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BofA's Vivek Arya says the AI debate has shifted from ROI to scarcity, naming Nvidia, Credo and five more chip stocks with catch-up potential.
The semiconductor rally continues but won't last forever. Micron and Wolfspeed are two chip stocks with strong fundamentals and potential for growth.
A Congressman sold Take-Two stock months before the release of "GTA VI." Here's how much he made from the trade.
JP Morgan analyst Harlan Sur maintains Analog Devices (NASDAQ:ADI) with a Overweight and raises the price target from $400 to $450.
BofA says company fundamentals do not support the semiconductor bubble narrative. Nvidia, Micron and Credo trade below historical P/E.