Devrimb/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10). Transcript Rena Sherbill: Always excited to welcome Sara Awad from Tech Contrarians back to the podcast. Welcome back to ...

Qualcomm shares may have more growth potential than the market is currently pricing in —but some big hurdles lie ahead. ...

Key Points The tech sector’s exposure to AI gives it plenty of potential to keep outperforming the S&P 500. AI is driving increased demand for semiconductors, benefiting chip makers and equipment suppliers. The Vanguard S&P 500 Growth ETF is a good way to invest in AI companies outside the tech sector. 10 stocks we like better than Nvidia › There are plenty of ways to invest in artificial intelligence (AI). Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are designing cutting-edge AI chips. A ...

Core Viewpoint - The market's concerns regarding NVIDIA Corp's $100 billion deal with OpenAI are considered misguided, as the investment is seen as essential for NVIDIA to maintain its competitive edge in the AI infrastructure space [2][3][4]. Company Analysis - NVIDIA's recent deal with OpenAI and Intel highlights the ongoing significant investment in AI infrastructure, indicating that demand for AI is expected to remain strong [3][4]. - Despite a 56% annual revenue growth reported recently, NVIDIA's growth rate is slowing compared to nearly 100% YoY growth in previous quarters, attributed to increased competition and capital expenditure limitations from major companies [4][5]. - The company is likely to continue growing due to its strong position in the data center market, although the growth rate may not match past performance [5]. Market Dynamics - The deal with Intel, where NVIDIA will invest $5 billion, is projected to unlock a $50 billion total addressable market (TAM) for both companies in the data center and PC sectors [5]. - Increased competition from major players like Broadcom is anticipated to impact NVIDIA's margins in the long term [5].

Core Viewpoint - Intel shares experienced a decline after a significant rally in September, attributed to profit-taking and cautious analyst ratings [1][3][4] Group 1: Stock Performance - Intel shares fell as much as 5% on a recent Monday, settling down approximately 3.2% [1] - The decline follows a strong performance in September, which was driven by policy support and notable partnerships, including a major investment from Nvidia [4] Group 2: Analyst Ratings - A Deutsche Bank analyst reiterated a hold rating for Intel, setting a price target of $30, which is below the current trading price [3] - This cautious stance from analysts may temper investor enthusiasm and encourage profit-taking [3] Group 3: Valuation and Long-term Outlook - Following the recent rally, Intel's price-to-sales ratio has increased to nearly 3, up from about 1.8 a year ago, indicating that shares may no longer appear cheap [5] - The long-term investment case for Intel depends on successful product roadmap execution and the effectiveness of its foundry strategy [5] - Despite recent gains, investors may need to exercise patience or seek a tighter margin of safety when considering new positions [6]

Intel's stock has rallied on growing enthusiasm for a turnaround, but there are still questions about how quickly that can manifest. ...

It's been some number of years since Intel (NASDAQ:INTC) stock was this hot after spiking more than 45% in the past month alone. ...

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Core Insights - Analysts are optimistic about NVIDIA Corporation (NASDAQ: NVDA) as a key player in the AI investment landscape, with a strong performance expected in the second half of 2025 [1] - NVIDIA's recent partnerships, including a significant deal with Intel, indicate ongoing high demand for AI infrastructure and computing resources [2][4] - Despite a slowdown in growth compared to previous quarters, NVIDIA is expected to maintain a strong position in the data center market, although competition may impact margins [3] Group 1: Analyst Commentary - Joseph Moore from Morgan Stanley highlighted that NVIDIA's product cycle, particularly with Blackwell, positions the company for a strong second half of 2025, suggesting the stock is attractive at current levels [1] - NVIDIA shares have increased by 28% year-to-date, reflecting positive market sentiment [1] Group 2: Market Dynamics - The demand for AI infrastructure is underscored by NVIDIA's partnerships with OpenAI and Intel, indicating that spending on computing resources will remain robust [2][4] - NVIDIA's annual revenue growth was reported at 56%, a decline from nearly 100% year-over-year growth in previous periods, suggesting a potential slowdown in growth momentum [2] Group 3: Strategic Developments - NVIDIA's investment of $5 billion in Intel is expected to unlock a total addressable market (TAM) of $50 billion for both companies in the data center and PC sectors [4] - The Macquarie Core Equity Fund noted NVIDIA's strong performance amid renewed AI optimism, despite a relative underweight affecting returns [4]

The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index remained in the “Neutral” zone on Friday.U.S. stocks settled higher on Friday, with the Dow Jones index gaining around 300 points during the session following the release of inflation data.Inflation figures released Friday showed no surprises but indicated the Fed's need for caution on its rate-cut cycle. The Personal Consumption Expenditures (PCE) price index rose 2.7% year-over-year in August, up fr ...