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Tim Cook's Trusted Deputies Make Beeline For The Exit Door: Apple HR Chief Latest Executive To Leave
Nvidia Supplier TSMC Reports Q3 Revenue, Earnings Beat Amid Rising Demand For AI Chips
Tech giants' financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures.
Analysts believe that considering the expensive stock price and the high base of the same period last year, nvidia's Q3 performance may "face challenges", investors closely watching its AI investment and Blackwell chip situation; On the capital expenditure side, Wall Street generally expects it to continue to surge, but still bullish on AI potential.
Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some nvidia engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others think they are due to Taiwan Semiconductor's use of new technology to package different chips; Taiwan Semiconductor employees feel that nvidia rushed the production process and did not leave enough time to address the problems; when shareholders came to inquire about the delayed shipment of Blackwell, Taiwan Semiconductor's investor relations department shifted the blame to nvidia. Although these issues are not enough to impact the nearly thirty years of cooperation between the two companies, they highlight that while the AI business is profitable, the pressure that nvidia places on Taiwan Semiconductor is increasing.
Options Market Statistics: United Airlines Stock Soars After Earnings Beat; Options Pop
Legendary investor Drew Miller regrets selling nvidia, calling it a "major mistake".
Billionaire investor Drew Miller said on Wednesday that his decision to sell nvidia stocks earlier this year was a "significant mistake". He also mentioned that nvidia is a great company, and if the stock price falls, he will participate again.