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Intel's new AI chip skips the costly memory Nvidia relies on
TheStreet67d agoneutral
Intel's new AI chip skips the costly memory Nvidia relies on

Scarcity has a way of making people forget there was ever another option. When one ingredient becomes the thing everyone needs at once, the price stops behaving like a price and starts behaving like a ransom. We have watched this happen with oil, with shipping containers, with baby formula, and ...

Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node Leadership
Insider Monkey67d agoneutral
Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node Leadership

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best most active stocks to buy according to hedge funds. Bernstein SocGen Group increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $430 from $351 on May 18, while upholding an Outperform rating on the company stock. The firm anticipates the company’s earnings […]

Intel (INTC) Valuation Check After Sharp One Year Surge And Conflicting Fair Value Signals
Simply Wall St.67d agobullish
Intel (INTC) Valuation Check After Sharp One Year Surge And Conflicting Fair Value Signals

Intel stock snapshot after recent performance moves Intel (INTC) has drawn investor attention after recent share price swings, including a decline of about 1% over the past day and 13% over the past week, alongside stronger long-term returns. See our latest analysis for Intel. That pullback sits against a strong backdrop, with the share price up 8.34% over 30 days and 136.79% over 90 days, while the 1-year total shareholder return is very large at more than 4x. If Intel’s surge has you...