The AI supercycle is far from exhausted, and semiconductor companies like industry titan TSMC (TSM) are among the catalysts to watch. “This earnings report, really more than anything, supports the idea that [the AI boom] will continue to move forward,” Victoria Fernandez, chief market strategist at Crossmark Global Investments, told Yahoo Finance’s Opening Offer. According … Read more
The artificial intelligence (AI) revolution would stand still without advanced chips and components. Nvidia, Advanced Micro Devices, and Micron provide some of that critical hardware, and their shares are up an average of 119% in 2025. The iShares Semiconductor ETF invests exclusively in semiconductor companies that can benefit from megatrends like AI. 10 stocks we … Read more
Nvidia (NVDA) stock. AI has clearly been Wall Street’s biggest winner, but Morgan Stanley feels it has a lot more room to run. Analyst Joe Moore just surpassed his price target from $250 to $235huge 38% overhead from Nvidia’s current price at $181.46. Moore, rated 5 stars on TipRanks, feels the concern about Google-parent Alphabet … Read more
AMD has seen significant success following the launch of its MI300 and MI400 series GPUs. Intel’s data center business showed inconsistent results. AMD continues to win deals with hyperscalers, while Intel seeks to reinvent itself. 10 stocks we like better than Advanced Micro Devices › Perhaps the most important piece of technology powering generative AI … Read more