• AAPL
• AMD
• CRM
• NVDA
• QCOM
• SMCI
• TSLA

5 big analyst AI moves: JPMorgan sees significant downside risk in Tesla stock

This article discusses recent analyst movements regarding key tech stocks, focusing on Apple, Tesla, AMD, SMCI, and Salesforce in the AI sector.

• AMD
• AVGO
• INTC
• MRVL
• NVDA

AMD stock: Upcoming AI event ‘could be catch-up catalyst’, says BofA

BofA analysts keep a Buy rating on AMD, predicting growth amid upcoming AI updates but caution against stiff competition from NVIDIA and an uncertain market landscape.

• AMD
• NVDA
• TSM

Where does the AI semiconductor ecosystem go from here?

The AI semiconductor ecosystem faces supply constraints and rising demand, particularly for inference chips, suggesting a bifurcated market for training and custom solutions by 2027.

• AAPL
• AMD
• CRM
• DELL
• IBM
• IXIC
• MSFT
• NDX
• NOW
• NVDA
• ORCL
• PLTR

Stage set for AI-led tech rally into year-end, Wedbush says

Wedbush analysts forecast tech stocks to rally significantly by year-end and in 2025, driven by rising AI demand and capital expenditures amid growing enterprise spending.

• AMD
• AVGO
• INTC
• MU
• NVDA

Micron rises 13% as strong forecast impresses AI-hungry investors

Micron Technology's shares surged over 13% following strong revenue forecasts for high-bandwidth memory chips, signaling robust demand driven by AI technology, boosting its market value significantly.

• ALB
• AMD
• AVGO
• BABA
• FCX
• GOOGL
• HG
• LI
• META
• MSFT
• MU
• NDX
• NVDA
• PDD
• TSLA
• US2000
• US500

Wall St closes higher on strong US economic data

The S&P 500 hit a record high, boosted by Micron Technology and positive economic data, while energy stocks declined amid rising supply expectations from OPEC.

• AMAT
• AMD
• FUL
• LRCX
• MU
• NVDA
• WDC

After-hours movers: Micron, H.B. Fuller, Concentrix, and more

Micron Technology surged 12% after strong results, benefiting peers like NVIDIA and AMD, while H.B. Fuller, Jefferies, and Concentrix experienced declines due to disappointing forecasts.

• 000660
• ADBE
• ADI
• AMD
• AVGO
• CRM
• MU
• NVDA
• ORCL
• TXN
• VMW

5 big analyst AI moves: SK Hynix hit by double downgrade; ADI named Top Semis Pick

• 1YMU24
• AMD
• ESU24
• MRVL
• NQU24
• TSLA

Wall St bounces as focus shifts to rates outlook ahead of inflation data

Wall Street's indexes rose amid a focus on interest rate cuts by the Fed and upcoming inflation reports, reversing losses from the previous week.

• AMD
• AVGO
• DOCU
• INTC
• MRVL
• MU
• NVDA
• PATH
• SMCI

Midday movers: Broadcom, Mobileye shares fall; Samsara rises

US stock futures fell amidst mixed labor market reports, affecting several tech stocks, especially Broadcom, which reported disappointing sales guidance, while others like UiPath and Samsara found success.