I upgrade AMD (AMD) to Hold, recognizing underestimated AI infrastructure tailwinds and robust data center demand supporting revenue growth. AMD's limited operating leverage and lagging EPS growth ...
Broadcom (AVGO) is upgraded to Strong Buy, as aggressive earnings revisions drive forward P/E ratios to attractive levels. AVGO's forward P/E is expected to fall below 20 within two years, supported ...
The current DDR5 RAM price rises are alarming. In just a handful of weeks, prices have more than tripled for PC RAM upgrades, raising the cost of 32GB DDR5 kits from under $100 to well over $300. It's ...
During Black Friday, Dell lowered the price of its venerable 34" Alienware AW3423DWF QD-OLED gaming monitor from $900 to just $499.99 shipped. That was a new historical price low, but today there's a ...