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Ahead Of Chip Earnings, Analyst Turns More Bullish On Nvidia And These Semiconductor Stocks On Robust AI Demand - iShares Semiconductor ETF (NASDAQ:SOXX)

Supply-chain checks by KeyBanc showed mixed performance for semiconductor companies this reporting season, with AI-related demand remaining firm.

United statesJohn vinhMicrochip technology incorporatedSkyworks solutions incQualcomm incTexas instruments incSemiconductor corporationAnalog devices incMicron technology incArm holdingsMonolithic power systems incMarvell technology incIntel corporationDevices incAnalog devicesNvidia corp

Ahead Of Chip Earnings, Analyst Turns More Bullish On Nvidia And These Semiconductor Stocks On Robust AI Demand

Following KeyBanc Capital Markets‘ quarterly supply-chain findings, the firm’s semiconductor analyst John Vinh revisited his estimates.

United statesJohn vinhQualcomm incSkyworks solutions incSemiconductor corporationArm holdingsMicron technology incAnalog devices incAnalog devicesTexas instruments incMicrochip technology incorporatedNvidia corpIntel corporationMarvell technology incMonolithic power systems incDevices inc

Microsoft s iPhone Moment: Analyst Sees 19% Upside For Tech Giant s Stock As Copilot AI Usage Surges - Microsoft (NASDAQ:MSFT)

Ives also raised his estimate of the percentage of Microsoft's installed base ultimately utilizing Copilot from 60% to 70%.

Microsoft corpMicrosoft analystIdeas listMicrosoft thesisPhone momentBest artificial intelligenceBenzinga pro

Citadel CEO Ken Griffin Unsure Of AI Market Bubble But Says Nvidia Sits In A Pretty Good Position Now: Really On Top Of Their Game - NVIDIA (NASDAQ:NVDA)

Speaking at the International Futures Industry conference in Florida, Griffin described the current stock market as a tale of many worlds.

Boca ratonUnited statesKen griffinNvidia corpInternational futures industryNow tale of many worldsBest artificial intelligenceBenzinga pro

Did Nvidia Fever Break? Monday Could Be A Rude Awakening, Says Portfolio Manager - NVIDIA (NASDAQ:NVDA)

Nvidia may be ripe for a correction following the gravity-defying rally it has experienced since the start of 2023, a portfolio manager says.

Jeff kilburgNvidia corp nvdasharesBest artificial intelligenceAsset managementGene munsterDan ives

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