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2024-05-23 20:55:00 ET Summary Prem Watsa's 13F portfolio value decreased from $1.47B to $1.23B this quarter. Occidental Petroleum, Orla Mining, and Blackberry are the top three positions in Watsa's portfolio, accounting for ~60% of the entire 13F portfolio. Stake disposals in...
2024-05-23 20:20:35 ET More on Netlist Netlist: Underwhelming Q1 2024 Results As Gross Margin Shrinks To 2% Netlist, Inc. (NLST) Q1 2024 Earnings Call Transcript Netlist Q1 2024 Earnings Preview Netlist patent claim invalidated in dispute with Samsung, Micron...
2024-05-23 11:43:56 ET More on semiconductors Nvidia Q1 Earnings: The Bears Are Wrong, This Is Not A Bubble Why I Am Still Buying Nvidia Stock Nvidia Q1: Flawless Execution From The King (Rating Upgrade) Nvidia stock smashes through $1,000 and swells in marke...
2024-05-23 05:40:00 ET Nvidia (NASDAQ: NVDA) is now the third-largest company in the world behind Apple and Microsoft , thanks to a 200% pop in its stock price over the past year, which catapulted its market cap to $2.35 trillion. Nvidia owes most of its recent success t...
2024-05-21 12:31:06 ET Micron Technology, Inc. (MU) J.P. Morgan’s 52nd Annual Global Technology, Media and Communications Results Conference May 21, 2024 08:10 AM ET Company Participants Mark Murphy - EVP & CFO Manish Bhatia - EVP of Global Operations ...
2024-05-21 11:57:33 ET More on Micron Micron: Quiet AI Powerhouse Micron: Stock Is Not Overvalued I'm Upgrading Micron To A Buy As It Wins The HBM Yield Race With SK Hynix Applied Materials, Micron lead chips higher as sector awaits Nvidia's results M...
2024-05-21 10:36:44 ET More on Microsoft Eyes On Nvidia, Microsoft, Wayfair, IBM, And Meme Madness Microsoft: Market Leaders Never Come Cheap - Cloud/AI Remain Growth Drivers Microsoft: At The Forefront Of The AI Revolution Microsoft reveals AI-ready PCs, new...
2024-05-21 07:48:46 ET More on semiconductors 3 Reasons I Bought Nvidia Before Earnings The Big Nvidia News Arrives Tomorrow Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality Dell teams with Nvidia to offer new Blackwell GPUs ...
2024-05-21 07:30:00 ET On Monday, May 20th, Morgan Stanley upgraded Micron Technology (NASDAQ:MU) to Equal-weight from Underweight and significantly raised its price target from $98 to $130. This move reflects the firm’s reassessment of Micron’s potential, particularly in ...
2024-05-21 05:17:58 ET More on tech stocks Micron: Quiet AI Powerhouse TSMC: Derisking China Invasion Threats Intel: Future Is Cloudy Applied Materials, Micron lead chips higher as sector awaits Nvidia's results Apple COO visits Taiwan Semiconductor t...
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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...
BOISE, Idaho, July 30, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that it is shipping ninth-generation (G9) TLC NAND in SSDs, making it the first in the industry to achieve this milestone. Micron G9 NAND features the industry’s highest transfer speed...
2024-07-28 08:15:00 ET Many tech stocks benefited from the emergence of artificial intelligence (AI) into the mainstream. A prime example is semiconductor chipmaker Advanced Micro Devices (NASDAQ: AMD) . AMD shares skyrocketed from a 52-week low of $93.12 last year to a high of ...