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Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
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Q3 earnings season is almost here — Here's what this analyst expects to see
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Trump considering tariffs on foreign electronic based on number of chips - Reuters
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AI investment remains on solid fundamental footing: Barclays
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Lynx Equity on Intel (INTC): 'we expect the stock to drift upwards powered by headlines to perhaps the $40-range'
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Hitachi Announces NVIDIA AI Factory
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Active options: NVDA TSLA INTC OPEN PLTR AAPL AMZN CRWV MSTR
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Active options: NVDA TSLA INTC OPEN HOOD AAPL AMZN PLTR MSTR
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Alphabet, not Nvidia, should be world's most valuable company says this analyst
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Quantum computing market could be worth $4 billion by 2030, BofA estimates
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Hassett: China Will Lose Ai Battle If Blocked From Nvidia Chips
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Bernstein on Intel (INTC): Looking For One More Bite of the AAPL?'
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NVIDIA (NVDA) PT Raised to $240 at Barclays
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Mizuho Reiterates Outperform Rating on NVIDIA (NVDA)
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NVIDIA (NVDA) director Mark Stevens sells 350K shares at $176.39/sh
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OpenAI partners plan to use debt financing to lease chips for Stargate AI data center project - Reuters
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Goldman First Take on Micron (MU): 'We expect the stock to move higher following a quarter and guidance that were well ahead of the Street', Expects Positive SNDK Reaction
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Active options: NVDA AAPL TSLA OPEN INTC AMZN AMD SNAP ORCL
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UBS Reiterates Buy Rating on NVIDIA (NVDA)
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DA Davidson Reiterates Buy Rating on NVIDIA (NVDA)
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Benchmark Reiterates Buy Rating on NVIDIA (NVDA)
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Bernstein on NVIDIA (NVDA): Strategic OpenAI Deal Likely to Be Taken Positively
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Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA) on OpenAI deal
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Melius Upgrades CoreWeave (CRWV) to Buy
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NVIDIA (NVDA) PT Raised to $225 at Evercore ISI
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Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)
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Active options: NVDA AAPL TSLA OPEN INTC CRWV SOFI AMD SNAP
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Barclays on NVIDIA (NVDA): 'we don’t think NVDA is getting enough credit'
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CFRA Upgrades NVIDIA (NVDA) to Strong Buy
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NVIDIA (NVDA) deal doesn’t change any of OpenAI's compute plans, including partnership with Microsoft or its efforts to build its own chips - Reuters
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DA Davidson on NVDA-OpenAI deal: concerned NVDA has become the "investor of last resort"
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NVIDIA (NVDA) investment in OpenAI to be provided in stages with first $10B coming when first gigawatt of computing power is deployed - Bloomberg
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Nvidia's equity investment in OpenAI does not confer control rights - Reuters
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Nvidia Said To Be Making Equity Investment In OpenAI - Bloomberg
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Nvidia announces strategic partnership with OpenAI, shares climb
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Erste Group Upgrades Intel (INTC) to Hold
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Evercore's Emanual explains why this AI bull market has 'a long way to go'
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OpenAI projects $100 billion spend on backup servers, The Information reports
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Wall Street reaction to Intel-NVIDIA tie up
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Benchmark upgrades Intel after 'watershed' Nvidia pact
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Wells Fargo on KED Article: 'at this point it feels like MU has to confirm that its supply is sold out for next year'
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JPMorgan: 'If the press reports are true, Samsung’s long awaited qualification for Nvidia’s HBM3e supply is a positive development'
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Samsung secures Nvidia HBM3E qualification as Micron faces HBM4 hurdles
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Intel distractions could actually be a positive for AMD stock, says BofA
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TD Cowen: 'Today's Surprising Announcement a Win-Win for Both NVIDIA (NVDA) and Intel'
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Intel-Nvidia deal is a clear positive for this European chip stock: BofA
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Piper Sandler on NVIDIA (NVDA): 'Partnership with Intel Expands NVDA's Reach'
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Bernstein: 'Quick Thoughts on NVIDIA's (NVDA) Investment in Intel'
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Intel–NVIDIA partnership: What does it mean for semi equipment suppliers?
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William Blair on NVIDIA (NVDA): 'We see room for Nvidia to maintain robust growth, underpinned by continued hyperscaler spending'
