Latest news with #ChipSecurityAct
Yahoo
19-05-2025
- Business
- Yahoo
Intel (INTC) Loses Ground in Q1 Chip Battle to ARM
We recently published a list of . In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other AI stocks on Wall Street's radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them. Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China. The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government. READ NEXT: and 'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician soldering components for a semiconductor Corporation (NASDAQ:INTC) designs and sells computing hardware, semiconductor products, and AI-driven solutions for various industries. On May 14, Citi revealed that Mercury Research has released estimates for Q1 microprocessor shipments and market share. The estimates reveal that Q1 MPU units are down 6.1% quarter-over-quarter, above the usual seasonal drop of 9.4%. The analyst told investors in a research note how ARM Holdings has gained market share over both AMD and Intel (INTC). ARM gained 281 basis points quarter-over-quarter with 13.6% in MPU unit share, AMD lost 99 basis points, and has 21.1% of the overall MPU unit share. Meanwhile, Intel lost 182 basis points and has a 65.3% share. The firm has maintained a 'Neutral' rating on Intel and AMD shares. Analysts on Wall Street currently have a consensus 'Buy' rating on the stock. The average price target of $20 implies a 3.15% upside, however, the Street-high target of $27 implies an upside of 39.25%. Overall, INTC ranks 8th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
19-05-2025
- Business
- Yahoo
Microsoft Joins Forces with Informatica (INFA) to Accelerate Customer Adoption
We recently published a list of . In this article, we are going to take a look at where Informatica Inc. (NYSE:INFA) stands against other AI stocks on Wall Street's radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them. Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China. The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government. READ NEXT: and 'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A business executive in a modern office looking over reports detailing artificial Inc. (NYSE:INFA) is a leader in enterprise AI-powered cloud data management. On May 14, the company announced that it has entered into a strategic agreement with Microsoft, extending its long-standing collaboration with the company and accelerating customer adoption on the Microsoft Azure cloud platform. Leveraging Informatica's Intelligent Data Management Cloud™ platform with key Microsoft services, including Microsoft Fabric and Microsoft Azure, both companies are working closely together to deliver AI-powered solutions. Informatica's cloud data management platform is available as a SaaS offering on Azure and via Azure Marketplace to enable customers to achieve AI-driven business transformations. 'As enterprises increasingly prioritize trusted data to fuel responsible AI, agents and next-generation analytics, Informatica and Microsoft are jointly committed to empowering our customers as they continue on their cloud and AI transformation journey. This strategic agreement reflects our shared vision to drive customer success through co-innovation, go-to-market alignment and deep-field collaboration, helping organizations securely and efficiently scale AI across their data estate.' Overall, INFA ranks 10th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of INFA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INFA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Micron (MU) Stock Gets Buy Rating on AI Demand Surge
We recently published a list of . In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other AI stocks on Wall Street's radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them. Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China. The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government. READ NEXT: and 'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up view of a computer motherboard with integrated semiconductor Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for data centers, mobile devices, and various industries worldwide. On May 15, Christopher Danely from Citi maintained a 'Buy' rating on the stock with a price target of $110.00. A few days prior, J.P. Morgan analyst Harlan Sur maintained their bullish stance on the stock, giving a Buy rating on April 30. Sur's buy rating stems from Micron's strong growth potential and robust market position. In particular, the demand for its DRAM and NAND products is a strong catalyst in the datacenter sector. A pricing inflection has also been observed, which is pointing to favorable market conditions. The company is also witnessing strong demand for its high-bandwidth memory (HBM) and datacenter SSD products, crucial for AI and accelerated computing applications. Micron's technology and manufacturing advancements are also progressing well, reflecting upon its efficient execution and cost management. Overall, MU ranks 6th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MU and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Morgan Stanley Analyst Maintains Buy Rating on Twilio (TWLO) Stock, Keeps $117 PT
We recently published a list of . In this article, we are going to take a look at where Twilio Inc. (NYSE:TWLO) stands against other AI stocks on Wall Street's radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them. Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China. The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government. READ NEXT: and 'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software developer in front of a monitor, coding to build the latest internet content & Inc. (NYSE:TWLO) is a leading cloud communications platform-as-a-service (CPaaS) company. On May 15, Analyst Meta Marshall from Morgan Stanley maintained a 'Buy' rating on the stock with a $117.00 price target. Twilio has been advancing strategically and demonstrates significant growth potential, which has led to the buy rating. In particular, Twilio's platform stood out at its recent Signal event, demonstrating how it can enhance B2C relationships through contextual data crucial for cross-selling opportunities. Even though financial details weren't shared at the event, the company made it clear that Twilio is committed to simplifying its platform and improving its value proposition. The company has also announced a multi-year partnership with Microsoft to develop conversational AI solutions on Azure AI Foundry. This announcement will likely help to grow its reach. Overall, TWLO ranks 9th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of TWLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TWLO and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
BofA Remains Bullish on Nvidia (NVDA) After HUMAIN AI Project
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks on Wall Street's radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them. Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China. The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government. READ NEXT: and 'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a colorful high-end graphics card being plugged in to a gaming Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On May 14, BofA raised the firm's price target on the stock to $160 from $150 and kept a 'Buy' rating on the shares after Nvidia announced a multi-year AI infrastructure project with Saudi Arabian AI startup HUMAIN. The firm believes the project is likely to be around $3B to $5B annually. It also believes 'Sovereign AI' can address the challenge of limited power availability for data centers in the U.S., and reduce the impact of export restrictions on US companies shipping to China. Overall, NVDA ranks 3rd on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
