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iShares Semiconductor ETF Newsroom
Investors Lost Over 95% Of Their Wealth In This Nvidia-Linked ETF While Jensen Huang-Led Chip Giant Gained 220% In The Past Year: Here's More
Nvidia's New Free, Open Source AI Model Reportedly Outperforms OpenAI's GPT-4o, Anthropic's Claude 3.5 Sonnet
Dan Ives Acknowledges Nvidia, Microsoft As 'Core Drivers Of AI' But Sees Palantir, IBM, AMD And Apple Joining The Party As Well — Robust Q3 Earnings Expected
Earnings Week Ahead: TSLA, GE, GM, KO, PM, LUV, AAL, VZ, T and More
The sky is the limit! Bank of America Merrill Lynch raised nvidia's target stock price: it can rise another 38%
①The Bank of America analyst has raised the target stock price of Nvidia to $190 per share; ② they believe that the artificial intelligence market will grow to $400 billion, which will bring 'generational opportunities' to Nvidia.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
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The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Trump Leads Harris — Ex-President Improves Polling Averages In These 2 Key Battleground States, Poll Shows
What signal? Goldman Sachs: 'Smart money' is pouring into technology stocks at the fastest pace in five months!
①Dubbed the "smart money," a global hedge fund aggressively bought US information technology stocks such as semiconductors and hardware at the fastest pace in five months by last Friday (the 18th). ②Goldman Sachs' institutional brokerage department indicated that portfolio managers have been net buyers of US information technology stocks for a third consecutive week.
AI, Digital Ad Rebound to Push Tech Stocks up After 'Robust' Q3 Earnings Season: Wedbush
AI Search Startup Perplexity Aims for $8B Valuation in New Funding Round: WSJ
AI Power Demand Skyrockets, Nvidia CEO Lauds OpenAI, And Tesla's Optimus Robots Assisted By Humans: This Week In AI
Nvidia, Google And Microsoft To Present AI Tools Aimed At Reducing Healthcare Worker Burnout At Las Vegas Conference
Nvidia Stock Is Up Over 233% In The Past Year And Tech Bulls Say It Could Go Even Higher From Here: '...You'll See The Stock Double Over The Next Several Years'
Insider Trades: Notable Buys and Sells by Significant Shareholders, Executives and Directors
S&P 500 Is at Record Highs, but Beware of October's Choppy Background for the Index
SA Asks: Which Magnificent 7 Stocks Could React Positively to Earnings?
Is nvidia expensive? Both Bank of America and Goldman Sachs sing praises together: the current valuation is still attractive, and continue to be bullish on its prospects.
Bank of America Merrill Lynch stated that Nvidia's PEG ratio is lower than its peers, its valuation remains attractive, and it is expected that its PE ratio will decrease to 24 times by 2027; Goldman Sachs believes that Nvidia's valuation is close to the median PE ratio of the past three years, and compared to its peers, its historical valuation is relatively low.
taiwan semiconductor 2nm, no competitors.
taiwan semiconductor currently has planned a total of 7 2-nanometer fabs, which will be the most fabs in the company's history, surpassing competitors Samsung and intel, symbolizing taiwan semiconductor's reign in advanced processes, playing out a martial arts competition of one person.
Intel's new move to "save itself": selling its "future core" Altera stake for $17 billion.
The media reported that intel is looking for interested PE and strategic investors this week, may sell the majority of Altera shares. Intel acquired the programmable chip business Altera for $16.7 billion in 2015 and made it a subsidiary in February this year, seeking an IPO in 2026. Intel's CEO also said last month that Altera is a core part of the company's future.