Bank of America thinks these chip stocks can rally, even as investors grow increasingly concerned with rising inflation and ongoing supply chain bottlenecks.
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‘MANGO:’ Bank of America thinks these chip stocks can do well despite investor concerns
Technology
Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, […]
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Here’s what would it take for an Amazon stock comeback in 2026
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into 2026 poised for gains. The Club name struggled throughout 2025 as Wall Street worried that Microsoft ‘s Azure and Google Cloud were outpacing the growth rate of the No. 1 cloud, Amazon Web Services, and how President […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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