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2024-06-26 07:17:00 ET Summary Nasdaq and S&P end 3-day losing streak as Nvidia rebounds. South Korea to provide aid to chip manufacturers. Micron Q3 Preview: Expected to beat Wall Street estimates with increased AI exposure and higher DRAM pricing. Listen below ...
2024-06-26 05:11:52 ET More on tech stocks Behind Microsoft's AI-Driven Growth Surge Microsoft: After Generative AI, The Path To More Upside Microsoft Downgrade: Here's The Reality Check On Azure Vs. Amazon's AWS Nvidia, Microsoft emerge as leaders in enterpr...
2024-06-24 11:31:43 ET More on Micron Micron: All Positives Are Priced In Before Earnings Micron Q3 Earnings Preview: Stronger Than Expected Memory Recovery, Micron Remains A Buy Micron Q3 Preview: AI Is Moving To Smartphones Micron keeps bullish ratings, see...
2024-06-23 20:41:31 ET Summary EMXC is an emerging markets fund excluding China, and this will avoid the risk of China as China's economy is going through challenging times. Tensions between China and the U.S. will result in ongoing global supply chain readjustment, and many emerg...
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 06:56:18 ET Summary Qualcomm stock dips after reports of compatibility issues with Samsung's new laptop. Canada planning tariffs on Chinese EV imports, following U.S. and EU actions. WHO warns of fake versions of Novo Nordisk's diabetes medication, Ozempic. ...
2024-06-20 13:33:35 ET More on Qualcomm Qualcomm: The Underestimated AI Play Qualcomm: Key Implications From Apple's AI Announcements Qualcomm: Smartphone AI Revolution Qualcomm to pay $75M to settle shareholders' suit over sales, licensing practices - report...
2024-06-19 05:46:30 ET Summary Apple's stock surged more than 12% after unveiling AI features at WWDC 2024, sparking excitement for potential upgrade cycle. The new AI features for writing, images, and Siri are unlikely to significantly drive upgrades, as similar capabilities are ...
2024-06-18 13:10:16 ET Summary Recently Taiwan Semiconductor Manufacturing officials said that they were considering raising prices charged to NVIDIA. With a 60% market share in chip manufacturing, TSMC is the only company with enough manufacturing capacity to fill NVIDIA's massiv...
2024-06-18 11:55:45 ET More on Intel, Micron, etc. Intel Continues To Lose To Competition Intel: It's Time To Deliver Micron Technology Is Positioned For AI Factory Growth Micron rises after BofA adds to US 1 List Biggest stock mover today: ADSK, AVGO...
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