Topic: semiconductors

Analysts recommend buying Nvidia (NVDA) shares despite recent volatility ahead of earnings report

05/18/2026, 06:34 PM economy recommendation Analysts: analysts ai semiconductors

Investors considering Nvidia should note that despite a recent 7% drop from its all-time high, the stock remains undervalued compared to peers and is positioned for significant long-term growth, particularly in the AI sector. The upcoming earnings report is crucial, but the overall sentiment suggests that now may still be a good time to invest.

Seagate Technology Holdings PLC (STX) CEO Dave Mosley Warns of Long Lead Times in Expanding Chip Production Capacity Amid Rising AI Demand

05/18/2026, 06:34 PM economy review ai semiconductors

Seagate's shares fell over 8% following CEO Dave Mosley's comments about the challenges of increasing chip production to meet rising demand driven by artificial intelligence, raising concerns among investors about the company's growth potential.

Dan Loeb’s Third Point Expands AI Investments with New Stakes in Hut 8 (HUT) and Semiconductor Companies

05/18/2026, 03:34 PM investing growth ai semiconductors

Dan Loeb's Third Point hedge fund has made significant portfolio adjustments, focusing on technology and semiconductor investments to capitalize on the growing artificial intelligence sector. This strategic shift highlights the fund's commitment to AI as a key long-term investment theme.

Trump Reflects on Intel Negotiations, Suggests He Should Have Requested a Larger Stake

05/18/2026, 11:33 AM economy review ai semiconductors

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Analysts Bernstein Initiate Coverage of Arm Holdings (ARM) with Outperform Rating and $300 Price Target, Expecting 43% Upside Amid Rise of Agentic AI

05/18/2026, 11:33 AM investing rating_growth Analysts: analysts, Bernstein ai semiconductors

Arm Holdings is poised to become a major winner amid the emergence of agentic artificial intelligence, priming the compute hardware designer's shares to rally, according to Bernstein.

Analysts Morgan Stanley raised Nvidia (NVDA) target price to $285 on strong AI demand

05/18/2026, 11:33 AM investing rating_growth Analysts: analysts, Morgan Stanley ai semiconductors

Morgan Stanley has expressed increased optimism regarding Nvidia ahead of its fiscal first quarter earnings report, which is expected to be released this Wednesday.

Cerebras Systems Achieves Major IPO Success, Signaling Strong Demand for AI Chips

05/15/2026, 07:33 PM economy announcement ai semiconductors

Cerebras Systems ' monster debut on Thursday didn't just place it among tech's biggest-ever IPOs — it was a crystal clear signal of unstoppable demand for chips to power AI, as tech giants scramble to find alternatives to the costly, sold-out graphics processing units made by Nvidia.

Roundhill Memory ETF (DRAM) Achieves Record $9.8 Billion in Assets Amid AI Demand for Memory Chips

05/15/2026, 05:32 PM economy growth ai semiconductors

The Roundhill Memory ETF (DRAM) just hit $9.8 billion in assets under management in 43 days— the fastest pace ever for an exchange-traded fund, according to TMX VettaFi.

Market Rally Expected to Continue Despite Recent Pullback, Options Strategy Suggested for Income Generation

05/15/2026, 03:33 PM investing forecast finance semiconductors

The S&P 500 has reached its 18th all-time high for 2026, marking its seventh record in May alone, driven by a nearly 20% rally that has positively impacted all three major U.S.

Stocks like Micron and Intel Reach Historically Stretched Levels Amid AI Rally

05/15/2026, 03:33 PM investing review ai semiconductors

A recent analysis highlights a significant rally in semiconductor and artificial intelligence infrastructure stocks, which have reached historically high levels compared to their long-term trends.