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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 11:05:22 ET Summary Snowflake faces challenges with slower growth and tighter margins in FY25, exacerbated by a major security breach affecting major customers like Ticketmaster and Advanced Auto Parts. Management forecasts tighter operating margins for FY25 due to incr...
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 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...
2024-06-16 05:00:00 ET Over the past 10 years, the semiconductor sector has had a clear winner, Nvidia (NASDAQ: NVDA) , and a clear loser, Intel (NASDAQ: INTC) . Intel ceded chip manufacturing leadership to Taiwan Semiconductor Manufacturing (NYSE: TSM) back in t...
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...
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 09:01:24 ET In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) , Intel (NASDAQ: INTC) , and Broadcom (NASDAQ: AVGO) . Check out the short video to learn more, consider subscribing, and click the special offer link below. ...
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2024-07-22 04:30:00 ET Intel (NASDAQ: INTC) has been the rare semiconductor stock that has faltered this year. In fact, as of Friday, Intel was down 34% for 2024, even as the one of the largest semiconductor sector exchange-traded funds (ETFs) was up 42%. And the trend over the ...
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...
2024-07-18 18:26:34 ET Intel (NASDAQ: INTC) stock gained ground in Thursday's trading despite big sell-offs hitting the broader tech sector. The semiconductor company's share price closed out the daily session up 1.2%, according to data from S&P Global Market Intelligence . ...