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2024-06-25 09:47:34 ET Summary As Nvidia, AMD, and soon Intel start to roll out their next generation of AI accelerators, the focus is now shifting towards power consumption per chip. Morgan Stanley is estimating global data center power use will triple this year, from ~15 TWh in ...
2024-06-25 05:10:00 ET Fool.com contributor Parkev Tatevosian compares Taiwan Semiconductor Company (NYSE: TSM) and Intel (NASDAQ: INTC) to determine the better semiconductor stock to buy today. *Stock prices used were the afternoon prices of June 22, 2024. The video w...
2024-06-24 13:16:36 ET Summary Intel is rapidly transforming into a top U.S. foundry company to manufacture high-end semiconductors, with government funding support. Intel's new business setup and reinvestment effort could support significant sales/income growth into 2029. Wit...
2024-06-23 00:26:07 ET Summary Stock market in 2024 has rallied without major pullbacks, concentrating returns in a few companies, and lagging performance in other sectors. 10 companies alone in the market-weighted S&P 500 are responsible for 71% of the YTD returns. Two of...
2024-06-22 12:45:00 ET With the 2024 U.S. presidential elections heating up next week in the form of the first debate, Goldman Sachs' portfolio strategy research team took a look at American companies which have the biggest exposure to domestic and international sales.... Read the ful...
2024-06-22 08:40:00 ET Artificial intelligence (AI) phenomenon Nvidia (NASDAQ: NVDA) recently overtook Microsoft to become the most-valuable company in the world. Valued at more than $3 trillion, Nvidia has delivered incredible gains for investors as sales of its AI chips explod...
2024-06-22 05:13:55 ET Summary Short interest in GFS is higher than most, especially in the foundry space, and there appears to be several reasons why. The foundry market is still facing soft demand, except in some areas, but GFS seems to be having a tougher time than other foundr...
2024-06-21 17:58:50 ET Summary Micron Technology, Inc. is benefiting from the AI enterprise wave, with revenue forecasts for 3Q 2024 higher than originally anticipated. Micron's HBM3E products cater to high-bandwidth memory market demand, allowing for higher profit margins. Mi...
Issued on behalf of Avant Technologies Inc. VANCOUVER – USA News Group – The ongoing massive uptake of global artificial intelligence (AI) adoption is boosting efficiency and innovation across sectors, according to a new study from McKinsey . With...
2024-06-21 10:22:22 ET More on S&P 500 Index: SP500: Why The Next Decade Might Underwhelm Investors After The Summit: U.S. Energy, Global Energy - Drivers And Opportunities Market Living On Borrowed Time Nasdaq, S&P, and Dow trade mixed while yields s...
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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 . ...