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2024-05-09 22:26:54 ET Summary Fisher's 13F portfolio value increased by 5% to $214B this quarter, with a decrease in the number of holdings from 1161 to 964. Microsoft, Apple, Nvidia, Amazon, and Alphabet are the five largest individual stock positions, accounting for 20% of the ...
2024-05-08 14:19:57 ET Summary Super Micro Computer is experiencing high growth as demand for AI-enabling infrastructure increases. The company's operations may face challenges in the coming quarters as macroeconomic headwinds take shape. SMCI may be caught flatfooted as the firm ...
2024-05-08 13:54:26 ET Summary TMSC is a key player in the AI semiconductor space and has seen its market fortunes improve significantly. The company's robust revenue and earnings growth and its focus on AI chips contribute to its positive outlook. TSM has nearly doubled, hitt...
2024-05-08 10:30:00 ET Chip stocks such as Nvidia ( NASDAQ:NVDA ) have been on an absolute tear over the last 18 months. After falling over 60% from all-time highs in 2022, NVDA stock has returned over 700% in the last year and a half, primarily due to the artificial intelligence (A...
2024-05-07 13:02:41 ET More on Nvidia Nvidia: Fairly Valued, But Potential Huge Annual Returns Persist Nvidia Stock: Love It For The Growth, Trade It Like A Bubble (Technical Analysis) Nvidia: I Totally Underestimated The King Of AI (Upgrade) Druckenmiller cu...
2024-05-07 11:48:10 ET More on GLOBALFOUNDRIES GlobalFoundries: Mixed Outlook But Limited Downside, Initiating With A Hold GlobalFoundries: Still Uncertain About When The Industry Will Recover GLOBALFOUNDRIES Inc. (GFS) Q4 2023 Earnings Call Transcript GLOBAL...
2024-05-07 09:05:01 ET Summary Warren Buffett's decision to sell Apple shares is likely driven by concerns over short-term profit prioritization, weakening market position, and increasing regulatory and geopolitical risks. Apple's failure to deliver innovative projects like Projec...
2024-05-07 05:28:14 ET It's showtime. The second-biggest U.S. company by market cap will be holding a "different kind of Apple Event" on Tuesday, which is somewhat unusual timing given that it's only a month before Apple's ( NASDAQ: AAPL ) annual Worldwide Developers Conference (WWD...
2024-05-06 20:00:48 ET Summary Advanced Micro Devices, Inc.'s quarterly results disappointed investors, with weakness in Gaming and Embedded segments offsetting strong gains in Data Center sales. The company increased its AI GPU target for the year to $4 billion, but investors wer...
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...
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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 ...