Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Chipotle, Disney, Robinhood, Coinbase & more - CNBC

On Friday, analysts focused on several major tech companies, with NVIDIA at the forefront. As a leading GPU manufacturer, NVIDIA's growth in artificial intelligence and data center markets has drawn s... Read original →

Surging AI compute demand is triggering a cascade of semiconductor manufacturing upgrades: NVIDIA’s Blackwell architecture hinges on TSMC’s 3nm EUV process, forcing concurrent advances in EDA tools, advanced packaging, and thermal solutions—upstream suppliers like Entegris and Lam Research now have backlogs extending into 2027. Geopolitical constraints make Taiwan, China’s foundry capacity a strategic chokepoint; while U.S. CHIPS Act subsidies ease capex burdens, export controls inflate compliance costs for non-U.S. fabs by over 30%. AMD is accelerating MI300X ramp to counter NVIDIA’s AI training dominance, while Intel bets on Gaudi 4 paired with its 18A node. Over the next 18 months, 3nm yield curves will dictate AI chip pricing power and accelerate Chiplet adoption beyond GPUs into autonomous driving SoCs, creating cross-platform long-tail value.