Marvell Technology may offer insight into the data center buildout during its earnings report this week, fueling the AI trade, said investor Joe Terranova.
Nvidia’s ‘expectations premium’ dogs the stock after earnings. Here’s what analysts are watching
Over the past year, Nvidia has topped estimates on all the topline metrics and has still been punished by investors the next trading day.
Top chip analyst says the group could fall another 10%. Here’s why
A 10% decline would bring the benchmark semiconductor index back to a valuation relative to the S&P 500 unseen since the launch of ChatGPT in late 2022.
The stocks that tend to move with Nvidia earnings, and the ones that don’t
Nvidia earnings have become a market event that can ripple beyond the chipmaker itself.
A lesser known area of the AI market is set for its biggest boom since 2022. Buy this stock to play the trend, Morgan Stanley says
The investment bank upgraded software cybersecurity name to overweight from equal weight.
Netflix is primed to move higher as viewer engagement improves, Wolfe Research says
Investors should shrug off concerns around Netflix’s viewer engagement as the stock is set to bounce, according to Wolfe Research.
The ‘debasement trade’ returns after Bessent bond maneuver. Crypto and gold are back in style
Concern over the size and the cost of U.S. government spending has given new life to the debasement trade.
Buy this semiconductor stock that could soon overtake Intel in CPU market, Raymond James says
The investment firm upgraded the semiconductor name to strong buy from outperform.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 slipped to start the week as tech stocks tumbled on Monday. Tune in to CNBC Tuesday morning for Scott Kirby, CEO of United Airlines.
Buy gold on the Treasury bond market intervention, says Deutsche Bank
Treasury Secretary Bessent’s plan to more than double bond buybacks can boost the price of gold, the Wall Street bank argues.