Here's a full recap: 1. Microsoft$Microsoft (MSFT.US)$is now under investigation by the FTC. which is examining various aspects of its business, including cloud computing and AI products. While$Alphabet-A (GOOGL.US)$Google is also under investigation, they did begin the process of appealing a ruling requiring changes to its Play Store operations after an antitrust case by Epic Games, arguing the decision misjudges its competition with $$Apple (AAPL.US)$Apple, wh...
On November 19, Nvidia (NVDA) officially announced that it would cooperate with Google (GOOG) quantum artificial intelligence to accelerate the design of its next-generation quantum computing equipment by using simulations supported by computing power provided by NVIDIA’s CUDA-Q platform. According to the statement, Google’s Quantum AI division will use the NVIDIA EOS supercomputer and hybrid...
$ASML Holding (ASML.US)$The digital world hums with the silent energy of semiconductors -- a vast and intricate network that powers everything from our smartphones to the engines of artificial intelligence. At the heart of this extraordinary ecosystem lies ASML, a company that doesn’t just play the game; it writes the rules. As AI charges forward, reshaping industries at an almost surreal pace, the demand for semiconductors capable of mi...
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103998930
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When trump puts China tariffs, this company with 46% revenue from China will be severely hit, and stock price will definitely come down.
b3nt
103998930
:
The US pressure has been on them for a while already and I'd say it that is priced in - including trump's impact although there are still some unknowns there. asml have a global monopoly so whilst near term pain might increase, if you are a long term investor they are a strong buy in my opinion. in October, ASML CFO said that he expects the company's China business to show a "more normalized percentage in our order book and also in our business," projecting "China to come in at around 20 percent of our total revenue for next year."
$Alphabet-C (GOOG.US)$$Alphabet-A (GOOGL.US)$ - DoJ said, Google should divest off Chrome and may not reenter the browser market for five years - prohibited from "acquiring any interests in search rivals, potential entrants, and rival search or search ads-related AI products" - halt all "anticompetitive payments to distributors, including Apple, Samsung" so that Google isn't the default search engine on their devices - content creato...
101653835
itsmerky
OP
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No way that’s happening Intel is the backbone of the American economy. They won’t let it fail. I got in at $19 and I’m still holding
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1. Microsoft $Microsoft (MSFT.US)$ is now under investigation by the FTC. which is examining various aspects of its business, including cloud computing and AI products. While $Alphabet-A (GOOGL.US)$ Google is also under investigation, they did begin the process of appealing a ruling requiring changes to its Play Store operations after an antitrust case by Epic Games, arguing the decision misjudges its competition with $ $Apple (AAPL.US)$ Apple, wh...
According to the statement, Google’s Quantum AI division will use the NVIDIA EOS supercomputer and hybrid...
- DoJ said, Google should divest off Chrome and may not reenter the browser market for five years
- prohibited from "acquiring any interests in search rivals, potential entrants, and rival search or search ads-related AI products"
- halt all "anticompetitive payments to distributors, including Apple, Samsung" so that Google isn't the default search engine on their devices
- content creato...
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