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2024-04-25 12:11:47 ET Summary The Invesco PHLX Semiconductor ETF portfolio has an optimal balance of AI-driven chip companies and those expected to see a cyclical recovery in 2025. The SOXQ ETF has a potential upside of 21% for 2024 on consensus price targets....
2024-04-25 11:10:53 ET More on Nvidia Nvidia's Moat Remains Unchallenged Despite Emerging Players' Advanced AI Chips Nvidia: No Reason For An AI Panic Nvidia Has Rarely Been Cheaper, Long-Term AI Trend Remains Robust Nvidia to buy two Israeli startups aiming ...
2024-04-25 10:40:06 ET More on semiconductors STMicroelectronics N.V. (STM) Q1 2024 Earnings Call Transcript Lam Research Corporation (LRCX) Q3 2024 Earnings Call Transcript Silicon Laboratories Inc. (SLAB) Q1 2024 Earnings Call Transcript Silicon Labs gains ...
2024-04-25 08:20:50 ET Micron Technology Inc (NASDAQ: MU) is in focus today after securing $13 billion from the U.S. government to set up new chip factories in Idaho and New York. Micron received funding as part of the Chips Act The semiconductor behemoth will receive $6.1 billi...
2024-04-25 05:55:31 ET The U.S. Department of Commerce has reached a preliminary agreement with Micron ( NASDAQ: MU ) to provide up to ~$6.14B in direct funding under the CHIPS and Science Act.... Read the full article on Seeking Alpha For further details see: Mi...
2024-04-24 12:41:22 ET Summary Micron Technology, Inc. is set to benefit from a U.S. government grant, which will boost its competitive stance in high-margin, high-demand areas such as AI applications. The company's recent developments in AI DRAM utilization and partnerships with ...
2024-04-24 09:05:00 ET Summary The BUZZ NextGen AI US Sentiment Leaders Index returned 5.39% during the month of March, compared to a return of 3.22% for the S&P 500 Index during the same period. Shares of Coinbase Global Inc. led gains within the BUZZ Index. Technology-re...
2024-04-23 13:35:26 ET Investing in the latest developments in artificial intelligence (AI) has been a wild ride over the past year or so. However, over the past few weeks, investors have had that sinking feeling as many of the stocks in the space lost altitude. The combination of a rap...
2024-04-23 13:00:00 ET Shares of Micron Technology (NASDAQ: MU) are currently down 16% since they hit a 52-week high of $130.54 earlier this month. Some investors are concerned about weakness in key markets where Micron supplies its memory and storage products. However, Citigr...
2024-04-23 09:33:00 ET Shares of top lithography equipment maker ASML Holding (NASDAQ: ASML) took a steep tumble after earnings in mid-April, halving what was a heady 30% run-up in the first few months of 2024. ASML is still sporting big gains so far during the new bull market, but ...
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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...