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2024-04-25 03:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The Artisan Developing World Fund returned 11.09% for the quarter ended March 31, 202...
2024-04-24 16:33:29 ET More on Synopsys Synopsys: Potential Further Upside For Compounding Machine Synopsys: A Quality Compounder With A Stretched Valuation Synopsys: Stronger AI Play With Ansys Following A Decent 2024 Start Read the full article on Seeking...
2024-04-24 16:30:56 ET More on Cadence Design Systems Cadence Design Systems, Inc. (CDNS) Q1 2024 Earnings Call Transcript Cadence Design Systems: AI R&D Upside Risk AI Is Going To Give Cadence Design Systems A Boost Read the full article on Seeking Alp...
TSMC (TWSE: 2330, NYSE: TSM) today unveiled its newest semiconductor process, advanced packaging, and 3D IC technologies for powering the next generation of AI innovations with silicon leadership at the Company’s 2024 North America Technology Symposium. TSMC debuted the TSMC A16 TM tec...
2024-04-24 15:22:10 ET More on Taiwan Semiconductor Taiwan Semiconductor Stock: Still Riding AI Boom With Strong Guidance Is Taiwan Semiconductor A Buy After Q1 2024 Earnings Outperformance? Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2024 Earnings Call Transc...
2024-04-24 12:41:22 ET Summary Micron Technology, Inc. is set to benefit from a U.S. government grant, which will boost its competitive stance in high-margin, high-demand areas such as AI applications. The company's recent developments in AI DRAM utilization and partnerships with ...
2024-04-24 11:50:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. Top relative contributors in Q1 included Taiwan Semiconductor Manufacturing Company, ...
2024-04-24 11:00:00 ET Taiwan Semiconductor (NYSE: TSM) became the first Taiwanese chipmaker to list its shares on the New York Stock Exchange on Oct. 8, 1997. It went public at a split-adjusted price of $5.27 per American depositary receipt, and a $1,000 investment in that IPO woul...
2024-04-24 10:15:50 ET Summary S&P 500 companies mentioning AI on earnings calls reach a new high as worker productivity is top of mind. Vertiv Holdings reported strong Q1 earnings, beating operating earnings estimates and increasing guidance, though it missed modestly on its ...
2024-04-24 10:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The portfolio meaningfully beat the benchmark MSCI EAFE Index, as well as the seconda...
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2024-06-01 06:30:00 ET Artificial intelligence (AI) pioneer Nvidia delivered an outstanding quarterly report that crushed Wall Street's expectations, sending shares of the chipmaker soaring as it became clear that AI is going to remain a big growth driver for the company. However, Nvidi...
The Biden Administration’s embargo on AI chip exports to the Middle East has triggered a selloff in the broader sector. VanEck Semicondu...
In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehe...