KLA Corp. Upgraded at Morgan Stanley on Expected Market Share Gains

Seeking AlphaMar 31 09:01 ET

Nvidia Stock Slumps as Trump Trade Policies, CoreWeave IPO Cast Shadow Over AI

Barron'sMar 31 09:42 ET

J.P. Morgan answers: The top 10 questions investors have about Taiwan Semiconductor.

Morgan Stanley continues to be bullish on Taiwan Semiconductor's stocks and believes that the recent pullback has provided an attractive buying opportunity.

Zhitong FinanceMar 31 08:22 ET

The sell-off of Technology stocks is far from over? Goldman Sachs traders: The macro environment is starting to interfere with micro performance guidance, and AI investments are unlikely to yield significant results in the short term.

Goldman Sachs believes that the current decline in Technology Stocks is no longer solely due to over-allocations or high valuations, but rather is caused by multiple factors, such as the uncertainty of the DOGE trillion-dollar reduction plan, decreasing Consumer confidence, and the intensified impact of tariffs on cyclical Stocks. Therefore, although the fundamentals of Technology Stocks have not changed much in the past week or two, investors are shifting towards a more conservative style and are starting to consider the impact of macroeconomic growth slowing on the Earnings Reports season.

wallstreetcnMar 31 05:25 ET

Japan allocates another 5.4 billion US dollars to Rapidus, highlighting its determination to ensure chip supply.

Japan is preparing to provide up to 802.5 billion yen (5.4 billion USD) in additional assistance to the chip startup Rapidus Corp., reflecting the increasing determination of the Japanese government to ensure semiconductor supply. Along with the proposed additional funding of 1.0 billion yen, this brings the total public funds allocated by Japan to create an advanced chip foundry enterprise to up to 1.72 trillion yen. Most of the advanced logic chips used for developing AI are produced by Taiwan Semiconductor, and the "America First" campaign of President Donald Trump has also intensified Japan's urgency.

Global Market ReportMar 31 03:11 ET

Technology Weekly | Apple is Quietly Ditching Broadcom's Wi-Fi Chips

Investing with moomooMar 30 21:51 ET · Editors' Picks