Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Adding to 2 Portfolio Holdings and Upgrading a Rating
With both companies, we see reasons why management guidance skews conservative.
Weekly Sentiment Survey: Bearish Bias in the First Part of June
In week three, our team sees reasons to be nervous about the market.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.