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Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.
Nancy Pelosi disclosed a new Intel position, but investors should focus on the chipmaker’s turnaround, valuation, and earnings momentum.
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BNP Paribas expects Oracle to increase its capital spending in the June 10 earnings report.
INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend...
The valuation risks are increasing for the artificial intelligence sector. In this week’s bubble watch, ...
InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.
SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.
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Uber’s latest institutional selling headline looks dramatic, but the company’s Q1 results suggest the underlying business remains strong.
Cerebras jumps from IPO hype to S&P inclusion, turning early momentum into a forced buying event for index funds.
SoftBank fully exited Circle Internet Group in Q1 2026. Here is what investors need to know about the stablecoin giant's fundamentals.