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How Xi Jinping Is Preparing To Win Chip Battle With US: $143B Package, WTO Dispute, Allying With South Korea
Tuesday, December 13, 2022 - 9:46am | 493Read More...China is reportedly planning a one trillion yuan ($143 billion) support package for its semiconductor industry to counter Washington's sweeping export controls on chips, a day after launching a W.T.O. dispute. What Happened: Beijing, in a bid to bolster the semiconductor production and research...
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3 Applied Materials Analysts On Earnings After Report Triggers A Rally
Friday, November 18, 2022 - 12:32pm | 400Read More...Applied Materials, Inc's (NASDAQ: AMAT) quarterly earnings triggered a rally. Mizuho Securities On Applied Materials Analyst Vijay Rakesh maintained a Buy rating while raising the price target from $90 to $115. The company reported healthy revenues and earnings and “guided JanQ to $6...
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Nvidia Crypto Mining Chip Sales Plummet Further: Ethereum (ETH) Merge Fallout?
Thursday, August 25, 2022 - 4:09am | 445Read More...Chip manufacturing giant Nvidia Corp (NASDAQ: NVDA) reported a 66% quarterly revenue decline in its original equipment manufacturing (OEM) segment, which accounts for sales from its cryptocurrency mining processor (CMP) product line. What Happened: Nvidia’s OEM revenue for...
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Advantage AMD: Analyst Flags Delay In Intel Server Chip Shipment
Friday, June 17, 2022 - 6:11am | 394Read More...Intel Corp's (NASDAQ: INTC) product misstep woes are likely to return to haunt the company, casting more clouds over its turnaround efforts. What Happened: The highly-anticipated Intel server chips, codenamed "Sapphire Rapids," may not ship until the second quarter of...
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There Are 'A Lot Of Reasons' To Like This Semiconductor Stock Says Pete Najarian
Monday, June 13, 2022 - 2:49pm | 350Read More...Micron Technology, Inc. (NASDAQ: MU) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report." What Happened: UBS analyst Timothy Arcuri reiterated Micron as a top pick in the semiconductor space. Acuri noted that investors continue to overlook several...
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To Buy Or Sell AMD Following Downgrade? It Depends On Your Approach
Thursday, March 31, 2022 - 4:53pm | 432Read More...Advanced Micro Devices Inc (NASDAQ: AMD) was featured as the call of the day Thursday on CNBC's "Fast Money Halftime Report." What Happened: Barclays analyst Blayne Curtis downgraded AMD from an Overweight rating to an Equal-Weight rating and lowered the price...
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Is Nvidia A Software Play? What This Analyst Sees As 'Software-Only Monetization Opportunities'
Thursday, March 31, 2022 - 11:12am | 443Read More...Nvidia Corporation (NASDAQ: NVDA) held its GTC 2022 earlier this month, where it announced a slew of products and services. An analyst at Wells Fargo Securities singled out the company's pivot to software as a key takeaway. The Nvidia Analyst: Aaron Rakers has an Overweight rating and a $...
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Nvidia CEO Announces New H100 Datacenter Chips, AI Platform Updates, Grace CPU Superchip And More At 2022 GTC
Tuesday, March 22, 2022 - 2:31pm | 655Read More...Nvidia Corporation's (NASDAQ: NVDA) CEO Jensen Huang announced a slew of new product and initiatives at the keynote address of the GTC 2022 virtual conference, which goes with the tagline "Hopped Up." The event will run through Thursday, March 24 and feature a slew of speakers ...
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A Tale Of Two Chip Stocks: Intel, Texas Instruments Get The Ball Rolling For Semiconductor Earnings
Sunday, January 23, 2022 - 9:51am | 561Read More...Intel Corporation (NASDAQ: INTC) and Texas Instruments Incorporated (NASDAQ: TXN) report quarterly results this week, marking the beginning of the big tech earnings season. Texas Instruments is scheduled to report Tuesday after the close, and Intel will release its quarterly report...
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10 Best Performing S&P 500 Stocks Of 2021
Friday, December 31, 2021 - 1:46pm | 633Read More...The S&P 500 delivered one of its best years in recent history in 2021, gaining more than 27%. Most U.S. investors had a lot of winners in their portfolios this year, but some stocks certainly performed better than others. Here’s a look at the 10 best-performing stocks in the entire S&...
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9 Semiconductor Themes For 2022: Automotive Chip Shortage, Strong Cloud Demand, AI/ML Powering Metaverse And More
Friday, December 17, 2021 - 2:40pm | 1209Read More...Recent supply chain conditions set up the semiconductor sector for substantial revenue in 2022 with much of the growth coming from substantial restocking by customers, according to an analyst at Morgan Stanley. Here are the dominant themes for the sector in 2022, according to ...
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Qualcomm Falls On Heavy Options Volume
Thursday, December 16, 2021 - 5:07pm | 461Read More...Qualcomm, Inc. (NASDAQ: QCOM) is down more than 6.5% heading into the last hour of trading on Dec. 16 on heavy options volume. What Happened: Currently the stock has traded more than 141,000 options on the day with over 94,000 calls and 46,000 puts (image above). Today's...
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Video Shows Tesla Model Y With AMD Ryzen Processor Brings Infotainment Improvements
Tuesday, November 30, 2021 - 6:40pm | 385Read More...It was recently revealed Tesla Inc's (NASDAQ: TSLA) Performance Model Y in China would be enhanced in more ways than one. In addition to the vehicle having an impressive 0 to 60 time of 3.5 seconds, it now also comes with a high-performance AMD Ryzen processor. A new video...
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If You Invested $1,000 In Nvidia Stock When Jim Cramer Named His Dog After Tech Giant, Here's How Much You'd Have
Friday, November 26, 2021 - 10:33am | 504Read More...A well-known television host decided to name one of his pets after a top-performing stock. Here’s how much shares are up since the announcement. What Happened: Jim Cramer decided to take his bullish stance on chip company NVIDIA Corporation (NASDAQ: NVDA) one step further back in 2017. On...
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GlobalFoundries Is At The Right Place, At The Right Time, BofA Says
Monday, November 22, 2021 - 2:21pm | 266Read More...GlobalFoundries Inc (NASDAQ: GFS) is well-positioned with only a 10% share of an addressable market opportunity estimated at $70 billion, across smartphone devices, IoT, automotive and data center, according to BofA Securities. The GlobalFoundries Analyst: Vivek Arya initiated coverage of...















