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2024-06-18 05:15:00 ET Chip stocks have soared since last year alongside a boom in artificial intelligence (AI). As a leader in the industry, Advanced Micro Devices ' (NASDAQ: AMD) stock has risen 28% since last June, outperforming the S&P 500 's increase of 24% in the same ...
2024-06-17 17:20:55 ET Summary Nvidia Corporation has experienced significant growth in stock price and financials, driven by the AI industry's expansion. Nvidia dominates the AI chipset space, but is facing long-term competitive pressure from other players. Strong fundamental...
2024-06-17 11:14:46 ET Summary AMD has lagged behind the broader semiconductor index this year despite robust uptake for its Instinct accelerators in the heat of the AI arms race. The client segment is also benefitting from an early recovery in the PC market, propped by AMD's inhe...
2024-06-17 09:56:21 ET In today's video, I discuss recent updates impacting Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) . Check out the short video to learn more, consider subscribing, and click the special offer link below. ...
2024-06-17 09:45:39 ET Summary Nvidia Corporation is a prime beneficiary of the AI frenzy, supported by booming AI spending. Data Centers now represent 87% of the company's revenue, transforming the business with aggressive product-cycle releases, crushing competition. In the ...
2024-06-17 08:50:11 ET More on Taiwan Semiconductor TSMC: One Of The Cheapest Big Tech/AI Stocks Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes TSMC: Derisking China Invasion Threats Taiwan Semiconductor, Qorvo, others see boost amid Apple g...
2024-06-17 07:46:25 ET More on Arm and Micron Micron Technology Is Positioned For AI Factory Growth Arm Holdings: Think Long Term Arm Holdings: Solid Growth Ahead But Stock Is Overvalued; Initiate With 'Sell' Arm-backed Raspberry Pi soars in London debut in a...
2024-06-15 10:00:00 ET Summary Nvidia Corporation has recorded an impressive rally of +35.2% after the double beat FQ1 '25 results, promising FQ2 '25 guidance, and the long awaited 10-for-1 stock split. With generative AI driving robust sales in both infrastructure and SaaS layers...
2024-06-14 09:35:52 ET Summary Intel's stock has dropped almost 40% YTD due to slow traction in AI compute sales and declining share in the data center market. Despite what initially appears to be disappointing Q1 results, Intel is showing signs of a turnaround with revenue growth...
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...
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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...