Tag: iShares Semiconductor ETF
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Jim Cramer questions Anthropic CEO’s slowdown manifesto and puts forth an action plan
While I have grown tired of his endless proclamations, Dario Amodei does raise points that will impact many stocks if the spending curb proceeds.
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Europe is still waiting for a trillion-dollar company. Here’s PitchBook’s frontrunner
“With average growth assumptions, Europe should see a significant number of trillion-dollar public companies emerge by the late 2030s,” the analysis firm said.
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Leopold Aschenbrenner’s Situational Awareness is active in options market, sources say
Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC’s David Faber.
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Chinese Nvidia rival Enflame soars 206% on stock market debut as AI demand stays hot
Chinese AI chipmaker Enflame, an Nvidia rival and one of China’s “four little dragons,” made its Shanghai market debut.
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Jim Cramer’s least-favorite tech stock gets a new analyst endorsement — our take
Analysts at Piper called Broadcom the “ASIC compute king” in a new note to clients.
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Piper Sandler says AI is causing ‘insatiable demand’ for compute capacity. These two stocks will benefit most
Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuThe rise of agentic artificial intelligence is making compute even more in demand than it was before. Piper Sandler thinks two
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World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
TSMC reported monthly sales revenue for August on Thursday.
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Three pieces of advice HSBC has for AI investors
Investors should focus on tech with the strongest monetization and less-stretched valuations, such as South Korean memory chips and Taiwan’s semiconductors.
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CNBC Daily Open: Sanctions, strikes and the road to $100 oil
Washington says economic pressure will help bring its war with Iran to an end. But the missiles still seem to be flying.
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Two chips stocks may signal the path forward for the market, says NYSE insider Jay Woods
The Freedom Capital Markets chief market strategist is watching Nvidia and Broadcom to see where the S&P 500 could go next.
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