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Microsoft's Revised OpenAI Deal Strengthens AI Strategy, Wedbush Securities Says

Yahoo2026.05.12Source: Yahoo

Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int

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Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

Yahoo2026.05.12

Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12 months. That implies 17% upside, and our recommendation is buy with high confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $404.54 24/7 ... Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

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Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap

Yahoo2026.05.12

The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.

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Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Yahoo2026.05.12

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround