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2024-06-14 01:02:38 ET Summary Tepper's 13F portfolio value increased to ~$6.75B with 37 holdings, top positions in Alibaba, Amazon.com, Microsoft, Meta Platforms, and Nvidia. New stakes in Adobe, iShares China Large Cap ETF, Boeing, JD, KraneShares China Internet, and Lyft. S...
2024-06-13 11:11:05 ET Read the full article on Seeking Alpha For further details see: US semis might gain from higher notebook sales, AI PC cycle one year out: Citi
2024-06-13 09:15:24 ET Palm Beach, FL – June 13, 2024 – High-performance computing (HPC) servers are specialized computer systems designed to deliver exceptionally high computational power and processing capabilities. These servers are used for tasks that demand massive comput...
2024-06-13 08:32:02 ET Summary Intel's fundamental problems are highlighted by stagnant revenue growth, inability to compete in GPUs, and weak balance sheet. Recent developments reveal missed revenue estimates, weak guidance, and Intel's GPU market share diminishing to zero. T...
2024-06-12 13:24:06 ET Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have experienced significant volatility in recent months. After soaring to above $220 per share in March this year, the stock has tumbled to below $150 and now trades at $160. The semiconductor giant, renowned fo...
2024-06-12 09:25:00 ET Summary It is understandable that many default to the assumption that AI advancements are highly beneficial for Nvidia and consequently they opt to invest in NVDA stock. Nvidia has maintained extremely high gross margins and this raises the question of wheth...
2024-06-12 07:45:00 ET As the artificial intelligence (AI) revolution continues to gain steam, chipmakers Advanced Micro Devices (NASDAQ: AMD) and Qualcomm (NASDAQ: QCOM) have experienced widely differing fortunes on the stock market in 2024 so far. While one is outperformin...
2024-06-11 16:43:38 ET Summary Nvidia's stock rally has intensified, driven by investor enthusiasm about the AI boom. Competition from AMD and Intel is increasing, posing a potential threat to Nvidia's dominance in the chipmaking industry. While Nvidia's growth is impressive, ...
2024-06-11 15:00:00 ET Summary There's no question that Nvidia Corporation is firing on all cylinders as it continues to dominate in the AI accelerator sector. The bear thesis has not proven fruitful, with competition from Advanced Micro Devices falling short and margins continuin...
2024-06-11 14:37:47 ET Summary AMD's valuation is high, with future growth priced in early. This could lead to volatility, making it risky for investors to buy at current levels. Intel's strategy targets AI and data center growth but faces competition from Nvidia and AWS, who lead...
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SANTA CLARA, Calif., July 22, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced that AMD President Victor Peng is retiring effective August 30, 2024. He will continue to serve on the AMD executive team in an advisory role and support the transition until his retirement date. ...
2024-07-21 09:53:00 ET Many investors want to pick stocks that beat the average return of the market indexes. To achieve that goal, it can be to your advantage to buy shares of promising growth stocks when they go on sale. Here are two growth stocks that recently pulled back off their h...
2024-07-21 04:30:00 ET The prospect of tighter U.S. restrictions on exports to China and recent comments from presidential candidate Donald Trump knocked some of the wind out of chip stocks. Semiconductor stocks slid as the Biden administration floated the prospect of tougher trade restrict...