Nvidia (NVDA) is likely to post strong fiscal fourth-quarter results, despite certain concerns that have lingered since its last quarterly report, UBS Securities said in a note e-mailed Tuesday. The ...

Nvidia has said Blackwell demand will likely drive revenues beyond the group's estimate of "several billion dollars" this ...

Nvidia (NVDA) has largely tread water since its last earnings report, partially due to supply chain noise and concerns around the ramp of ...

Despite Nvidia's stock largely treading water since its last earnings report, UBS believes the company is poised to "rise ...

Semtech (NASDAQ:SMTC) shares surged more than 8% on Friday after UBS initiated coverage on the semiconductor firm with a Buy rating due in part to a key product win in Nvidia's (NASDAQ:NVDA ...

UBS initiated coverage of Semtech (SMTC) with a Buy rating and $85 price target which represents 17% upside. Semtech is an analog company ...

UBS has updated its Global Equity Focus List, reducing allocations in major Big Tech stocks like Apple, Alphabet, Amazon, ...

UBS set an $85 price target, noting the stock has surged nearly 300% over the past year. "Nvidia is pushing hard to scale AI networking, and Semtech's CopperEdge solution is at the center of that ...

Swiss bank UBS began coverage of SMTC with an $85 price target, versus the stock’s current price of about $75, and a Buy ...

Chip stocks surged Monday, led by Broadcom and Advanced Micro Devices following bullish calls from analysts, citing their potential to gain from booming demand for artificial intelligence.

Investing.com -- Nvidia (NASDAQ: NVDA ), Microsoft (NASDAQ: MSFT ), and OpenAI are the key AI beneficiaries, UBS analysts said, citing results of its latest enterprise AI survey. The survey, which ...