http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 15 Jul 2025 11:59:57 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/General+News/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html <p>Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.<br /><br />Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.<br /><br />It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon.<br /><br />Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and <span itemscope="" itemtype="http://schema.org/Corporation"><span http://www.streetinsider.com/Investing/Semiconductor+cos+to+likely+posts+earnings+beat%2C+says+Oppenheimer+as+it+bumps+PT/25053359.html Tue, 15 Jul 2025 11:59:57 -0400 AMD AVGO MPWR MRVL NVDA NXPI SOX SOXQ TXN http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html <p>Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.</p> <p>Analysts pointed to a recent U.S. Census Bureau report showing AI adoption by American firms rose to 9.2% in the second quarter, up from 7.4% in the first three months of the year and 5.7% in late 2024. <br /><br />“This means AI adoption is likely to soon cross the 10% threshold, a milestone that took e-commerce over two decades to reach,” the analyst at UBS said.</p> <p>UBS said rising adoption http://www.streetinsider.com/Investing/Tech+rally+has+legs+amid+rising+AI+adoption%2C+says+UBS/24977438.html Wed, 25 Jun 2025 16:06:08 -0400 FNCMX FOCKX FOCPX FTCHX ITYAX IXIC MSFT NVDA NVDL NVDS ONEQ PYPL SOX SOXQ XCMP