NVIDIA Corporation

The company said, among other things, that criticism of "round-tripping" and inflated profits was unfounded

Nvidia vs. Burry: How the chipmaker fends off attacks from 'Downgrade Game' investor

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Apple Inc.

Nu Holdings Ltd.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: market sentiment is dictated by uncertainty in the Fed's plans

Amazon.com, Inc.

Microsoft Corporation

SoftBank Group Corp.

SoftBank shares continue to get cheaper after the Japanese holding company announced it is selling its entire stake in Nvidia. Amazon and Microsoft supported a bill that would strengthen export restrictions on Nvidia. On these and other topics - in our review of key events by the morning of November 14.

The main things for the morning: SoftBank collapse, Microsoft and Amazon against Nvidia, bitcoin below $97k.

Advanced Micro Devices, Inc.

Several analysts after a meeting with the management of Advanced Micro Devices (AMD) updated their targets on the company's shares and confirmed their recommendations to buy them. Wells Fargo <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target price from $300 to $345, implying a potential upside of more than 45%. Evercore ISI <a href="https://www.marketscreener.com/news/evercore-isi-adjusts-pt-on-advanced-micro-devices-to-283-from-270-maintains-outperform-rating-ce7d5fdfd989f424">raised its</a> target price on AMD stock from $270 to $283. Its target implies a 19% upside for the stock. Mizuho <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target from $275 to $285, seeing AMD stock price upside potential of almost 20%.

Several analysts have raised their target prices on AMD. Why are they expecting up to 45% growth?

Wingtech Technology Co.,Ltd

The U.S. Senate has approved the first phase of a deal to end the shutdown. Shares of Wingtech Technology - Nexperia's parent company - jumped after China and the Netherlands agreed to talks to lift restrictions on supplying chips to automakers. On these and other topics - in our review of key events for the morning of November 10.

Marvell Technology, Inc.

This could be the largest deal in the history of the semiconductor industry

SoftBank was considering buying chipmaker Marvell. Interest may return - Bloomberg

Boosting shipments of powerful processors will drive Nvidia shares up nearly 75%, says Loop Capital

Nvidia shares surge: the U.S. has granted a license to export its AI chips to the UAE

This is a continuation of the company's series of large-scale deals in the sovereign AI space

Nvidia to deploy 260,000 AI chips in South Korea, quintupling capacity

International Business Machines Corporation

Micron Technology, Inc.

This is a step towards commercialization of quantum computers

AMD chips will help IBM make a breakthrough, Reuters wrote. Both stocks hit record highs

Intel Corporation

Wall Street analysts generally maintained a cautious - neutral to negative - view of chipmaker Intel following the release of its third-quarter <a href="https://oninvest.com/article/intel-vernulsa-k-pribyli-i-dal-investoram-obnadezivausij-prognoz-akcii-podskocili">report</a>, CNBC <a href="https://www.cnbc.com/2025/10/24/intel-is-surging-after-results-heres-what-top-analysts-are-saying-to-do-from-here.html">writes.</a>

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