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One analyst believes that all of the optimism around Broadcom is priced into AVGO stock.
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Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.
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Synopsys is walking away from older manufacturing software as it pours money into AI chip design tools
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Anastasia Amoroso shares her perspective on today's rapidly shifting investment landscape – and the major trends creating opportunities for investors in private and public markets.
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Investors are looking for proof that AI chip demand remains as strong as ever. Taiwan Semiconductor's Q2 report could provide just that.
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Michael Burry has taken a short position in NVDA.
Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown.
The second-largest IPO in proceeds is about to hit the U.S. market, and it deserves a closer look.
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A Street-high $200 price target and bullish take on its foundry business are putting Intel's comeback firmly in the spotlight.
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DeepSeek’s custom AI chip ambitions could reshape the competitive landscape. What does that mean for Nvidia over the long term?