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Nvidia Stock Shrugs Off Google Threat. How The AI Chips Battle Is Playing Out. -- Barrons.com
SOX Eyes 17th Straight Gain. Here's How to Play It
Cohere to Acquire German AI Company Aleph Alpha as It Looks to Expand in Europe
IREN Stock Is Trending Overnight: What's Going On?
17 consecutive days of gains! The global semiconductor 'barometer' records the longest winning streak in history as Deutsche Bank warns of helium supply risks.
① The performance of the world's leading chip index serves as the best evidence of renewed optimism in AI; ② On Thursday, the Philadelphia Semiconductor Index (SOX) achieved its 17th consecutive day of gains, further solidifying its record for the longest winning streak in history; ③ Although the upward trend appears to have room to continue, Deutsche Bank warned that the war in Iran poses a significant ongoing risk: disruptions to the helium supply chain.
Northeast Securities: AI-Driven Storage Cycle Sees HBM Price Hikes Expected to Continue at Least Until 2027
The three giants have signed long-term agreements with customers to enhance demand visibility and reduce capital expenditure risks, which is conducive to improving the valuation of memory manufacturers.