Qualcomm Acquisition +1.8%: Tenstorrent AI Push Builds
Could a Qualcomm Acquisition of Tenstorrent finally turn its long-dismissed AI data center ambitions into a credible threat to Nvidia and AMD? Maik Kemper Editor in Chief Unlike…
Broadcom Forecast: $18 After-Hours Shock on AI Guidance
Can Broadcom’s AI boom still justify its premium valuation after a sharp sell-off and a surprisingly strong after-hours rebound? Maik Kemper Editor in Chief Broadcom’s willingness to step…
Qualcomm Acquisition +4.3% as Tenstorrent Buzz Lifts AI
Could a Qualcomm Acquisition of Tenstorrent finally give the chipmaker the AI catalyst investors think Wall Street is still underpricing? Maik Kemper Editor in Chief Right now, we…
Tesla Merger: $2T SpaceX Boom Fuels Takeover Talk
Could a Tesla Merger really transform $TSLA from an EV stock into the market’s next AI-and-space conglomerate? Maik Kemper Editor in Chief If you look at his pay…
Broadcom Earnings at $22.2B: Record AI Revenue, Stock Tanks
If Broadcom posted record AI revenue, why did Broadcom Earnings still spark a brutal market backlash? Maik Kemper Editor in Chief Broadcom’s earnings were not good. And my…
Qualcomm Forecast: After-Hours Drop as $230 Target Looms
Can Qualcomm’s investor day hype outweigh a sharp after-hours drop and turn the latest Qualcomm Forecast into a real breakout? Maik Kemper Editor in Chief Wells Fargo sees…
Intel Upgrade +5% as BofA Turns Bullish With $135 Target
Can Intel’s sudden Wall Street comeback finally turn its AI and foundry ambitions into a durable bull case? Maik Kemper Editor in Chief We see Intel uniquely positioned…
AMD Upgrade +4.3% After Citi Buy Call and Meta AI Win
Is this AMD Upgrade the moment Wall Street finally starts valuing AMD as an AI GPU contender instead of just a CPU company? Maik Kemper Editor in Chief…
ASML Terafab +5.9% as Wall Street Reprices AI Chip Supply
Can ASML Terafab turn ASML’s EUV dominance into an even wider moat as AI chip demand accelerates? Maik Kemper Editor in Chief The semiconductor industry’s growth outlook continues…
Arm Holdings Forecast: -7.7% After-Hours Warning for Bulls
Can Arm’s AI-fueled story outrun a brutal after-hours drop, or is the market finally questioning the valuation? Maik Kemper Editor in Chief Conclusion Arm Holdings Forecast revisions are…