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THE TRUTH ABOUT: Harlan sur - The Untold Story

Situational Awareness Bet Billions on Sandisk Before Imploding. The Supercycle Is Far From Over for SNDK Stock.

Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.

Barchart

Sandisk Has Had a Scorching Rally This Year. JPMorgan Thinks It Can Go Much Higher.

The investment bank upgraded Sandisk to overweight from neutral on Friday.

International Business Times

QNT Stock Alert: Here's Why Quantinuum Just Scored Multiple 'Buy' Ratings

Quantinuum stock rips higher as Wall Street analysts assign bullish price targets after the post-IPO quiet period. Here’s how high QNT shares could realistically fly in 2026.

Barchart

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JPMorgan Stands by Sky-High Broadcom Target as Shares Slide

Broadcom shares are feeling the heat after its latest earnings report, but one of Wall Street's top banks sees the stock moving $100 above past highs.

MarketBeat

Broadcom Just Quietly Became OpenAI’s Preferred Choice for AI Inference. Here’s What That Means for AVGO Stock.

The company’s "Jalapeno" chip is a positive sign for investors as the AI-inference race heats up.

Barchart

JPMorgan Analysts Say Broadcom Stock Is a 'Buy.' What to Know.

JPMorgan issued a largely bullish note on Broadcom stock. Here’s why analyst Harlan Sur recommends buying AVGO shares at current levels.

Barchart

As Shares Fall, Analyst Are Boosting their Broadcom Price Targets

While Broadcom's latest earnings disappointed markets; Wall Street analysts held steadfast, increasing their price targets amid the large drop in shares.

MarketBeat

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Microchip Technology Sees Demand Rebound, Margin Gains as Bookings Hit 4-Year High

Microchip Technology (NASDAQ:MCHP) is seeing a broad-based recovery in demand and expects continued margin improvement as it ramps production and works down remaining underutilization costs, Chief Financial Officer Eric Bjornholt said at JPMorgan’s 54th Annual Technology and Media Communications Con

MarketBeat

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

MarketBeat

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

MarketBeat

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

MarketBeat

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Barchart

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is dipping despite a blockbuster Q4 release and upbeat future guidance. JPMorgan analyst explains why it’s an opportunity to load up on a quality name at a discount.

Barchart

Gains for Rolls-Royce and LSEG offset mining slump

The FTSE 100 index ended up 40.29 points, 0.4%, at 10,846.70, a record close.

Evening Standard

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Barchart

Dear Marvell Stock Fans, Mark Your Calendars for January 7

Worries about Marvell’s future revenue from Amazon and Microsoft could be overdone.

MarketBeat

MRVL, AMZN and MSFT: Breaking Down the Wall Street Controversy

Marvell is tumbling amid a widespread AI sell-off and controversial reports involving AMZN and MSFT. Should investors run for the fences or take advantage?

Benzinga

Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says

Broadcom Inc. (NASDAQ:AVGO) is poised to deliver stronger-than-expected quarterly results as surging demand for artificial intelligence chips and data center networking products accelerates growth across its semiconductor and infrastructure businesses.

Benzinga

Marvell Could See AI Revenue Double By 2028 Thanks To New Tech Deal: Analysts

Marvell Technology Inc. (NASDAQ:MRVL) shares traded higher on Wednesday after the company reported strong third-quarter earnings.

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news in one place.

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Benzinga

L&T Tech Taps Nvidia AI To Build 3D 'Digital Twins' For Lung Cancer Diagnostics

LT Technology Services on Monday announced that it has developed a next-generation artificial intelligence-powered digital twin platform designed to improve respiratory diagnostics and lung navigation.

Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

The Independent UK

Pound falters as soft inflation tees up rate cut

Analysts say that there is potential for the Bank of England to resume cutting rates in December.

Benzinga

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

Applied Materials Bounces Back As Analysts Boost Targets On Strong Q4

Applied Materials Inc (NASDAQ:AMAT) shares — after being in a slump Friday morning — are now up, after the company reported on Thursday up-beat fiscal fourth-quarter results.

Benzinga

GlobalFoundries' 2026 Hopes Are 'Too Optimistic,' Analyst Says

GlobalFoundries Inc (NASDAQ:GFS) delivered steady September-quarter results and issued upbeat guidance for the December quarter, underscoring continued progress in its diversification and margin expansion strategy.

Benzinga

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

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