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Applied Materials Stock (AMAT) Opinions on Mizuho Analyst Upgrade Amid AI Growth - Quiver Quantitative

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www.quiverquant.com 2026-05-29 Quiver Quantitative

Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027. Sector Performance: Participants also note the

Applied Materials Semiconductor Equipment AI Chips Mizuho Analyst Ratings Stock Price Institutional Investment Insider Trading

Unimicron targets record 2026 revenue with ABF and AI system-board push

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digitimes.com 2026-05-29

Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s

AMD: Winning The AI Race Without Beating Nvidia (Upgrade) (NASDAQ:AMD) - Seeking Alpha

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seekingalpha.com 2026-05-28 Seeking Alpha

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Nvidia’s Just Getting Started, It’s Time To Buy (Rating Upgrade) (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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Nvidia Stock: The Bigger Setup For Higher Is Now Here (Technical Analysis, Upgrade) (NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-26 Seeking Alpha

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Holy Stone Enterprise says AI power surge will deepen global MLCC shortages

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digitimes.com 2026-05-26

Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.

AI Chip Rally: NVDA, MU, QCOM Draw Bullish Upgrades - Gotrade

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www.heygotrade.com 2026-05-25 Gotrade

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NVIDIA (NASDAQ:NVDA) Upgraded to "Strong-Buy" at Wall Street Zen - MarketBeat

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www.marketbeat.com 2026-05-23 MarketBeat

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NVIDIA (NVDA) Stock Drops Despite Positive Rating Upgrade - GuruFocus

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www.gurufocus.com 2026-05-23 GuruFocus

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