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ASML Earnings Preview: The New 2nm Equipment Orders Are the Focal Point of Attention
Semiconductor giant ASML will release its Q2 report on Wednesday. Analysts expect ASML's revenue to decrease by 13.39% and profit to decrease by 26.48% due to cyclical reasons.
Broadcom folds: AI business triples in three years | AI dehydration.
In a conference call, Bank of America Merrill Lynch ranked Broadcom as a top AI pick alongside NVIDIA.
ASML Expected To Beat Estimates With Over $5B In Orders During Q2 Thanks To Rising AI Chip Demand
ASML Holding NV (NASDAQ:ASML), the leading supplier of equipment to computer chip manufacturers, is poised to witness a surge in new orders, driven by the escalating demand for AI chips. This
Should we sell Nvidia? Wall Street is very conflicted.
Thanks to its dominant position in the field of AI chips, Nvidia's stock has performed extremely well in recent years. Since the beginning of 2023, the stock price has risen by about 785%, and has risen by about 160% just this year alone. In June of this year, Nvidia briefly became the world's most valuable company. However, last week, due to cooling inflation data causing a large-scale volatility in technology stocks, Nvidia fell by nearly 6% on Thursday, the largest single-day drop in more than two weeks; the Nasdaq 100 index, which is mainly composed of technology stocks, fell by about 2.2%. Analysts believe that increasing competition, changes in supply and demand balance, and overly high valuations may lead to Nvidia's...
Nvidia CEO Jensen Huang And Meta's Mark Zuckerberg Set To Discuss Future Of AI And Simulation At SIGGRAPH 2024
The future of AI, simulation, and the role of research in the graphics and technology intersection will be the focus of a public fireside chat between NVIDIA Corp. (NASDAQ:NVDA) founder and CEO
Spotlight on Advanced Micro Devices: Analyzing the Surge in Options Activity
Deep-pocketed investors have adopted a bullish approach towards Advanced Micro Devices (NASDAQ:AMD), and it's something market players shouldn't ignore. Our tracking of public options records at