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 ...

AMD (AMD) shares rallied close to $120 again to erase more than half of their DeepSeek-inspired losses as analysts stuck 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 ...

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

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 ...

Shares of semiconductor company Advanced Macro Devices (AMD) have declined more than 34% over the past year, in contrast to the 98% rally in ...

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

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

Advanced Micro Devices was downgraded to Hold from Buy by Melius Research, in a move not related to DeepSeek, but rather due ...