Tag: Intel Corp
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Goldman Sachs picks two stocks that could benefit from a chip designer shortage
A structural shortage in labor supply across the semiconductor industry means the firms could be uniquely placed to grow EDA revenues.
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Meet SK Hynix, the trillion-dollar South Korean chipmaker debuting on U.S. markets
Following a more than sevenfold rally in its stock price over the past year, South Korea’s SK Hynix is listing on the Nasdaq.
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We’re exiting our position in an AI chipmaker to lock in big gains
The sale will help us reduce overlapping exposure to the CPU renaissance.
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SambaNova hits $11 billion valuation as investors back Nvidia chip challengers
SambaNova is valued at $11 billion after fresh financing led by General Atlantic, as AI chip startups look to challenge Nvidia.
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Kalshi traders see slim odds U.S. government will take a stake in OpenAI this year
Traders on the prediction markets platform see a less than 30% likelihood the federal government will take a stake in AI companies Anthropic and OpenAI.
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We’re buying more shares of Jim Cramer’s new favorite chip stock
Shares are trading around the same price as our previous purchase in mid-June.
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What caused the pre-holiday chip stock slump and what to do about it
The problem is that we have seen this horror movie before.
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OpenAI proposes 5% stake to Trump administration to ease Washington pressure: report
Trump said in June that the U.S. taking an ownership stake in AI giants would be “a beautiful thing” and make American public “partners in this revolution.”
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Chip stocks that notched record rallies in second quarter start Q3 with a dud
Memory maker Micron, which jumped over 240% in the second quarter, dropped 11% on Wednesday, wiping out nearly $200 billion of market capitalization.
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CNBC Daily Open: AI demand fuels investors’ portfolios while oil posts biggest monthly decline
The tech space continues to be fueled by rising artificial intelligence demand, with investors piling their portfolios in the technology, while Amazon Web Services dabbles with Forward Deployed Engineering units to better compete with OpenAI and Anthropic.
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