The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.

Nvidia stock is up more than 50% over the past three months, leading the broader market rebound after the tariff selloff.

The A.I. chip maker reached the landmark before Apple and Microsoft, as its value rose more than tenfold after ChatGPT’s ...

HSBC analysts upgraded their rating on AMD, noting that its latest series of chips can compete with Nvidia’s Blackwell GPUs.

Key Points Few prominent analysts opted for a cautious stance for Nvidia and Palantir, even as retail investors chase the AI boom.Palantir and Nvidia are undoubtedly delivering stellar numbers, but ...