Chipmakers crushed on US recession concerns
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StreetInsider.com Top Tickers, 9/25/2026
- Wall Street ends higher as investors buy AI stocks; Microsoft rallies
- Stock action shows confidence in central banks: BofA’s Hartnett
- Oil prices slide about 2% as US, Iran explore path out of war
- Why stocks held up despite rising yields and $100 oil? These 2 words explain it
- Barclays asks if equity markets are nearing the boiling point
- White House blocks CNN from Air Force One trip, Washington Post reports
- Akamai signs $11.6B deal with Anthropic, up to $20B potential
- Bloom Energy falls as Oracle invokes force majeure on AI project
- Oracle triggers force majeure on massive 'Project Jupiter' data center
- Oracle Sends Force Majeure Notice Over New Mexico Data Center - Bloomberg
Mizuho Downgrades Intel (INTC) to Neutral, 'Widening Technology Gap'
August 7, 2024 4:02 PM EDTMizuho analyst Vijay Rakesh downgraded Intel (NASDAQ: INTC) from Outperform to Neutral with a price target of $22.00 (from $36.00).
The analyst comments "We upgraded INTC in Nov'23 on strong AI ramps, and new products driving PC/DC traction. Fast-forward 9 months,... More
BofA Securities on Apple (AAPL): 'we see the potential for consensus estimates to be revised higher'
August 7, 2024 9:32 AM EDTBofA Securities analyst Wamsi Mohan reiterated a Buy rating and $256.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "
As per SensorTower data, App Store revenues in F4Q (after 36 days) increased to $3.0bn (+12% y/y, according to data on developer revs from... More
Mixed implications for Dell from SMCI results: Citi
August 7, 2024 8:30 AM EDTSuper Micro Computer (NASDAQ: SMCI) latest earnings report presents mixed implications for Dell Technologies (NYSE: DELL), according to a recent note from Citi analysts.
The investment bank's note highlights strong demand for AI servers but raises concerns about margin degradation, which could impact Dell.
Supermicro reported revenues of $5.31 billion for the quarter, within their guidance range of... More
New Street Research Upgrades NVIDIA (NVDA) to Buy
August 6, 2024 9:07 AM EDT(Updated - August 6, 2024 9:12 AM EDT)
New Street Research analyst Pierre Ferragu upgraded NVIDIA (NASDAQ: NVDA) from Neutral to Buy with a price target of $120.00.
The analyst comments "Since the peak of June, Nvidias stock has pulled back by 26%, underperforming most... More
Rosenblatt Defending NVIDIA (NVDA)
August 6, 2024 6:59 AM EDTRosenblatt analyst Hans Mosesmann reiterated a Buy rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA shares are under pressure due to continued rumors of a several-month delay in Blackwell B200 GPUs due to an undisclosed silicon flaw.... More
Deutsche Bank Defending NVIDIA (NVDA): 'AI demand as measured by capex spend appears to be healthy' , 'We see little financial risk'
August 5, 2024 10:43 AM EDTDeutsche Bank analyst Ross Seymore reiterated a Hold rating and $100.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "We see little financial risk to NVDA in the near term for its upcoming report/guide (NVDA reports Aug 28) given still-strong demand from... More
