-
Nvidia-Led Rally Still Has Legs Ahead of Q3, Analyst Says No Hype-Driven Demand As AI Trade Rooted In Tangible Enterprise Demand: 'Not A Bubble'
Wednesday, November 19, 2025 - 2:53am | 1286Read More...Ahead of NVIDIA Corp.’s (NASDAQ:NVDA) much-anticipated third-quarter results on Wednesday, leading analysts remain optimistic on the stock, alongside the state of the broader AI economy, amid growing concerns of a bubble. This Is ‘Not A Bubble’ Fund manager Nancy Tengler, the CIO...
-
AMD 'Money Slides' Impressive, But Analysts See Limited Upside For Stock As Market 'Already Pricing' In The Numbers
Wednesday, November 12, 2025 - 2:22am | 1199Read More...Prominent analysts are weighing in on Advanced Micro Devices Inc.’s (NASDAQ:AMD) analyst day on Tuesday, during which the company made bold projections regarding its near-term future and that of the broader AI chip and data center industry. The Markets Are Already ‘Pricing This In...
-
Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives
Tuesday, October 7, 2025 - 4:30am | 1088Read More...Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race. Just The Start For AMD Analyst Dan Ives of Wedbush Securities said that the deal, which...
