Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
asml holding: Expected sales to reach 44 billion to 60 billion euros by 2030.
Dutch lithography giant asml holding stated on Thursday that it expects its sales to grow to 44 billion euros to 60 billion euros (approximately 46.4 billion dollars to 63.3 billion dollars) by 2030, indicating an average annual growth rate of 8% to 14% driven by strong demand for its advanced tools. This guidance was released on the eve of the company's biannual investor day event at its headquarters in the Netherlands, consistent with the long-term guidance the company provided previously in 2022. The company also maintains its target of achieving a gross margin of 56% to 60% by 2030.
Techlnsights: AMD (AMD.US) surpassed Intel (INTC.US) for the first time in datacenter revenue.
AMD's success is attributed to several factors, the most important being the lack of other choices for customers aside from nvidia, and the delays from intel in accelerator products providing AMD with market opportunities.
Intel Slashed Its Stake in This AI Stock Shortly Before It Surged
Bitcoin Gets Closer to $100k Than Ever | Wall Street Today
Intel Options Spot-On: On November 13th, 308.69K Contracts Were Traded, With 4.87 Million Open Interest
Intel Corporation to Participate in Upcoming Investor Conferences
Semiconductor Foundry Stocks Mixed Amid Strong Tower Semiconductor Q3 Results
Bitcoin Breaks Above $90k, Market Flat Wednesday | Live Stock
Nvidia Stock Slips. Why Missing Earnings Expectations Wouldn't Be a Disaster. -- Barrons.com
Tower Semiconductor Q3 Earnings: Revenue And Profit Beat, Plans $350 Million Expansion
Express News | HPE Launches Advanced Liquid-Cooled Supercomputing Solutions With Two New AI Systems For Service Providers And Enterprises, Featuring AMD, Intel, And NVIDIA Accelerators To Enhance AI Training And Supercomputing Capabilities
The Dash for Chips Act Cash, Before Trump Takes Office
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips. -- Barrons.com
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
E-minute understanding: What is the special trade that collapsed across the board yesterday for Trump?
On Tuesday, the European and American stock markets experienced a significant decline, with the US stocks ending their previous rising trend, and all three major indices falling together, while major stock indices in Europe fell across the board.
Intel Options Spot-On: On November 12th, 236.91K Contracts Were Traded, With 4.84 Million Open Interest
Express News | Business Groups Urge President Biden to Take 'decisive Steps' to Ensure Government Chips Funding Made Available to Recipients in Next 30 Days -- Letter
Intel Says It Lowered Stakes in Astera Labs, Joby Aviation, Senti Biosciences