Tag: Taiwan Semiconductor Manufacturing Company Limited
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Nvidia jumps 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain strong.
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Apple announces new Mac Mini and Mac Studio models with AI upgrades
“With these frameworks and new chips, developers can run and fine-tune large AI models locally on their Mac,” Apple said.
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Taiwan’s AI-fueled forecast of 11% GDP growth likely not sustainable, economists say
Taiwan’s economic growth could moderate due to its vulnerability to risks of capex slowdown, macroeconomic downturns, and concentration in semiconductors.
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Stanley Druckenmiller loaded up on Amazon and chip stocks before July rout
Druckenmiller’s Duquesne Family Office dramatically increased its Amazon stake in the second quarter, while leaning further into semiconductors.
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Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.
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Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk
An investor who’s witnessed every major technology for the last four decades joins CNBC’s The Tech Download podcast.
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Apple’s Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant
As Tim Cook gets set to step down as Apple CEO, he’s offering a glimpse into what he may be doing as chairman.
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This Japanese memory maker fell 40% in July — analysts see a buying opportunity
This Japanese memory maker fell 40% in July, but some analysts still see a buying opportunity.
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