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2024-05-06 13:30:38 ET Summary I've underestimated Nvidia Corporation's dominance as the King of AI chips. Nvidia's ability to stay ahead of AMD and Intel in AI is remarkable. Nvidia's Blackwell architecture and Nvidia AI Microservices set up the company well to expand its tot...
2024-05-06 07:45:07 ET More on tech stocks Intel: Analyzing The Challenge Of Meeting Its Five Nodes In Four-Year Plan Nvidia's Stock Is Still A Bargain Intel: Underwhelming Q1 Results Lead To Cloudy Prospects Nvidia supplier SK Hynix's HBM chips almost sold o...
2024-05-06 02:23:42 ET Summary In 1Q 2024, cutting-edge technologies made up 65% of the company’s total revenue (-2 pp q/q). In terms of revenue breakdown by platform, there was weak demand in the smartphones segment (due to seasonality), which was offset by strong demand i...
2024-05-05 08:42:31 ET Summary ASML Holding N.V., a Dutch semiconductor firm, has seen significant stock performance and market cap growth in the last decade. ASML's primary business is the production of lithography machines used by chip manufacturers to make physical chips. A...
2024-05-02 13:18:04 ET Summary My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500. Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a sign...
2024-05-02 13:05:00 ET Summary The AI ecosystem comprises semiconductors, software, other hardware and innovative use cases, all of which play crucial roles in the advancement and adoption of AI. Realistic expectations for 2024 include the potential for a hardware refresh cycle dr...
2024-05-02 10:30:00 ET Summary During the quarter, we added to our TSMC investment, which we initiated in May of last year. We view TSMC as the “toll road” of the semiconductor industry, particularly for AI compute. We believe TSMC has significant untapped pricin...
2024-05-02 10:25:00 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. During the first quarter, Baron Opportunity Fund rose 15.33%, outperforming the broade...
2024-05-02 08:45:00 ET When companies take a tumble after an earnings report, it allows investors to assess whether the issue is a short-term problem or a long-term hurdle. If you have a long-term mindset, you can use short-term pessimism to your advantage and make some fantastic investment...
2024-05-02 08:10:00 ET Summary To understand if this is just a short-term dip or something more meaningful, we must look at the technical and fundamental backdrop that is moving sentiment. Semiconductors and their earnings announcements have been key with the wave of investment in...
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2024-07-22 19:36:17 ET What a difference a week can make on the stock market. This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufa...
2024-07-21 04:30:00 ET The prospect of tighter U.S. restrictions on exports to China and recent comments from presidential candidate Donald Trump knocked some of the wind out of chip stocks. Semiconductor stocks slid as the Biden administration floated the prospect of tougher trade restrict...
2024-07-20 05:25:00 ET Fool.com contributor Parkev Tatevosian answers whether Taiwan Semiconductor (NYSE: TSM) stock is a buy today. *Stock prices used were the afternoon prices of July 17, 2024. The video was published on July 19, 2024. Continue reading For ...