KeyBanc Capital Markets highlights top semiconductor stocks for 2025, including Nvidia, Arm Holdings, and Applied Materials, ...

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy ...

Nvidia is dropping more than 8% in pre-market as news of China's DeepSeek model performance trend in the media. Check out ...

Through its ARM-based CPUs specialized for artificial intelligence workloads, the research company cautioned in a note to ...

Melius has adjusted its revenue growth estimates for AMD. The firm now projects only a 3% growth in AMD’s PC CPU revenue by ...

Melius lowered its AMD price target to $129 from $160 and noted that the rise of AI-optimized PCsdriven by Nvidia's Project ...

Arm Holdings (NASDAQ: ARM) is a key player in the global semiconductor industry. It designs, develops, and licenses its ...

Reitzes downgrades AMD to Hold, lowers price target to $129. Cautious on x86 servers & PCs due to Nvidia competition. Slashes ...

Advanced Micro Devices (AMD – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Ben ...

DeepSeek removes cost barriers to AI training, opening the door to much broader adoption and competition in the IT ...

Melius Research downgraded AMD (AMD) to Hold from Buy with a price target of $129, down from $160. The downgrade is not due to DeepSeek, rather ...

The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its ...