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The Latest Breaking News from Mark Lipacis

Nvidia's Blackwell AI Processors Are Sold Out For Next 12 Months

Nvidia’s next-generation artificial intelligence processors, called Blackwell, are sold out for the next 12 months, the company says.

Investors Business Daily

Nvidia Earnings Report Called 'Most Important Tech Earnings In Years'

Expectations are running high for Nvidia ahead of the company's fiscal second-quarter earnings report due late Wednesday.

Investors Business Daily

Nvidia and 3 More AI Stocks With New 'Outperform' Ratings

While Nvidia stock has enjoyed a remarkable AI-related surge since 2023, the stock’s pullback has left investors on edge. Here are three other AI stocks with new 'Outperform' ratings from analysts at Evercore.

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AMD Unveils New AI Chips For Business PCs

Advanced Micro Devices on Tuesday introduced a new series of processors for commercial mobile and desktop AI PCs.

Investors Business Daily

Investors Gorge On Semiconductor Stocks With Chipmakers In A Trough

Investors have devoured semiconductor stocks this year amid a cyclical downturn and hopes for an imminent sector-wide upturn.

Investors Business Daily

Semiconductor Stock Rambus Could Be An Acquisition Target: Analyst

Highflying semiconductor stock Rambus could see its market value double in the next several years, an analyst said.

Investors Business Daily

Nvidia's Artificial Intelligence Market Strategy Impresses Wall Street

Analysts on Wednesday praised chipmaker Nvidia's approach to artificial intelligence as it moves deeper into software and services.

Investors Business Daily

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Lam Research, IBD Stock Of The Day, Nears Buy Point From Bottoming Base

Lam Research is the IBD Stock Of The Day after the chip equipment maker offered a decks-clearing earnings report and cost-cutting plan.

Investors Business Daily

Wall Street Rethinks Semiconductor Stocks Ahead Of Earnings

With second-quarter earnings season for semiconductor stocks set to begin Thursday, analysts are adjusting their forecasts for chip stocks.

Investors Business Daily

Semiconductor Stocks Brace For Guidance Cuts With Earnings Reports

Semiconductor stocks have fallen in anticipation of possible guidance cuts coming in second-quarter earnings reports.

Investors Business Daily

Jefferies Lists Preferred Semiconductor Capital Equipment Stocks

Jefferies analyst Mark Lipacis' analysis of transistor count in CPUs supported his thesis of secular demand for wafer fab equipment.

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