AMD (AMD) Could Compound EPS at 65% Through 2030, Piper Says
With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share.
Articles by Ghazal Ahmed
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference.
Qualcomm’s Datacenter Pivot Is Real, but The Market Already Knows This
Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier.
Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year
Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition.
Nvidia (NVDA) Looks Cheap on Piper’s Forecasts, but the Earnings Assumptions Are the Real Test
After spending years trading like a premium-priced AI leader, Nvidia may now be among the cheapest names in Piper Sandler’s AI universe.
Intel (INTC) Is Winning From the CPU Shortage, but Its Foundry Valuation Needs More Proof
Back in April, Morgan Stanley had highlighted how accelerating Agentic AI demand could boost demand for central processing units (CPUs) beyond the graphic chips that have dominated...
Meta’s (META) Muse Launch Turns the AI Debate toward Subscription Economics
Meta Platforms, Inc. (NASDAQ: META) launched Muse this week. The long-touted AI assistant, powered by its Muse Spark model, is aimed at customers and small businesses.
TSMC and Samsung Just Strengthened ASML’s (ASML) High-NA Demand Case. But the Payoff Is Still Years Away
As the demand for advanced chips continues to demonstrate momentum, Samsung and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) just announced their commitment ...
CrowdStrike (CRWD) Is Becoming a Vendor of Choice for Agentic AI Security. Can It Sustain the Momentum?
Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a “vendor of choice” for agentic AI security needs.
Intel (INTC) and ASML Move High-NA EUV Into Production. Can the Economics Catch Up?
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V.
Apple’s (AAPL) “Surprise and Shine” Event Tests Its Foldable iPhone Against Huawei and Xiaomi
Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its “Surprise and Shine" event streaming live on Wednesday, September 9, 2026.
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that.
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider.
Nvidia’s Hugging Face Deal Is a Hedge against Broadcom’s Custom Silicon Threat
NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion.
Adobe’s New CEO Takes Over in December. Is the Open CFO Search the Bigger Risk?
Adobe Inc. (NASDAQ:ADBE)'s CEO search has finally come to an end.
Intel’s AI Tailwinds Are Real. Mizuho Cut the Target Anyway.
On September 3, Mizuho lowered the price target on Intel Corporation (NASDAQ:INTC) to $92 from $109.
RBC Raised Adobe’s Target Before an “In-Line” Quarter — Because Its Peers Got More Expensive
Adobe Inc. (NASDAQ:ADBE) reports its fiscal third-quarter results on September 10.
Google’s New Energy Project Gives Eos Energy a Key Technology Validation
MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc.
Salesforce May Have Found an Answer to the AI Disruption Threat, Cantor Says
One Wall Street firm sees Salesforce Inc. (NYSE:CRM) as an early enterprise-AI winner based on its open-platform strategy.
Citi Sees a New Catalyst for Baidu as Its AI Infrastructure Business Grows
Baidu, Inc. (NASDAQ:BIDU) may have a new near-term catalyst on the horizon, with Citi opening a 30-Day Upside Catalyst Watch on the stock.
SpaceX’s AI Thesis Is Getting Stronger, but the Capex Risk Is Massive
Barely three months after the largest IPO in history, Space Exploration Technologies Corp. (NASDAQ:SPCX) is no longer just viewed as a launch and satellite company.
NVIDIA and Equinix Deepen Their AI Inference Partnership. Here’s What It Means for Both Stocks
Digital infrastructure company Equinix Inc.
Reddit’s Next AI Catalyst Isn’t User Growth — It’s What Alphabet’s Google and OpenAI Do Next
Reddit (NYSE: RDDT)’s data licensing deals with Alphabet Inc.
Elastic Beat and Raised Guidance. Wall Street Says One Quarter Isn’t Enough.
Elastic N.V. (NYSE:ESTC) delivered a quarter that should have won over Wall Street.
Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration
Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce.
Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend
Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand.
Meta and Google’s AI Returns Slide, Piper Sandler Says Amazon’s Capital Discipline Sets It Apart
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC...
Marvell Beat and Raised Guidance. Why Its Google Deal Still Spooked Investors
A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc.
SentinelOne’s ARR Guidance Just Moved From Low- to Mid-Single Digits. Scotiabank Says That’s the Real Signal.
SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27.
John Ternus Takes Over Apple with Just Eight Days Until His First Big Test
John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run.
Cantor Expects a Smaller Snowflake Beat Than Last Quarter — Will That Be Enough?
Snowflake (NYSE:SNOW) is all set to report its fiscal second-quarter 2027 earnings on Wednesday, September 2.
Workday Crushed Every Estimate. An Analyst Downgraded It Anyway.
Workday recently announced results for the second-quarter of fiscal 2027, beating estimates and pulling in numbers that would normally warrant an upgrade from analysts.
As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat
After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) .
Meta May Overtake Google Search This Year. That Makes Its AI Capex Harder to Dismiss
Meta may be on track to surpass Google Search this year, says Bernstein.
SentinelOne Just Rebounded From a Rough Quarter With a Beat-and-Raise. Wall Street’s Still Not Convinced
SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions.
MongoDB at a Crossroads: Wall Street Firm Lifts Target but Stays Neutral as AI Story Awaits Proof
MongoDB Inc. (NASDAQ:MDB)'s business maybe executing well, but the AI-driven demand acceleration bulls are expecting hasn’t arrived yet.
Tesla and Uber Won Robotaxi Permits—Why Citizens Kept Both Ratings Unchanged
On August 24, Citizens analyst Andrew Boone reiterated a Market Perform rating on Tesla (NASDAQ: TSLA) and Market Outperform on Uber Technologies Inc (NYSE: UBER) with a $100 ...
Palo Alto Networks Gets a $400 Target — But Earnings Need to Prove the AI Story
Ahead of the fourth-quarter fiscal 2026 report on September 1, Benchmark raised its price target on Palo Alto Networks, Inc.
Alibaba Raises $10 Billion for AI — Why BofA Is Looking Past the Dilution
On August 25, BofA Securities analyst Joyce Ju reiterated a Buy rating and $172.00 price target on Alibaba Group Holding Limited (NYSE:BABA).
Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave
The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising.
Intel and NVIDIA Are Chasing a $200 Billion AI Market —Another Chipmaker May Be Better Positioned
Wall Street sees a new leg of artificial intelligence infrastructure boom taking shape, particularly as the industry shifts its attention from pure model training to complex, ...
Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x
Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target.
Alphabet’s $515 Target Looks Ambitious — But Google Cloud Is Growing 82%
Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average.
Zoom Beat Every Estimate and Fell Anyway. Citizens Says That’s Exactly the Point
Zoom Communications Inc. (NASDAQ:ZM) delivered a clean Q2 2027 print.
Nvidia’s AI Servers Are About to Get Pricier — What a 15%+ Hike Means for the Whole Stack
Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg...
Salesforce (CRM) Has a $315 Bull Case, but Earnings Need to Prove One Thing
Citizens is heading into Salesforce Inc. (NYSE:CRM)'s fiscal second-quarter 2027 print with a bullish view.