Intel’s upside bias questioned amid AI-fuelled growth and business risks
Intel posted another strong quarter on AI demand, but fears over its ability to scale, competition and broader chip industry threats are testing the stock's upside prospects.
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Intel posted another strong quarter on AI demand, but fears over its ability to scale, competition and broader chip industry threats are testing the stock's upside prospects.
Apple is betting on new leadership and a major product refresh to revive innovation, regain AI momentum and rekindle excitement around its ecosystem.
Big Tech must prove that record AI spending can generate sustainable free cash flow.
Intel reports earnings on July 23 amid a massive rally fuelled by the AI boom that increases the need for its CPUs. Still, the turnaround faces challenges amid execution risks and industry headwinds.
NVIDIA’s bullish wedge breakout, improving RSI and potential China reopening strengthen the bullish case, with $204-$206 the key confirmation zone.
FXCM's US.BANKS basket remains technically constructive, but 6,300 is the line in the sand and Q2 earnings now need to confirm the breakout case.
Micron reports earnings amid soaring memory demand from the AI boom that has driven the stock to new records, but pitfalls loom amid supply bottlenecks and tough macros.
Apple is betting that AI will keep customers loyal to its ecosystem, not pull them away from it.
SpaceX has transformed space exploration and built a powerful technology platform, but its potential $1.77 trillion valuation raises the ultimate investor question, whether its extraordinary future can justify its extraordinary price.
Dell's blowout earnings confirm its transformation from a traditional hardware maker into a key AI infrastructure provider, but sustaining that momentum will depend on execution, competition, and the durability of AI spending
Markets widely anticipate Apple to unveil its revamped AI-powered Siri at next week's WWDC, amid strong business and stock momentum, but risks loom.
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