2+ week, 5+ day ago   (674+ words) Micron (MU) holds a $955 price target, backed by 16 take-or-pay customer agreements and over $1 billion in HBM4 revenue already booked. Micron outguns NVIDIA (NVDA) and Western Digital (WDC) on gross margin at 85% while trading at a forward P/E of just 6. Micron…...

3+ week, 5+ day ago   (533+ words) Elon Musk's space transportation, satellite internet, and artificial intelligence (AI) company went public on June 12. SpaceX stock is down by 35% from its peak value, and yet it remains expensive. Though the company has a strong revenue growth pipeline, I think…...

5+ day, 6+ hour ago   (871+ words) AMD's Data Center revenue surged 107%, anchored by a 6GW OpenAI GPU deal, driving the stock up 113% year to date. FY27 EPS estimates jumped from $13 to $15 in 90 days with 33 upward revisions, signaling analyst price target hikes ahead. Hitting $700 by 2027 requires clean Helios execution…...

4+ week, 1+ day ago   (389+ words) NVTS surged 91% YTD on 800V AI data center momentum, while AOSL offers similar server-power exposure at just 8x forward earnings. The most widely read finance newsletter on Substack isn't published by a bank, it's Doomberg, where 383,000+ readers get the energy and macro…...

3+ week, 3+ day ago   (504+ words) To achieve a $300 share price by the end of the year, NVIDIA Corporation (NVDA) simply needs to appreciate half as much as its underlying earnings. Here’s the bottom line: The stock trades around $219. So, to hit $300, it only needs to…...

1+ week, 8+ hour ago   (726+ words) During the most recent fiscal quarter, Nvidia's growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock's inexpensive…...

3+ week, 4+ day ago   (303+ words) The price of SpaceX's stock has been volatile. Revenue growth is practically guaranteed for the $1.9 trillion behemoth. Years of expected growth would only get SpaceX's fundamentals in line with peer companies, not ahead of them. 10 stocks we like better than…...

1+ day, 7+ hour ago   (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...

1+ day, 17+ hour ago   (710+ words) By Sarah Morland and Daniel Becerril TLAOLA, Mexico, Sept 12 (Reuters) - Nestled in the lush green mountains of Central Mexico, next to a sparsely traveled gravel road, few people had reason to wander close enough to hear the loud, mechanical whirring…...

3+ week, 3+ day ago   (528+ words) Advanced Micro Devices had a great second quarter, but Nvidia's could be even better. AMD now has a major premium assigned to its stock compared with Nvidia's shares. If you only looked at their stock prices, then you'd easily assume…...