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The Latest Breaking News from Timothy Arcuri

Oracle Stock Surges on Trump's Stargate Project

Oracle stock is higher Wednesday after President Trump announced the $500 billion AI-focused Stargate Project. Here's what you need to know.

Kiplinger

Analysts overhaul Broadcom stock price targets after Q4 earnings

Broadcom shares topped the $1 trillion level, in terms of market value, in early Friday trading.

The Street

Nvidia Earnings: Updates and Commentary

Nvidia's earnings report was highly anticipated and the results sparked plenty of chatter on Wall Street. Kiplinger experts shared news and analysis on the event.

Kiplinger

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Nvidia, Semiconductor Stocks Tumble Amid Signs Of Weakness

Nvidia and other semiconductor stocks fell Tuesday amid reports of industry sales weakness and an economic slowdown in China.

Investors Business Daily

Nvidia stock is sinking. Wall Street analysts say it's still a 'Buy'

Despite concerns about margins and guidance, Wall Street is mostly convinced the 'AI revolution' is just getting started, and Nvidia remains a buy.

Fortune

Nvidia AI Chip Demand Called 'Exceedingly Robust' After Channel Checks

Demand for Nvidia's next-generation AI processors and systems is "exceedingly robust," a Wall Street analyst said Monday.

Investors Business Daily

Analyst revisits Nvidia stock price target after Blackwell checks

Nvidia shares have added nearly $2 trillion in value this year but have risen only 3.3% over the past month.

The Street

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Stock Market Today: Stocks End Higher Ahead of May PCE Data

Micron Technology, Walgreens Boots Alliance and Levi's were three of Thursday's biggest movers.

Kiplinger

Stock Market Today: Stocks End Mixed After Powell Speech

Intel and Walt Disney were two of the worst Dow Jones stocks Wednesday.

Kiplinger

Analyst overhauls Nvidia stock price target after conference

Here's what could happen to Nvidia shares next.

The Street

Next Big Buyers Of Nvidia AI Systems: Sovereign Nations

The next wave of buyers of artificial intelligence systems from Nvidia will come from sovereign nations, a Wall Street analyst says.

Investors Business Daily

Micron Stock Gets Big Price-Target Hike Ahead Of Earnings Report

Micron Technology has a bright outlook for 2024 thanks to a recovering memory-chip market, a Wall Street analyst said in a report.

Investors Business Daily

Nvidia surges as KeyBanc, HSBC boost price targets into hotly anticipated Q2 earnings

Supply constraints could limit Nvidia's near-term sales forecast, but KeyBanc's John Vinh sees a potential China offset for the AI market leader.

The Street

A bullish analyst makes a startling prediction about Nvidia

This semiconductor giant should be in the chips for a while.

The Street

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Investors Business Daily

Lam Research Earnings Beat Pushes Semiconductor Equipment Stocks Higher

Chip gear stocks surged Thursday after Lam Research reported better-than-expected June-quarter results and guidance.

Investors Business Daily

AI Stocks: In Case You Missed It This Week On Artificial Intelligence News

With investors homing in on AI stocks, management at many companies continued to call out generative AI on earnings calls with analysts.

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

AI Stocks: In Case You Missed It This Week

Artificial intelligence startup OpenAI, Microsoft and Baidu led the way this week in new developments for AI stocks. Accenture reports earnings March 23.

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Investors Business Daily

When Will ChatGPT, Artificial Intelligence Drive Nvidia Sales?

Nvidia has gotten a boost lately from companies ramping up artificial intelligence initiatives using the chipmaker’s processors.

Investors Business Daily

Qualcomm Joins Other Chipmakers Guiding Lower For The March Quarter

Wireless-chip giant Qualcomm has joined the parade of chipmakers guiding below Wall Street's estimates for the March quarter.

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.

Benzinga

There Are 'A Lot Of Reasons' To Like This Semiconductor Stock Says Pete Najarian

Micron Technology, Inc. (NASDAQ: MU) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report."

People

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