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Analyst Color
Broadcom Stock Now Trades 32% Cheaper than a Toothpaste Company: HSBC, Cantor Say the Gap Won't Last
Jensen Huang's Reported Affair With Suspected Chinese Spy Pushes Nvidia Stock to Most Oversold Level Since 2019
NVIDIA's Spy Scare Hits at the Worst Possible Time for AI Bulls
Jensen Huang's Reported Affair With Suspected Chinese Spy Pushes Nvidia Stock to Most Oversold Level Since 2019
NVIDIA's Spy Scare Hits at the Worst Possible Time for AI Bulls
Nvidia Stock Trades at Widest Gap Versus 200-Day Average Since Trump's Tariffs Rout
CoreWeave Q3 Preview: Stock Down 73% From Highs, Market Expert Says Company ‘Faces Two Big Tests’
Nvidia Stock Trades at Widest Gap Versus 200-Day Average Since Trump's Tariffs Rout
CoreWeave Q3 Preview: Stock Down 73% From Highs, Market Expert Says Company ‘Faces Two Big Tests’
TeraWulf Analysts Stay Bullish After Google Backstops $19 Billion Anthropic Lease
Oklo Posts Higher Q3 Net Loss, Aurora-ID Construction Moves Toward Structural Work
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Analyst Color Recent News
Jensen Huang Is ‘Core DNA of Nvidia and Its AI Success’: Dan Ives Says CEO ‘Not Replaceable’
Tech analyst Dan Ives shares what the investigation into Nvidia CEO Jensen Huang could mean for NVDA shares.
Chip Stocks Are 38% Off Their Peak: 'Time to Buy the Dip,' Analysts Say
Cantor Fitzgerald and HSBC say the chip stock selloff is overdone, with the SOX at 9x 2028 earnings. Top picks include NVDA, MU, SNDK, ASML and AMAT.
Earnings Volatility Watch: CoreWeave Reports Into an AI Rally Test, and Options Expect a 21% Move
CoreWeave (CRWV) is priced for a 20.89% post-earnings swing after the Nasdaq 100’s worst day since 2020. Here are 10 stocks expected to move most.
TSLA, AMD, MU and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up 5 hot stocks during the week (Nov. 2 to Nov. 6) on X and Reddit's r/WallStreetBets: AMD, INTC, TSLA, NVDA, MU.
AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Bernstein calls the AI data center stock drop overblown, forecasting just a 2% to 4% national capacity impact post-elections.
Unity Software Just Did Something It Hasn't Done Since Its IPO — and Wall Street Wants More
Unity beats Q3 estimates, posts first GAAP profit, and raises guidance. Analysts hike price targets as shares surge.
Disney Set for ‘Next Chapter of Growth’: Dan Ives Says Job Cuts to Unlock Earnings Power
Yorkville Ives analyst Dan Ives reiterated an Outperform rating and $125 price target on Disney, saying reported job cuts under CEO Josh D’Amaro will unlock earnings power ahead of fourth-quarter results on Nov. 17.
Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
Chip stocks now trade at a 22% discount to the S&P 500, Bank of America says, after the SOX fell 38% from its June peak. SMH rebounds Friday.
Cigna Delivers Strong Q3, Accelerate To One Program Targets $3B Savings By 2030
Cigna shares fell after Q3 results; analysts remain bullish, citing raised guidance, 2027 growth, and strong demand.
Why Is Affirm Stock Falling Friday?
Affirm stock dipped despite beating Q1 earnings and raising guidance, as investors weighed higher credit provisions and new loan tests.
Airbnb Q3 Beat Opens Door to Higher Price Targets
Airbnb shares rallied after strong Q3 results; analysts cited accelerating growth and upbeat guidance, raising price targets.
VIX Spikes Nearly 70%: History Says S&P 500 Usually Bounces Within a Month
The VIX jumped 69.7% Thursday, its third-largest gain since 1990. After past spikes, the S&P 500 and SPY rose a month later nine times out of 10.
Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip
Chip stocks rebound in Friday’s premarket, led by SanDisk, Micron and AMD, recovering only part of Thursday’s losses amid AI sector fears.
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