Showing 145 to 156 of 210 results
Intel's 2024 Losses Contrast Sharply with Broadcom's AI-Fueled Success
In 2024, Intel suffered a 61% stock value loss, its worst year since 1971, while Broadcom's stock soared 111%, driven by its success in the AI market through custom chip development for major cloud providers.
Intel's 2024 Losses Contrast Sharply with Broadcom's AI-Fueled Success
In 2024, Intel suffered a 61% stock value loss, its worst year since 1971, while Broadcom's stock soared 111%, driven by its success in the AI market through custom chip development for major cloud providers.
Progress
60% Bias Score
AI Drives Tech Boom in 2024, but Tariffs and Supply Chain Risks Loom
Fueled by massive AI investment, technology stocks, led by Nvidia, soared in 2024, outperforming market benchmarks; however, potential tariffs and supply chain disruptions pose risks for 2025.
AI Drives Tech Boom in 2024, but Tariffs and Supply Chain Risks Loom
Fueled by massive AI investment, technology stocks, led by Nvidia, soared in 2024, outperforming market benchmarks; however, potential tariffs and supply chain disruptions pose risks for 2025.
Progress
48% Bias Score
Bernstein Highlights Semiconductor Investment Opportunities Despite 2025 Slowdown
Bernstein analysts predict flat growth for wafer fab equipment in 2025 but see opportunities in semiconductor assembly (BE Semiconductor Industries) and AI-driven chipmaking (Infineon Technologies), with Infineon's AI revenue exceeding €500 million in FY2025 and €1 billion within two years.
Bernstein Highlights Semiconductor Investment Opportunities Despite 2025 Slowdown
Bernstein analysts predict flat growth for wafer fab equipment in 2025 but see opportunities in semiconductor assembly (BE Semiconductor Industries) and AI-driven chipmaking (Infineon Technologies), with Infineon's AI revenue exceeding €500 million in FY2025 and €1 billion within two years.
Progress
36% Bias Score
US Semiconductor Investigation Sparks China's Push for Self-Reliance
The US launched a Section 301 investigation into China's semiconductor industry practices on Sunday, prompting strong opposition from China, which noted that Chinese semiconductor exports to the US are far lower than imports from the US; despite this, China's semiconductor exports grew by 20.3 perce...
US Semiconductor Investigation Sparks China's Push for Self-Reliance
The US launched a Section 301 investigation into China's semiconductor industry practices on Sunday, prompting strong opposition from China, which noted that Chinese semiconductor exports to the US are far lower than imports from the US; despite this, China's semiconductor exports grew by 20.3 perce...
Progress
40% Bias Score
Bank of America Bullish on Semiconductors Despite Predicted Shift in 2025
Bank of America forecasts 15% growth in semiconductor sales to $725 billion in 2025, driven by AI investments and strong memory sales, but predicts a shift in investor interest towards less-crowded sectors in the second half of the year, with China export restrictions posing a short-term risk.
Bank of America Bullish on Semiconductors Despite Predicted Shift in 2025
Bank of America forecasts 15% growth in semiconductor sales to $725 billion in 2025, driven by AI investments and strong memory sales, but predicts a shift in investor interest towards less-crowded sectors in the second half of the year, with China export restrictions posing a short-term risk.
Progress
48% Bias Score
Nvidia Stock: Potential 50% Decline to $65
Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.
Nvidia Stock: Potential 50% Decline to $65
Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.
Progress
52% Bias Score
Nvidia's Stock Soars 174% on AI Boom, but Future Hinges on Blackwell
Nvidia's stock price increased 174% year-to-date due to massive AI investments from major tech companies, but future performance depends on the rollout of its Blackwell chip platform and navigating geopolitical risks.
Nvidia's Stock Soars 174% on AI Boom, but Future Hinges on Blackwell
Nvidia's stock price increased 174% year-to-date due to massive AI investments from major tech companies, but future performance depends on the rollout of its Blackwell chip platform and navigating geopolitical risks.
Progress
48% Bias Score
AMD Stock: A Strong Buy Despite Recent Dip
AMD's stock, down over 8% in December, is seen as a compelling investment opportunity due to its strong position in the AI and high-performance computing markets, driven by its MI300 AI accelerator and EPYC server processors, despite trading at 23 times forward earnings.
AMD Stock: A Strong Buy Despite Recent Dip
AMD's stock, down over 8% in December, is seen as a compelling investment opportunity due to its strong position in the AI and high-performance computing markets, driven by its MI300 AI accelerator and EPYC server processors, despite trading at 23 times forward earnings.
Progress
48% Bias Score
China's Strategic Response to U.S. Semiconductor Crackdown
China is prepared to counter the U.S.'s tightening semiconductor export controls with its own measures, prioritizing a long-term strategic approach focused on technological advancement and international cooperation, rather than immediate retaliation.
China's Strategic Response to U.S. Semiconductor Crackdown
China is prepared to counter the U.S.'s tightening semiconductor export controls with its own measures, prioritizing a long-term strategic approach focused on technological advancement and international cooperation, rather than immediate retaliation.
Progress
48% Bias Score
US Launches Probe into Chinese Semiconductor Makers, Potential Tariffs Loom
The Biden administration initiated an investigation into Chinese semiconductor producers, potentially imposing tariffs on Chinese goods due to concerns about unfair competition and national security, citing the use of older, cheaper production methods and a lack of transparency in the supply chain.
US Launches Probe into Chinese Semiconductor Makers, Potential Tariffs Loom
The Biden administration initiated an investigation into Chinese semiconductor producers, potentially imposing tariffs on Chinese goods due to concerns about unfair competition and national security, citing the use of older, cheaper production methods and a lack of transparency in the supply chain.
Progress
40% Bias Score
Qualcomm Wins Arm Lawsuit: Implications for Licensing and Royalties
A jury ruled that Qualcomm didn't breach its agreement with Nuvia, allowing it to continue using Nuvia technology for custom CPUs, but couldn't decide on Nuvia's potential breach; this impacts Arm's royalty revenue and future licensing strategies.
Qualcomm Wins Arm Lawsuit: Implications for Licensing and Royalties
A jury ruled that Qualcomm didn't breach its agreement with Nuvia, allowing it to continue using Nuvia technology for custom CPUs, but couldn't decide on Nuvia's potential breach; this impacts Arm's royalty revenue and future licensing strategies.
Progress
40% Bias Score
Congress to Vote on Bill Restricting U.S. Investment in Chinese Technology
The U.S. Congress is voting on a bill restricting U.S. investments in Chinese technology due to national security concerns, expanding upon January's Treasury rules to include consumer electronics, real estate purchases near sensitive sites, and a study on the security risks of Chinese-made routers a...
Congress to Vote on Bill Restricting U.S. Investment in Chinese Technology
The U.S. Congress is voting on a bill restricting U.S. investments in Chinese technology due to national security concerns, expanding upon January's Treasury rules to include consumer electronics, real estate purchases near sensitive sites, and a study on the security risks of Chinese-made routers a...
Progress
44% Bias Score
Showing 145 to 156 of 210 results