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2024-04-26 06:54:30 ET More on tech stocks I'm Upgrading Micron To A Buy As It Wins The HBM Yield Race With SK Hynix Micron: CHIP Grants Are Rocket Fuel (Rating Upgrade) Why Micron Technology Is A Solid Investment For The Future Of Data Centers And AI Huawei'...
2024-04-26 05:07:53 ET More on tech stocks Wall Street Lunch: Big Tech Bearishness? Magnificent 5 Or 7? Earnings Preview With Steven Cress High-Quality Dividend Growth Near 52-Week Lows: Apple Is Attractive Apple gets queries from Congo on concerns related to...
2024-04-25 16:15:00 ET Summary The current generative AI boom is driven by a spectacular increase in the capacity of microchips. A web of servers can perform calculations on these extremely large datasets. We discuss the spectacular innovations giving rise to Nvidia as a leadi...
2024-04-25 13:07:43 ET Summary Memory companies are facing low yield rates in their race to pass qualification tests for NVIDIA's next-gen AI GPUs. Samsung may become the sole supplier of 12-layer HBM products for Nvidia, as SK Hynix's 12-layer product is encountering process issu...
2024-04-25 12:20:00 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. Baron New Asia Fund gained 6.36% (Institutional Shares) during the first quarter of 20...
2024-04-25 11:15:00 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. Baron Emerging Markets Fund gained 2.50% (Institutional Shares) during the first quart...
2024-04-25 08:30:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
2024-04-25 08:00:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
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...
2024-04-25 03:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The Artisan Developing World Fund returned 11.09% for the quarter ended March 31, 202...
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Taiwan Semiconductor Manufacturing Co (NYSE:TSM) announced on Wednesday that its new chip manufacturing technology, “A16,” will st...
On Tuesday, Samsung Electronics Co (OTC:SSNLF) announced that it has started mass production of the world’s most advanced 286-layer NAND...
The U.S. government is awarding Samsung Electronics Co (OTC:SSNLF) up to $6.4 billion to expand its chip-making operations in Taylor, Tex...