Arm Holdings is overvalued in today's market, with exorbitant sales and P/E ratios. Paying high multiples for modest growth ...
Through its ARM-based CPUs specialized for artificial intelligence workloads, the research company cautioned in a note to ...
Reitzes downgrades AMD to Hold, lowers price target to $129. Cautious on x86 servers & PCs due to Nvidia competition. Slashes ...
Melius lowered its AMD price target to $129 from $160 and noted that the rise of AI-optimized PCsdriven by Nvidia's Project ...
Intel's future is uncertain after CEO's retirement, raising questions about potential split and financial advantage. Read ...
DeepSeek removes cost barriers to AI training, opening the door to much broader adoption and competition in the IT ...
Melius downgraded shares of chip maker Advanced Micro Devices to Hold from Buy, and cut the target price to $129 from $160.
The stock had at one point been up 40% in the first quarter of 2024 but ended that year off 18%. It’s down about 5% to start 2025 and only up fractionally in premarket action Tu ...
Qualcomm's ambitions to dominate the ARM-based laptop market took another step forward with the apparent shipping of the Snapdragon X2 Ultra (Premium?) chip, as revealed by recent shipping logs ...
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever. Smaller, cost-effective ...
The president has laid out unspecific plans for tariffs on semiconductors and chips at up to 100%, inevitably causing ...
This time around, he remarked on the feud between Elon Musk and OpenAI’s Sam Altman over President Trump’s $500 billion ...