NXP Semiconductors Can Buck Auto Weakness. Buy the Stock.
NXP stock trades at a 38% discount to the iShares Semiconductor ETF’s 24.9 times. If NXP is able to meet or beat the Street’s profit estimates, it should...
Source: marketwatch.com
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Intel Stock Tumbles. It must 'prove it' on AI, Compete With Nvidia on Chips
Intel has benefited from Artificial hype but has yet to deliver, say analysts. There are questions over how much demand there is for alternatives to Nvidia’s...
Source: marketwatch.com
Opinion: Intel stock plunge shows Wall Street still hasn't learned its lesson on AI hype
Intel Corp.’s disappointing forecast for the first quarter includes another anticipated double-digit decline in the company’s data-center business, as the...
Source: marketwatch.com
Opinion: Intel is struggling to gain traction in AI chips while Nvidia and AMD roar ahead
Earnings show pockets of strength but leave many more questions.
Source: marketwatch.com
AI 'baby bubble' in stocks? BofA says higher real rates are needed to pop it.
A “baby bubble” is forming in the U.S. stock market, fueled by “monopolistic tech” and investor enthusiasm around artificial intelligence, according to BofA...
Source: marketwatch.com