock markets closed sharply higher rebounding after two days of stiff losses.
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