INTC and NVDA Related Headlines
Go Back- BofA raises AMD target to $720, sees server CPU TAM tripling to $211B by 2030
- CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks
- AMD joins $1 trillion market cap club on AI computing bets
- Wall Street's new pair trade: Long software, short chips
- Citi says this chipmaker is "the key beneficiary of the CPU renaissance"
- Jefferies sees supply constraints driving semiconductor sector
- Raymond James upgrades AMD, sees $201 billion server CPU market by 2030
- These 8 chip stocks now offer enhanced buying opportunities, BofA says
- Top CPU stocks to buy as analysts say "renaissance thesis is playing out"
- BofA lifts server CPU TAM to $210bn+ on the rise of AI agents
- Chief of Norway’s $2.3T wealth fund says don’t expect gains to continue
- Pullback in chip stocks is a buying opportunity, Citi says
- Chip stocks extend global rebound following last week's rout
- Perplexity to use Nvidia's new CPUs for AI agent tasks
- Anthropic, Samsung in talks for custom AI chip - The Information
- OpenAI efficiency gains hammer chip stocks, SOX slides 5%
- Micron, Intel and AMD add $2 trillion in value in Q2 rally
- TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes
- Alphabet joins Dow Jones Industrial Average, shares rise 3.7%
- ByteDance targets CPU mass production in H2 2027 to power AI push - SCMP
- New leader board: Citi refreshes AI compute semiconductor picks
- Intel (INTC) PT Raised to $150 at Cantor Fitzgerald: Outperforming in Accelerator Market
- Goldman survey points to growing enterprise commitment to AI investments
- AI Infrastructure Boom Drives Demand for Semiconductor, Pharmaceutical Automation
- Lynx Equity on SpaceX (SPCX): 'smarter way to play SpaceX is to invest in NVDA'
- Google, Nvidia Consider Intel As Backup Chip Maker- Information
- Nvidia's new RTX Spark PC chip moves chipmakers and tech stocks
- Wolfe Research sees AI driving 30% CPU market growth through 2028
- Here are the key takeaways for chip stocks from SpaceX’s S-1 Filing
- Nvidia reports Q1 earnings today: Here are key themes analysts are focused on
- Investing.com’s stocks of the week
- Tiger Capital Files 13-F
- Tiger Global buys Nvidia, cuts others
- Global chip stocks dragged lower by KOSPI selloff, stalled US-Iran talks
- Trump revamps stock portfolio, adding Nvidia and other AI names
- Investing.com’s stocks of the week
- OpenAI partners with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch MRC networking protocol
- AMD (AMD) PT Raised to $325 at RBC Capital, '"We expect a beat/raise although by a lesser magnitude than INTC'
- Nvidia crashes Intel’s party: $5T giant surges as AI market pivots to CPUs
- Raymond James: 'Smartphone sales remain fairly resilient'
- Bernstein: 'Own Both NVDA and AVGO'
- Nvidia's CEO prepares investors for a renewed battle with Intel, AMD
- Applied Digital Weakness Tied to NVIDIA Filing
- Intel CEO announces plans to build GPUs, hires chief architect, weighs on China
- Intel shares rise on reports of Nvidia, Apple manufacturing deals
- NVIDIA Feynman Architecture Generation will reportedly seek Intel cooperation
- RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
- 5 U.S. chip stocks to buy in 2026: Bernstein
- Intel completes $5 billion stock sale to NVIDIA
- TSX futures edge lower as liquidity thins ahead of Christmas break
- Intel shares slide after report Nvidia halts testing of 18A process
- NVIDIA (NVDA) halted tests on Intel's 18A manufacturing process - Reuters
- FTC ends review of Nvidia-Intel stake deal, grants approval
- Are Intel and AMD next as Trump lifts export controls on Nvidia?
- Exclusive: BQP CEO says NVIDIA partnership pulls quantum progress forward
- Analyst bumps price targets on Nvidia and Broadcom on AI strength across the board
- Raymond James: AI has turned a cyclical sector into a 'secular boom'
- AI winner Ibiden sees its stock target lifted at Bernstein
- Bernstein 'continues to prefer avoidance' for this big chip stock into Q3 results
- S&P 500 earnings preview: All eyes on Magnificent 7
- Bernstein ‘somewhat skeptical’ on rumors Intel will add AMD as a foundry customer
- TSMC stock target raised at Morgan Stanley on expected earnings beat
- These 2 AI stocks stand out as supply chain winners, says KeyBanc
