Bank of America (BAC) has raised its outlook for the server CPU market and named Advanced Micro Devices (AMD) and Nvidia (NVDA) as its “top AI c...

Record $81.6 billion in revenue for Nvidia—and yet the stock fell. Bank of America called the dip noise and raised its price target.

Bank of America (BAC) has raised its outlook for the server CPU market and named Advanced Micro Devices (AMD) and Nvidia (NVDA) as its “top AI c...

Nvidia posted record $81.6B revenue with 85% YoY growth. Bank of America raised its price target to $350 as crypto miners pivot to AI infrastructure.

Bank of America (BAC) believes Taiwan Semiconductor Manufacturing (TSM) could emerge as one of the clearest winners of the next AI wave, as dema...