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Morgan Stanley says Nvidia is the top pick for AI over AMD

Analyst Joseph Moore said Nvidia has more immediate upside than other AI stock plays. ....

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Intel Stock Is Rising Again as Wall Street Praises Change in CEOs


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Investors should take note when a group of financial analysts who often obsess over arcane matters such as changes of hundredths of a percentage point in gross margins make alterations to their stock estimates after a change in leadership.
That’s what has happened Thursday, after Intel said CEO Bob Swan would be succeeded by VMware CEO Pat Gelsinger, an Intel alumnus, on Feb. 15. Analysts like the switch.
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Intel Stock Is Rising Again as Wall Street Praises Change in CEOs
Investors should take note when a group of financial analysts who often obsess over arcane matters such as changes of hundredths of a percentage point in gross margins make alterations to their stock estimates after a change in leadership. ....

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