UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential.
According to a report from The Information, the Chinese government informed technology companies that Nvidia chips would only be permitted for import when "necessary," without much additional detail.
The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts.
As the first full week of 2026 unfolds, the financial markets are witnessing a familiar yet evolved phenomenon: a relentless surge in artificial intelligence stocks driven by a highly sophisticated and resilient retail investor class. Despite warnings of a "crowded trade" from institutional analysts, the retail segment—now accounting for
As the world marks the end of 2025, the global economy has entered a new epoch defined by Artificial Intelligence (AI). At the epicenter of this transformation is one company that has become more than just a manufacturer; it is the "foundry utility" for the modern world. Taiwan Semiconductor Manufacturing Company (NYSE: TSM), commonly known [...]
