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INSANE: Vivek arya | Rare Historical Photos

Nvidia vs. AMD: The Next AI Battle Targets a $170 Billion Prize

For nearly three years, investors judged the AI race by one metric: GPU performance.

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says

Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says

The rise of cheap, open-source Chinese AI models was supposed to be a threat to the companies that sell expensive memory chips.

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Nvidia Stock Hasn't Been This Cheap In 10 Years: Is This A Screaming Buy?

Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:NVDA) stands today.

AI Trade’s Favorite Chip ETF Sees Record Inflows Despite Worst Month Since 2008

Semiconductor exchange traded funds pulled in the most money on record in July, during the same month their prices fell the hardest since the financial crisis.

Why Bank of America Says Nvidia Stock Is Cheap Here

Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.

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.

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A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target

A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target

Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.

Micron Stock Surge Fails to Boost Nasdaq: Stock Market Today

Micron Stock Surge Fails to Boost Nasdaq: Stock Market Today

Apple stock sold off after the tech giant hiked prices, while Micron soared on strong demand for its memory chips.

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

Intel Just Scored a Double Upgrade. What's Next for INTC Stock.

Intel Just Scored a Double Upgrade. What's Next for INTC Stock.

Intel shares rallied yesterday as BofA double-upgraded them to “Buy." Here’s why analyst Vivek Arya turned uber bullish on INTC stock today.

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at

Stocks Hit Highs as Trump Eases Iran Worries: Stock Market Today

Stocks Hit Highs as Trump Eases Iran Worries: Stock Market Today

Nvidia sparked a rally in several tech stocks Monday after the AI bellwether debuted a new chip for PCs.

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Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.

Intel Is Back In the Game: Should You Buy INTC Now?

A bold upgrade fuels optimism, but not everyone is convinced.

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America just upgraded its semiconductor outlook and flagged Cadence and Synopsys as top AI "picks-and-shovels" buys. Here's what investors need to know.

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Bank of America Still Loves Nvidia Stock After GTC 2026. Should You?

Nvidia stock closed in the red today despite bullish updates at its annual GTC conference. Bank of America recommends buying NVDA shares on the dip.

3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026

Bank of America maintains its bullish view on NVDA ahead of GTC next week. Here's what to watch.

It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here?

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

The tech stock free fall doesn’t make any sense, BofA says in rebuke to investors while doubling down on the sector’s longevity

Investors see weak ROI ahead as they also see AI adoption so pervasive that it makes whole business models obsolete. Both can’t be true, BofA says.

Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.

Nvidia Open-Sources AI That Helps Self-Driving Cars Think Like Humans

Nvidia Corp. (NASDAQ:NVDA) is expanding its open-source artificial intelligence portfolio with a sweeping set of new models, datasets, and development tools designed to accelerate progress in both digital and physical AI.

Competition Is Heating Up, But Bank of America Still Thinks AMD Stock Is a Buy Here

While competition in the AI chip race accelerates, Bank of America remains faithful in AMD’s future.

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