To The Moon

Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopes$Taiwan Semiconductor Manufacturing Co.(TSM)$’s quarterly sales topped estimates, reinfo

Mizuho initiates Super Micro's stock at a neutral rating amid market-share losses, says AI investors should buy Dell shares instead. Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a "dominant share," according to Mizuho Securities - but that doesn't mean investors should buy the stock."AI servers comprise the infrastructure of the AI revolution," Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers in the server sector leading the way.Super Micro is the "consensus AI leader," Rakesh said, while Dell Technologies Inc. is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's."We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long t

Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares o