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Michael Parekh said in an exclusive interview with Stocktwits that TSMC has become the primary bottleneck limiting Nvidia’s long-term AI growth potential.

Michael Parekh said in an exclusive interview with Stocktwits that a future agreement between China and the U.S. on chip exports could force Wall Street analysts to revise Nvidia revenue forecasts.

IPO optimism, robust corporate earnings, and a $2 billion quantum computing push aided U.S. stock indices this week.

During his speech, Trump said that the Fed lost its way in the eyes of many over the past few years, adding that the central bank got distracted by concerns far removed from its mission and mandate.

Michael Parekh said in an exclusive interview with Stocktwits that Nvidia’s stock reaction indicates investor rotation into upcoming AI IPOs rather than concerns about the company’s fundamentals.

Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand.

GameStop stated in its filing with the U.S. Securities and Exchange Commission that it is seeking shareholder approval to increase its authorized common shares to 2.5 billion from 1 billion.

Iran stated that the latest U.S. proposal has helped bring the two sides closer to a deal, but added that it is reviewing the terms put forth by the United States.

Analysts at Needham lowered their price target for Workday to $180 from $300, while keeping a ‘Buy’ rating on the stock.