Tag: iShares Semiconductor ETF
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Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence President and CEO Anirudh Devgan said AI is a growth driver, not a threat, as increasingly complex chips drive demand for the company’s design tools.
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Nvidia’s AI moat is shifting from chips to capital
Nvidia still has dominant market share in AI chips, but with competition picking up steam, the company is taking greater advantage of another key asset.
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CNBC’s The China Connection newsletter: Money or power? The key to winning the AI race
The U.S. can outspend China in financing artificial intelligence development, but is that the only factor that matters?
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Nvidia’s stock has started to come alive. Here’s 3 reasons why it can continue
The leading AI chipmaker has rebounded since late July.
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Two memory stocks are reasserting themselves as leaders by clearing key levels, says Katie Stockton
The founder of Fairlead Strategies breaks down the technicals on these memory chipmakers.
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Chart analyst says it’s time to hedge. The typical midterm election year turbulence starts this week
The stock market rally has been nothing short of impressive, but investors shouldn’t get complacent.
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Nvidia backs financing for OpenAI data center in Ohio
Technology giants are shelling out billions to scale capacity to meet massive data center demand.
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This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips
Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand.
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Investors question data center loan valuations after latest Nvidia financing move
Data center loans are much more complex than mortgages and auto loans, investors caution
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CEO of Intel just gave Jim Cramer one more reason to call it his favorite stock
Intel on Wednesday revealed CEO Lip-Bu Tan as a big buyer in the massive stock sale that the company announced this week.
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