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The Philadelphia Semiconductor Index has fallen 16.6% from its mid-July peak, compared to a 3.2% decline in the S&P 500 over the same period. In the past five trading days, $PHLX Semiconductor Index (.SOX.US)$ has shown signs of recovery, climbing 11.5%.
Leading Wall Street firms such as Bank of America, Citigroup, and Morgan Stanley have identified seven chip stocks with the highest rebound potential. Here’s a look at ...
Leading Wall Street firms such as Bank of America, Citigroup, and Morgan Stanley have identified seven chip stocks with the highest rebound potential. Here’s a look at ...
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Columns AI benefits?
Over the weekend during my research I decided to investigate more about the claims of AI being transformative and enhancing productivity.
In general, it seems the main benefit will be time. For example, chatgpt, the most well known AI application, allows us to save time from having to sift through internet search results to find what we need. Instead of going to Google I just ask my AI and it does the work for me. Not only is it faster, I don't have to worry about phishing websites ...
In general, it seems the main benefit will be time. For example, chatgpt, the most well known AI application, allows us to save time from having to sift through internet search results to find what we need. Instead of going to Google I just ask my AI and it does the work for me. Not only is it faster, I don't have to worry about phishing websites ...
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$Super Micro Computer (SMCI.US)$ 's recent financial report shows that its earnings in the latest quarter were significantly lower than expected. Non-GAAP EPS was $6.25, well below the consensus expectation of $8.30. The company's gross profit margin was 11.2%, also lower than 15.5% in FY24Q3 and 17.0% in FY 23Q4. The company expects profit margins to continue to be under pr...
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$Serve Robotics (SERV.US)$
The earning calls are good, but there are still skeptical investors. Long-term investment should be no issue. patience is key. There will be Nvidia Earnings call upcoming in late August to determine investors who invest in the AI and tech industry.
Serve robotics Q3 earnings date should be estimated around Mid - November 2024, and Q4 should be around Mid - February 2025.
Q4 Earnings could be a dec...
The earning calls are good, but there are still skeptical investors. Long-term investment should be no issue. patience is key. There will be Nvidia Earnings call upcoming in late August to determine investors who invest in the AI and tech industry.
Serve robotics Q3 earnings date should be estimated around Mid - November 2024, and Q4 should be around Mid - February 2025.
Q4 Earnings could be a dec...
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The Biden administration is nearing completion of allocating $39 billion in grants under the CHIPS and Science Act, aimed at revitalizing the U.S. semiconductor industry.
However, the real challenges lie ahead.
1. The CHIPS Act, passed two years ago, is a bold attempt to bring advanced chip production back to the U.S., betting on Intel, Micron, TSMC, and Samsung.
The goal is to produce 20% of the world's most advanced processors by 2030, up fr...
However, the real challenges lie ahead.
1. The CHIPS Act, passed two years ago, is a bold attempt to bring advanced chip production back to the U.S., betting on Intel, Micron, TSMC, and Samsung.
The goal is to produce 20% of the world's most advanced processors by 2030, up fr...
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$Intel (INTC.US)$ Intel cuts 15,000 workers, and thats a start. It is a shrinking and sinking company. Beware!
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Congrats to all who picked this stock out of all the stocks which dipped. I salute your foresight.
$Micron Technology (MU.US)$
$Micron Technology (MU.US)$
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$Intel (INTC.US)$
If you think this has hit the bottom, then I would not be surprised about the potential recovery in the next two years…
Do you think a company like this would not even attempt to do anything to recover?
If you think this has hit the bottom, then I would not be surprised about the potential recovery in the next two years…
Do you think a company like this would not even attempt to do anything to recover?
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$Super Micro Computer (SMCI.US)$ $NVIDIA (NVDA.US)$ $Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $Broadcom (AVGO.US)$
Charles Liang, CEO of Supermicro, predicts that “the AI revolution can be bigger than the industrial revolution,” and the astonishing growth of Supermicro just in the past year seems to bear out this prediction. Supermicro revenue grew by 200% year over year in the t...
Charles Liang, CEO of Supermicro, predicts that “the AI revolution can be bigger than the industrial revolution,” and the astonishing growth of Supermicro just in the past year seems to bear out this prediction. Supermicro revenue grew by 200% year over year in the t...
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Money Thrill : Remark for $Advanced Micro Devices (AMD.US)$ . According to Tweakers there are many problems with certain chips from AMD, speed reduction and compatible problems according to computer experts. The price is only fractionally less than Nvidia's, which is why gamers are more likely to choose $NVIDIA (NVDA.US)$ . ?
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