GF Securities Co., Ltd. Class A 000776

New rivals could weaken one of Dell's biggest growth engines

AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets

GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.

Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

Credo's revenue tripled last year, and analysts see SpaceX's emerging neocloud ambitions creating another major growth opportunity for the AI networking specialist.

Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.

Top Bank Says SpaceX's AI Expansion Could Supercharge Nvidia and Intel

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, GF Securities upgraded the company’s stock to “Buy” with a price objective of $48. As per the analyst Evan Lee, while the upcoming ~15% dilution has impacted the company’s stock […]

SMCI rose 28% in two days, notching its best two-day performance since May 2025.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 15.2% in the afternoon session after NVIDIA unveiled the Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, where Super Micro was named alongside Dell as a global system builder launching custom Vera Rubin NVL4 racks.

Super Micro Stock Jumps After Analyst Cites Massive SpaceX Opportunity

An investment firm thinks that Supermicro stock is poised to soar.

GF Securities sees upside after the recent selloff.

Google TPU Order May Signal Foundry Momentum Ahead

Computex Lights Up AI Chip Stocks as Nvidia and Rivals Push New Plans

The firm expects the company to reach profitability by 2028.