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Semiconductor Surge: JPMorgan Bets AMD, Micron, Arm Will Drive Industry Optimism And AI Demand -...
Benzinga· 1 day agoSemiconductor industry entering upcycle, demand for AI and accelerated compute strengthening....
Arm Holdings' New Planned Artificial Intelligence (AI) Chip Could Jump-Start Revenue Growth. Is Now...
Motley Fool via Yahoo Finance· 7 days agoAccording to a report from Nikkei Asia, Arm will set up an AI chip division that will be partially...
What's Going On With Arm Holdings Stock Thursday? - ARM Holdings (NASDAQ:ARM)
Benzinga· 1 day agoArm Holdings Plc ARM shares are trading higher Thursday in sympathy with NVIDIA Corp NVDA, which...
Semiconductors and AI
The Wall Street Transcript· 2 days ago...NASDAQ:SMCI ), ARM Holdings plc ( NASDAQ:ARM ), Amazon.com, Inc. ( NASDAQ:AMZN ), Meta..., Inc. ( NASDAQ:MPWR ), Lattice Semiconductor Corporation ( NASDAQ:LSCC ), Texas Instruments... ), Taiwan Semiconductor Manufacturing Company Ltd. ( NYSE:TSM ), Samsung Electronics...
Nvidia 'seems bubbly' because it won't be able to maintain its dominant market share, investing...
Business Insider via Yahoo Finance· 19 hours agoThe company's rise comes as developments in AI have driven a need for its advanced hardware. But...
Commerce-backed deal with Emirati AI giant sets off alarm bells in Congress
Politico via Yahoo Finance· 2 hours agoA Commerce Department-backed plan to pry an Emirati artificial intelligence company away from Beijing is sparking growing unease among the very lawmakers it appears designed ...
DuPont is splitting into 3 companies ... again. What does this mean for Delaware?
Delaware Online | The News Journal via Yahoo Finance· 1 day agoElectronics: $4 billion in projected sales The electronics business will provide materials for ...
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet -...
Benzinga· 1 hour agoThis index layers editorial commentary to help make sense of why these stocks should be of interest...
... Amid Rapid AI Advancements, Says Gene Munster - Advanced Micro Devices (NASDAQ:AMD), ARM...
Benzinga· 17 hours agoMunster emphasized the rapid pace of change within the AI industry and identified companies like...
...Bubbly,' Says Renowned Wall Street Investor Rob Arnott - Advanced Micro Devices (NASDAQ:AMD), ARM...
Benzinga· 19 hours ago“The price-to-sales ratio is astronomical, and it’s astronomical because their profit margins are...
