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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. ....

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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. ....

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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%. ....

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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. ....

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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. ....

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