Tag: iShares Semiconductor ETF
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TSMC’s September sales jump more than 50% year over year
TSMC’s September net revenue came in at 511.86 billion New Taiwan dollars
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SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
SpaceX shows that companies are making a return on their AI compute investments, according to Jim Cramer.
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Another Micron triple? Where we agree with this wildly bullish call and where we don’t
Micron shares are too cheap. But the debate around the sustainability of the cycle isn’t ending anytime soon.
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Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase
Since SpaceX’s record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
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Micron to nearly triple as investors wake up to value, D.A. Davidson says: ‘If you don’t buy it, they will’
Micron Technology is poised for more gains. The chipmaker is in future sales for memory and storage solutions, one analyst says.
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Marvell just gave a bullish outlook. It led TD Cowen to upgrade the stock
The bank upgraded the chip stock to buy from hold.
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Trillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
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Wall Street says Elon Musk’s Terafab talks with TSMC could spell bad news for Intel
Intellectual property licensing or a process-technology agreement are options in play, analysts say.
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Nvidia’s $20 billion Groq deal faces lawsuit alleging startup’s stockholders were shortchanged
The case alleges that the licensing deal “squeezed out” stockholders by giving them a “lowball price.”
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Josh Brown takes a look at winners and losers on his Best Stocks list as Q4 begins
Josh Brown and Sean Russo take a look at four names that have made their Best Stocks in the Market list — two winners and two losers.
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