Key Points Sandisk’s earnings are growing exponentially because of excessive demand for NAND flash storage and a supply shortage. The company is building a solid revenue pipeline by entering into long-term supply agreements with customers. The remarkable earnings spike anticipated for Sandisk and its attractive valuation are reasons the stock could triple in the coming…
Key Points The Nvidia partnership will enable Marvell to integrate its custom AI chips with Nvidia’s AI networking and other AI-enabling technologies. Marvell is reportedly in talks with Alphabet’s Google to collaborate on two new custom AI chips. Marvell announced it acquired Polariton Technologies, which will strengthen its optical technology portfolio. 10 stocks we like…
Key Points Intel’s shares surged in April after the company announced a partnership with Terafab. The chipmaker will help Terafab’s semiconductor manufacturing facility get off the ground. While the revenue impact of the Terafab collaboration is unknown, Intel’s business is showing signs of a comeback. 10 stocks we like better than Intel › Tech veteran…
Key Points Shares of Intel (NASDAQ: INTC) spiked to new all-time highs on Tuesday, following reports that Apple (NASDAQ: AAPL) was considering having the chipmaker build processors for its popular devices. Image source: Intel. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable…
Key Points Intel surged 14% to an all-time high after Bloomberg reported that Apple is exploring a chip manufacturing partnership. Oil prices dropped 3.3% as President Trump downplayed Iranian ceasefire violations in the Strait of Hormuz. 10 stocks we like better than Intel › If you’re a semiconductor investor, today is your day. The Nasdaq-100…
Key Points Intel stock has been on an incredible run this year, as the company has focused on its chip manufacturing capabilities, and as central processing units (CPUs) have become a bigger part of the artificial intelligence story. A deal with Apple would certainly help reinforce the company’s turnaround efforts. Can you actually buy the…
Key Points Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB), under the leadership of legendary retired CEO Warren Buffett, developed a reputation for having its money work for shareholders. Buffett was a master of value investing and tended to favor dividend stocks that offered regular payouts that Berkshire pocketed like clockwork. And it appears that Buffett’s successor,…
Key Points Sell in May and go away is an old saying among Wall Street traders. The logic is that there isn’t a ton of movement during the summer months, because so many people are on vacation. Although there may have been credence to this idea when you had to be in an office to…
Key Points Cook warned in Apple’s Q2 update about the impact on his company from a lack of memory supply. Apple has several options to address this challenge, including raising prices. The iPhone maker’s long-term prospects remain promising despite its near-term memory headwind. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) crushed…
Key Points SpaceX submitted a confidential filing in advance of its holding an initial public offering. The date of the SpaceX IPO remains unknown. Closed-end interval funds and an ETF provide routes to gain SpaceX exposure today. 10 stocks we like better than ARK Venture Fund › With its confidential S-1 filing in April, SpaceX…