Showing 181 to 192 of 253 results
Nvidia's CES Announcements Send Shares to Record High
At CES 2025, Nvidia CEO Jensen Huang announced the GeForce RTX 50 series gaming chips using Blackwell architecture and the Cosmos AI platform for applications like autonomous vehicles and robots, leading to a record high for Nvidia shares on Tuesday before a slight dip, with analysts citing the comp...
Nvidia's CES Announcements Send Shares to Record High
At CES 2025, Nvidia CEO Jensen Huang announced the GeForce RTX 50 series gaming chips using Blackwell architecture and the Cosmos AI platform for applications like autonomous vehicles and robots, leading to a record high for Nvidia shares on Tuesday before a slight dip, with analysts citing the comp...
Progress
56% Bias Score
Le Maire to Advise ASML on European Semiconductor Investment
Former French Economy Minister Bruno Le Maire will advise Dutch semiconductor company ASML on European investment starting January 2025, following approval from France's public transparency authority with conditions to avoid conflicts of interest; this comes as ASML considers moving production to Fr...
Le Maire to Advise ASML on European Semiconductor Investment
Former French Economy Minister Bruno Le Maire will advise Dutch semiconductor company ASML on European investment starting January 2025, following approval from France's public transparency authority with conditions to avoid conflicts of interest; this comes as ASML considers moving production to Fr...
Progress
36% Bias Score
ASML Forecasts Strong Revenue Growth Despite 2024 Slowdown
ASML, Europe's formerly largest tech firm, projects 7-25% revenue growth in 2025 (€30bn-€35bn) despite a 2024 slowdown due to weaker-than-expected semiconductor recovery; long-term projections show €44bn-€60bn revenue by 2030, driven by its dominant position in EUV lithography and continued strong b...
ASML Forecasts Strong Revenue Growth Despite 2024 Slowdown
ASML, Europe's formerly largest tech firm, projects 7-25% revenue growth in 2025 (€30bn-€35bn) despite a 2024 slowdown due to weaker-than-expected semiconductor recovery; long-term projections show €44bn-€60bn revenue by 2030, driven by its dominant position in EUV lithography and continued strong b...
Progress
40% Bias Score
South Korea's Record \$683.76 Billion Export Revenue in 2024 Driven by Tech Demand
South Korea's 2024 export revenue reached a record \$683.76 billion, exceeding 2022's record, driven by strong demand for semiconductors and other tech products, resulting in a \$51.77 billion trade surplus, reversing the 2023 deficit.
South Korea's Record \$683.76 Billion Export Revenue in 2024 Driven by Tech Demand
South Korea's 2024 export revenue reached a record \$683.76 billion, exceeding 2022's record, driven by strong demand for semiconductors and other tech products, resulting in a \$51.77 billion trade surplus, reversing the 2023 deficit.
Progress
36% 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 Chip Exports Surge Despite US Sanctions
Despite US sanctions, China's integrated circuit exports reached 1.03 trillion yuan ($141 billion) in the first 11 months of 2024, a 20.3 percent year-on-year increase, driven by government support and spurred innovation, while US sanctions cost its suppliers an estimated $130 billion.
China's Chip Exports Surge Despite US Sanctions
Despite US sanctions, China's integrated circuit exports reached 1.03 trillion yuan ($141 billion) in the first 11 months of 2024, a 20.3 percent year-on-year increase, driven by government support and spurred innovation, while US sanctions cost its suppliers an estimated $130 billion.
Progress
48% Bias Score
China's Taiwan Pressure Heightens Conflict Risk
China's increasing military pressure on Taiwan, led by President Xi Jinping, raises the risk of conflict by 2049, despite Taiwan's democratic identity and lack of support for unification; the West faces a critical decision regarding intervention.
China's Taiwan Pressure Heightens Conflict Risk
China's increasing military pressure on Taiwan, led by President Xi Jinping, raises the risk of conflict by 2049, despite Taiwan's democratic identity and lack of support for unification; the West faces a critical decision regarding intervention.
Progress
52% Bias Score
Market Soars on First Trading Day of 2025
On January 1st, 2025, major stock market indices surged, fueled by gains in cryptocurrencies (Bitcoin above \$96,000), meme stocks (impacted by Roaring Kitty's posts), and semiconductor stocks; the Dow rose over 300 points, while the S&P 500 and Nasdaq gained 0.7%.
Market Soars on First Trading Day of 2025
On January 1st, 2025, major stock market indices surged, fueled by gains in cryptocurrencies (Bitcoin above \$96,000), meme stocks (impacted by Roaring Kitty's posts), and semiconductor stocks; the Dow rose over 300 points, while the S&P 500 and Nasdaq gained 0.7%.
Progress
56% Bias Score
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
Showing 181 to 192 of 253 results