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2024-02-20 12:38:54 ET More on Advanced Micro Devices, Nvidia, etc. AMD: Navigating Challenges At Extreme Highs (Technical Analysis, Downgrade) Nvidia Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity Poking Holes In The Nvidia Bear Case: Q4 Pre-Earning...
BOISE, Idaho, Feb. 20, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced two new Crucial Pro Series products with the addition of overclocking-capable memory and the world’s fastest Gen5 SSD. The Crucial DDR5 Pro Memory: Overclocking Edition modules are ava...
2024-02-19 06:05:24 ET More on GlobalFoundries GLOBALFOUNDRIES Inc. (GFS) Q4 2023 Earnings Call Transcript GLOBALFOUNDRIES Inc. 2023 Q4 - Results - Earnings Call Presentation GlobalFoundries: Still A Sell, Not Our Pick Of The Fabs GlobalFoundries downgra...
2024-02-18 19:25:00 ET Summary Nvidia reports Wednesday, 2/21/24 after the closing bell. Per Briefing.com, Street consensus expects $4.59 in EPS on $20.4 billion in revenue. Walmart reports Tuesday morning, February 20, 2024, before the opening bell. S&P 500 forward 4-quar...
2024-02-17 21:57:40 ET More on Intel Intel's Secret Weapn Intel: Buy The Dip After Earnings, Tailwinds Expected In 2024 Intel Fair Prices Are Still Disappointing, Reiterating Sell Rating OpenAI CEO Altman said to seek US approval for new AI chip bet: report ...
2024-02-17 09:20:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. During Q4 2023, Baron Technology Fund rose 18.95% (inst. shares), outperforming the MS...
2024-02-15 22:49:22 ET Summary Prem Watsa's 13F portfolio value decreased from $1.86B to $1.47B this quarter. The top three positions in Watsa's portfolio are Occidental Petroleum, Micron Technology, and BlackBerry, accounting for ~60% of the entire portfolio. Watsa increased ...
2024-02-14 15:10:03 ET Summary The global COVID-19 pandemic has led to a shift towards reshoring in the semiconductor industry as supply chains are disrupted and geopolitical tensions rise. Reshoring efforts are leading to increased capex spending by semiconductor companies, benef...
2024-02-14 12:18:19 ET More on Taiwan Semiconductor: TSMC: Tread Carefully Along The Semiconductor Tide Taiwan Semiconductor: Highly Wanted Advanced Technology Taiwan Semiconductor Q4: Meaningful Tailwind Expected In 2024 Taiwan Semiconductor snaps six straig...
2024-02-12 10:57:46 ET More on Netlist Netlist: A Strong Sell Due To Weak Performance And Overvaluation Netlist jumps as trial in Micron patent lawsuit cancelled Seeking Alpha’s Quant Rating on Netlist Historical earnings data for Netlist Finan...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...