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2024-07-02 17:14:17 ET Summary Semis outperformed in H1 2024 thanks to favorable conditions, which remain out there going into H2 2024. AI made a huge difference in shaping the results for semis, but it seems China may have also contributed to determining the winners and losers. ...
2024-07-02 13:05:00 ET This article first appeared on our U.S. website and was written by Harsh Chauhan. Nvidia ( NASDAQ: NVDA ) has had an unforgettable run on the stock market since the beginning of 2023. Shares of the graphics card specialist have skyrocketed than...
2024-07-02 13:00:30 ET "ENTG currently stands as the only semiconductor pure play company within the chemicals and materials ecosystem," said Deutsche Bank analyst Melissa Weathers, in a note. "We believe ENTG to have an outsized exposure to the fastest-growing trends in semiconductor manuf...
2024-07-01 16:32:51 ET More on Samsung Electronics Samsung: 3nm Semiconductor Innovations Driving Market Dominance Samsung: Expecting This Laggard To Catch Up On Peers Samsung Electronics Co Ltd (SSNLF) Q1 2024 Earnings Call Transcript Samsung to raise prices...
2024-07-01 15:45:08 ET Summary Lazard Global Total Return and Income Fund Inc offers global diversification and high income, appealing to those seeking to reduce exposure to the US and US Dollar. The Fund's focus on global opportunities allows for better growth and investment oppo...
2024-07-01 08:25:00 ET Summary We're upgrading Apple to a buy after a long, neutral stance. We're more positive about Apple's ability to outperform with Apple Intelligence, a catalyst for new iPhone releases. We also think smartphone demand bottomed and expect to see smartphon...
2024-07-01 07:11:18 ET Summary TSMC is poised to capture a significant share of AI-driven value accumulation within the semiconductor industry, a trend that should extend for a few years. As the world's leading foundry service provider, TSMC is benefiting from a multi-year shift t...
2024-06-30 21:00:00 ET Summary The Top Dividend Growth stock model aims to deliver optimal total return with reliable growth factors and high dividends for higher profitability long-term. Only one stock of the 15 largest Mega Cap stocks with +61.5% YTD returns offers a dividend yi...
2024-06-30 20:37:06 ET Summary Vanguard Total International Stock Index Fund ETF focuses on global companies with dividends. Reducing exposure to U.S. stocks and increasing exposure to global stocks could make sense right now. Top holdings include Taiwan Semiconductor, Novo No...
2024-06-30 09:30:00 ET Summary TSMC has greatly benefited from the AI chip boom in recent months. The potential price hikes for its 3nm chips should help the company fairly easily meet its fiscal goals this year. However, the rising geopolitical risks along with the non-existe...
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2024-07-02 13:05:00 ET This article first appeared on our U.S. website and was written by Harsh Chauhan. Nvidia ( NASDAQ: NVDA ) has had an unforgettable run on the stock market since the beginning of 2023. Shares of the graphics card specialist have skyrocketed than...
2024-06-28 05:02:00 ET If you've paid even the slightest bit of attention to the tech world lately, you probably came across the topic of artificial intelligence (AI). It's harder to escape than a catchy pop song in the summer. With AI mania has come an influx of investors wanting to ca...
2024-06-27 20:30:00 ET July is just around the corner, and you know what that means: Big tech earnings season! Next month, all of the big U.S. technology companies (and several Canadian ones) will be reporting their earnings for the second quarter, the quarter ended June 30. In thes...