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Advanced Micro Devices Inc

Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, AMD, Estee Lauder, Oracle, Yelp & more

October 13, 2025 by Admin
Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, AMD, Estee Lauder, Oracle, Yelp & more

Here are Monday’s biggest calls on Wall Street: Goldman Sachs initiates StubHub as buy Goldman said the ticketing company is well positioned. “We are initiating coverage of StubHub Holdings (STUB) with a Buy rating and a $46 12-month PT.” Mizuho reiterates Advanced Micro Devices and Nvidia as outperform The firm …

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OpenAI’s dominance is unlike anything Silicon Valley has ever seen

October 11, 2025 by Admin
OpenAI’s dominance is unlike anything Silicon Valley has ever seen

OpenAI DevDay Ashley Capoot | CNBC Virtually every successful tech startup throughout history has faced the reality that it could get swallowed up or run over by a large incumbent at any moment. It’s part of daily life for an entrepreneur. But the company at the center of the current …

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New tariff threats crush stocks during a big week for Nvidia and key portfolio moves

October 11, 2025 by Admin
New tariff threats crush stocks during a big week for Nvidia and key portfolio moves

Wall Street’s weekly performance was near the flat line heading into Friday. Things started OK on the final trading day of the week, until President Donald Trump ‘s new China trade threats tanked the stock market. The S & P 500 lost 2.71% on Friday — the worst single-session decline …

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Market sell-off: Trump post lops off $2 trillion from stocks in a single day

October 11, 2025 by Admin
Market sell-off: Trump post lops off  trillion from stocks in a single day

U.S. President Donald Trump looks on during an announcement about lowering U.S. drug prices, at the White House in Washington, D.C., U.S., Oct. 10, 2025. Kent Nishimura | Reuters On Friday morning, the S&P 500 was less than a couple of points from another all-time high. Then, after a single …

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AMD’s deal with OpenAI gives Nvidia much-needed challenger in market it dominates

October 8, 2025 by Admin
AMD’s deal with OpenAI gives Nvidia much-needed challenger in market it dominates

Lisa Su, CEO of AMD, left, and Jensen Huang, CEO of Nvidia Benoit Tessier | Ritzau Scanpix | Mads Claus Rasmussen | Reuters In the 1990s, when Intel dominated the PC chip market, the semiconductor maker needed Advanced Micro Devices to exist as a viable No. 2 to help avoid …

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OpenAI DevDay live: Jony Ive says pace of change in AI is ‘extraordinary’

October 6, 2025 by Admin
OpenAI DevDay live: Jony Ive says pace of change in AI is ‘extraordinary’

OpenAI DevDay 2025 is complete That’s a wrap on this year’s DevDay! Altman and Ive exited the stage, and the attendees are leaving the venue to head outside for a reception. Thanks for following along with CNBC. —Ashley Capoot Ive hopes to build tools that ‘make us happy’ In closing, …

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AI startup Nscale came out of nowhere and is blowing away Nvidia CEO Jensen Huang

September 17, 2025 by Admin
AI startup Nscale came out of nowhere and is blowing away Nvidia CEO Jensen Huang

Nscale, the UK-headquartered AI infrastructure provider. Courtesy: Nscale Two years ago, Nscale was a brand new startup in the U.K. that had yet to raise any outside funding or officially announce its existence. Last year the London-based company came out of stealth, and in December announced that it had raised …

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We raised our Broadcom price target after a stock pop that was all about the conference call

September 4, 2025 by Admin
We raised our Broadcom price target after a stock pop that was all about the conference call

Broadcom on Thursday evening reported a strong quarter and a solid guide. But the stock really got going after CEO Hock Tan talked about $10 billion in custom AI-related orders from a new customer. Revenue in the fiscal 2025 third quarter, which ended Aug. 3, increased 22% year over year …

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Inside Texas Instruments’ $60 billion U.S. megaproject, where Apple will make iPhone chips

August 22, 2025 by Admin
Inside Texas Instruments’  billion U.S. megaproject, where Apple will make iPhone chips

When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% …

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Best Stocks: These two major chip equipment stocks on our list are approaching new highs

August 11, 2025 by Admin
Best Stocks: These two major chip equipment stocks on our list are approaching new highs

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I’ll start with a chart that caught my eye showing two of the seven semiconductor companies on our Best Stocks in the Market list essentially being …

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