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2024-05-16 14:08:55 ET Billionaire investor Philippe Laffont's Coatue Management exited its stakes in Apple ( NASDAQ: AAPL ) and Walt Disney ( NYSE: DIS ), picked up new positions in Qualcomm ( NASDAQ: QCOM ) and Broadcom ( AVGO ), and massively increased its hol...
2024-05-16 11:47:30 ET More on Qualcomm Qualcomm: In Excess Of 40% Of Revenues Potentially In Danger Smartphone And PC Industry Rebound Make Qualcomm A Buy Qualcomm: Surging AI Optimism Not Warranted Apple, smartphone component suppliers, could see AI boostin...
2024-05-16 05:47:41 ET More on Taiwan Semiconductor Taiwan Semiconductor: Breaking Major Upside Levels (Technical Analysis) Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown TSMC: Charting A Path To $185 Taiwan Semiconductor in spotlight a...
2024-05-16 01:01:00 ET Summary Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. Markets were mostly positive in Q1 2024, with the ongoing notable ex...
2024-05-15 17:19:19 ET Summary With customers forecasting modest growth, Nvidia Corporation's Q1 '25 earnings release is crucial for the market's direction, with the potential to drive the bull market or trigger a bear market. Nvidia intends to ramp up production of Spectrum-X in ...
2024-05-15 16:10:00 ET Nvidia ( NASDAQ:NVDA ) has been among the hottest tech stocks globally in the last 18 months. The semiconductor giant is selling shovels amid the artificial intelligence (AI) gold rush as demand for its graphics processing units (GPUs) has exploded over th...
2024-05-15 15:51:25 ET Summary KLA designs and sells "metrology and inspection" equipment, which plays a crucial role in yield enhancement for semiconductor manufacturing. KLA reported higher than expected EPS and revenue for Q3 2024. KLA holds a dominant market position in th...
2024-05-15 15:24:27 ET Semiconductor stocks have been the front and centre of all financial debates as investors and analysts alike continue to focus on artificial intelligence this year. Having said that, here are the top 4 top-performing semiconductor stocks for quick returns. Nvi...
2024-05-15 06:05:00 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 Technology Fund outperformed the MSCI ACWI Information Technology Index and the ...
2024-05-15 06:00:00 ET The trillion-dollar stock club is a very exclusive list. There are only seven companies worldwide at that level, but these are some of the most recognizable brands on Earth. We're talking about names like Microsoft , Apple , and Amazon , but a few lesser-k...
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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 ...