Melius

Melius predicts Intel, Apple, and AMD could close the gap on AI industry leaders in the second half of the year.

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Melius predicts Intel, Apple, and AMD could close the gap on AI industry leaders in the second half of the year.

Intel’s stock saw a 4% increase on Monday following analysis from Melius Research suggesting that companies like Advanced Micro Devices (AMD), Apple, and Intel could potentially catch up to AI market leaders like Nvidia in the latter half of the year. Analyst Ben Reitzes of Melius Research stated that this surge in stock prices for … Read more

Apple, AMD, and Intel leading the AI ‘catch-up’ trade in the second half of the year, says Melius

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Apple, AMD, and Intel leading the AI ‘catch-up’ trade in the second half of the year, says Melius

Melius Research has identified Advanced Micro Devices (AMD), Intel (INTC), and Apple as key players in the AI “catch-up” trade for the second half of 2024. Market analysts, Julie Hyman and Josh Lipton, are looking into these tech stocks based on insights from Melius Research analyst Ben Reitzes. Reitzes’ note discusses the potential for significant … Read more

Foresee Nvidia Providing Increased Returns to Investors, Predicts Melius’ Ben Reitzes

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Foresee Nvidia Providing Increased Returns to Investors, Predicts Melius’ Ben Reitzes

On a recent episode of CNBC’s ‘Fast Money,’ Ben Reitzes, an analyst from Melius Research, discussed Nvidia’s recent price action and shareholder meeting. Reitzes explained that Nvidia’s stock has been performing well recently, with the company’s share price reaching new highs. He also mentioned that Nvidia recently held a shareholder meeting where they discussed their … Read more