Showing 193 to 204 of 253 results
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
Trump's Tariffs, China's Countermoves: A New Era of Economic Competition
President-elect Trump's threat to impose 100 percent tariffs on BRICS countries and other nations if they create an alternative currency to the US dollar, coupled with his planned additional tariffs, could negatively impact the global economy, particularly China, although China's stimulus packages a...
Trump's Tariffs, China's Countermoves: A New Era of Economic Competition
President-elect Trump's threat to impose 100 percent tariffs on BRICS countries and other nations if they create an alternative currency to the US dollar, coupled with his planned additional tariffs, could negatively impact the global economy, particularly China, although China's stimulus packages a...
Progress
32% Bias Score
Broadcom's Market Cap Tops \$1 Trillion Amid AI Boom
Broadcom's stock market capitalization surpassed \$1 trillion after its stock soared 24% on Friday, driven by its strong AI business and successful acquisitions, including VMware, despite a failed attempt to acquire Qualcomm in 2018.
Broadcom's Market Cap Tops \$1 Trillion Amid AI Boom
Broadcom's stock market capitalization surpassed \$1 trillion after its stock soared 24% on Friday, driven by its strong AI business and successful acquisitions, including VMware, despite a failed attempt to acquire Qualcomm in 2018.
Progress
64% 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
Congress to Vote on Bill Limiting US Investment in Chinese Technology
Congress is preparing to vote on a bill restricting US investments in Chinese technology, expanding on January's Treasury rules limiting investments in AI and other sectors vital to national security; the bill also includes provisions addressing concerns about Chinese-made consumer routers and modem...
Congress to Vote on Bill Limiting US Investment in Chinese Technology
Congress is preparing to vote on a bill restricting US investments in Chinese technology, expanding on January's Treasury rules limiting investments in AI and other sectors vital to national security; the bill also includes provisions addressing concerns about Chinese-made consumer routers and modem...
Progress
36% Bias Score
Fairly Valued Growth Stocks Amidst Expensive Market
Several growth stocks, including Micron, AMD, Broadcom, and Teradyne, are considered fairly valued despite the S&P 500's record high and expensive valuation, offering investors alternative opportunities with projected 10%+ earnings and sales growth over the next year.
Fairly Valued Growth Stocks Amidst Expensive Market
Several growth stocks, including Micron, AMD, Broadcom, and Teradyne, are considered fairly valued despite the S&P 500's record high and expensive valuation, offering investors alternative opportunities with projected 10%+ earnings and sales growth over the next year.
Progress
44% Bias Score
AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
Progress
48% Bias Score
Showing 193 to 204 of 253 results