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5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Analysts provide insights on major AI stocks, highlighting cautious investor sentiment toward Microsoft, opportunities in Nvidia, renewed interest in Tesla, Dell's growth in AI servers, and a potential semiconductor recovery.

investing.com • 17/11/2024 - 08:57 AM

Weakness in chip stocks 'almost over' says Citi

Citi analysts anticipate the semiconductor market's downturn is ending, projecting a 9% sales increase in 2025 and recommending aggressive investments in key semiconductor stocks.

investing.com • 12/11/2024 - 12:22 PM

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Broadcom can grow AI revenues at a 30-35% CAGR says BofA

Bank of America forecasts 30-35% AI revenue growth for Broadcom, maintaining a Buy rating while adjusting earnings expectations due to seasonal challenges, but emphasizing opportunities with Apple and OpenAI.

investing.com • 05/11/2024 - 17:03 PM

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

investing.com • 04/11/2024 - 17:14 PM

September chip sales above forecasts: Citi

September semiconductor sales reached $61.1 billion, driven by strong microcontroller sales, with year-over-year growth forecasted at 17% for 2024 amid fluctuating prices.

investing.com • 04/11/2024 - 14:11 PM

Analysis-For dealmakers, regulatory chaos would undercut Trump's pro-business tilt

Executives anticipate that both Trump and Harris might lead to a similarly unpredictable M&A environment, affecting deal activity amid heightened uncertainty surrounding the election.

investing.com • 04/11/2024 - 11:06 AM

Morning Bid: Alphabet beats and Treasuries rally

Global markets face volatility as Alphabet reports strong earnings while concerns linger over U.S. elections, European tariffs on China, and significant economic updates across regions.

investing.com • 30/10/2024 - 10:15 AM

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5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Weakness in chip stocks 'almost over' says Citi

Broadcom can grow AI revenues at a 30-35% CAGR says BofA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

September chip sales above forecasts: Citi

Analysis-For dealmakers, regulatory chaos would undercut Trump's pro-business tilt

Morning Bid: Alphabet beats and Treasuries rally

Broadcom jumps as OpenAI reportedly builds chip with Broadcom, TSMC

Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

AMD's AI product event likely to be 'a fade-the-news event' says analyst

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