Here are Thursday's biggest analyst calls: SpaceX, Nvidia, Tesla, Intel, Micron, Oracle, Meta, AMD & more - CNBC

On Thursday, top analysts focused on a range of major tech companies including SpaceX, NVIDIA, Tesla, Intel, Micron, Oracle, Meta, and AMD. These firms are not only driving innovation in their respect... Read original →

NVIDIA’s dominance is triggering a cascading reshaping of the AI tech stack: its Blackwell architecture intensifies power and thermal demands in data centers while straining TSMC’s CoWoS capacity, delaying AMD and Intel’s HPC rollouts. Tightening U.S.-EU export controls on semiconductor equipment are inflating compliance costs for Intel and Micron as they scale 14A/1β DRAM nodes, complicating supply chain coordination across Taiwan, China and Korea. In response, AMD is fast-tracking MI300 deployments tied to Meta’s custom needs, while Intel bets on Gaudi 3 to win cloud contracts. Over the next 12–24 months, the AI chip race will pivot from raw compute to energy efficiency and full-stack integration—vendors lacking end-to-end capabilities risk marginalization, accelerating industry consolidation.