While Nvidia and Taiwan Semiconductor Manufacturing dominate AI headlines, memory chip maker Micron Technology has quietly surged 145% year-to-date while remaining deeply undervalued. The company’s high-bandwidth memory technology is becoming indispensable for AI data centers and complex workloads. Despite the massive rally, Micron trades at just 10 times forward earnings, presenting a rare opportunity in the overheated AI sector.
about Micron: AI's Undervalued Memory Powerhouse Up 145%
Advanced Micro Devices
Analysts Dismiss AI Bubble Fears, Boost Tech Stock Targets
Despite mounting concerns about an AI-driven market bubble, major financial institutions remain overwhelmingly bullish on leading semiconductor stocks, with analysts continuing to upgrade ratings and raise price targets for NVIDIA, Taiwan Semiconductor, and AMD. While some economists warn of potential overheating, firms including Goldman Sachs argue that AI investments remain sustainable and could ultimately add $20 trillion to the U.S. economy, suggesting the technological revolution is just beginning rather than nearing its peak.
about Analysts Dismiss AI Bubble Fears, Boost Tech Stock TargetsBroadcom’s $10B OpenAI Deal Fuels AI Growth, Raises Risk
Broadcom has transformed from a smartphone chip manufacturer into a leading AI infrastructure provider, securing a landmark $10 billion deal with OpenAI. However, the company’s strategic focus on elite hyperscalers creates significant customer concentration risk that could impact future growth if AI demand falters.
about Broadcom's $10B OpenAI Deal Fuels AI Growth, Raises RiskAMD’s $1B Oracle AI Chip Deal Challenges Nvidia Dominance
Advanced Micro Devices has secured a massive 50,000-chip order from Oracle Cloud Infrastructure, positioning itself as a serious challenger to Nvidia’s AI dominance. The deal for AMD’s upcoming MI450 accelerators represents a potential $1-1.5 billion commitment and validates AMD’s strategy in the inference market, marking a significant shift in the cloud AI landscape as hyperscalers seek alternatives to reduce dependency on single suppliers.
about AMD's $1B Oracle AI Chip Deal Challenges Nvidia DominanceTSM Q2 Revenue Beats Estimates on AI Demand Surge
Taiwan Semiconductor Manufacturing’s remarkable second-quarter performance, with revenue surging 44% year-over-year to $30.1 billion, underscores the company’s pivotal role in the artificial intelligence revolution. As TSM prepares to report third-quarter earnings on October 16, investors face a critical juncture: whether to capitalize on the AI-driven momentum or brace for potential volatility in a stock that has already gained 53% year-to-date. The world’s leading contract chipmaker stands at the intersection of technological transformation and geopolitical complexity, making its upcoming earnings report a watershed moment for semiconductor investors.
about TSM Q2 Revenue Beats Estimates on AI Demand SurgeWall Street Upgrades: AMD, Meta, Amazon, Walmart, Palo Alto
Major Wall Street firms have issued a wave of significant upgrades and price target increases for five leading technology and retail stocks, reflecting strong analyst confidence in AI-driven growth and superior market execution. The bullish sentiment spans Advanced Micro Devices, Meta Platforms, Amazon, Walmart, and Palo Alto Networks, with analysts pointing to strategic partnerships, advertising momentum, cloud acceleration, and market share gains as key drivers behind the optimistic outlook.
about Wall Street Upgrades: AMD, Meta, Amazon, Walmart, Palo AltoNvidia’s $2B xAI Bet Fuels AI Dominance
Nvidia CEO Jensen Huang’s enthusiastic endorsement of Elon Musk’s ventures reveals the chipmaker’s strategic $2 billion investment in xAI, creating a symbiotic relationship that secures long-term GPU demand while fueling the AI infrastructure boom. Huang’s confidence in Musk’s AI empire signals Nvidia’s continued dominance in the rapidly expanding artificial intelligence market, where the company commands over 90% of data center GPU sales amid projections of half-a-trillion dollars in infrastructure spending.
about Nvidia's $2B xAI Bet Fuels AI DominanceNvidia’s Jensen Huang Predicts OpenAI as Next Trillion-Dollar Firm
Nvidia CEO Jensen Huang’s bold prediction that OpenAI could become the next trillion-dollar company is gaining serious traction as the artificial intelligence pioneer secures massive investments and groundbreaking partnerships. With Nvidia planning to invest up to $100 billion in OpenAI and the ChatGPT maker forming strategic alliances with chip giants, Huang’s vision of OpenAI reaching unprecedented valuation heights appears increasingly plausible amid the ongoing AI revolution.
about Nvidia's Jensen Huang Predicts OpenAI as Next Trillion-Dollar FirmAMD’s OpenAI Deal Sparks 24% Stock Rally, $100B Revenue Outlook
Advanced Micro Devices has secured a transformative 6-gigawatt GPU supply agreement with OpenAI, triggering a massive 24% stock surge and adding over $63 billion to its market capitalization. The landmark deal includes a warrant allowing OpenAI to acquire up to 10% of AMD through milestone-based shares, validating AMD’s AI technology and positioning the company for $100 billion in revenue over four years from OpenAI and other customers.
about AMD's OpenAI Deal Sparks 24% Stock Rally, $100B Revenue Outlook7 Tech Stocks to Watch: NVIDIA, Apple, Meta Lead
MarketBeat’s stock screener has identified seven key technology stocks demanding investor attention today, with NVIDIA, Apple, and Meta Platforms leading a roster of industry giants that represent the core technology sectors driving modern markets. These companies span critical areas including semiconductors, consumer electronics, social media, cloud computing, and artificial intelligence, making them essential indicators of broader technology trends and market direction.
about 7 Tech Stocks to Watch: NVIDIA, Apple, Meta LeadAMD-OpenAI AI Chip Deal Moves Markets Amid Shutdown
US stocks closed mixed on Monday as Advanced Micro Devices’ new AI chip partnership with OpenAI injected volatility into markets during the sixth day of the government shutdown. Market movements were influenced by sector-specific performances and record highs in alternative assets. Yahoo Finance’s analysis highlighted key themes driving the day’s trading activity.
about AMD-OpenAI AI Chip Deal Moves Markets Amid ShutdownAMD Soars 25% on OpenAI AI Chip Partnership Deal
Advanced Micro Devices shares surged 25% to $207.44 following the announcement of a landmark partnership with OpenAI, positioning the chipmaker as a key supplier for OpenAI’s AI infrastructure program. The deal sparked massive trading volume of 136.4 million shares—more than double the daily average—and prompted Barclays analysts to raise their price target by $100 to $300, signaling strong confidence in AMD’s AI capabilities and future revenue potential.
about AMD Soars 25% on OpenAI AI Chip Partnership Deal