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Chip Equipment Maker Applied Materials Stock Is Up Over 9% YTD Even As Charts Point To Bearish Patterns: Here's What Investors Should Look At
Tuesday, February 4, 2025 - 8:36am | 697Shares of Applied Materials Inc. (NASDAQ:AMAT) have risen by 9.11% this year despite last week’s declines in semiconductor-linked companies fueled by the emergence of DeepSeek’s V3 chatbot. Here’s what the company’s technical and fundamental metrics reveal. What Happened:...
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Trump Says Its Time For US To 'Return' To A System That Made It Rich And Powerful As The President Proposes Tariffs On Taiwan: 'Bring Production Back To Our Country'
Tuesday, January 28, 2025 - 3:26am | 608President Donald Trump has pledged to impose tariffs on imports from Taiwan, a move that could affect industries such as semiconductors and pharmaceuticals, including Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s largest contract chipmaker. What Happened: Speaking at a...
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Trump Once Said Taiwan Took '100% Of Our Chip Business,' But TSMC Confident Of Support For Arizona Plants Under Incoming President
Sunday, January 19, 2025 - 10:44pm | 596Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) expects continued U.S. government support for its Arizona chip plants under President-elect Donald Trump‘s administration, despite his previous criticism of Taiwan’s semiconductor industry. What Happened: TSMC CFO Wendell Huang said the...
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Qorvo Soars 7% After Hours As Activist Investor Starboard Reportedly Takes Stake In Semiconductor Company
Friday, January 17, 2025 - 1:54am | 653Activist investor Starboard Value LP has reportedly acquired a 7.7% stake worth approximately $500 million in Qorvo Inc. (NASDAQ:QRVO) on Thursday, targeting the struggling semiconductor manufacturer for potential operational changes. What Happened: The stake, led by Starboard CEO Jeff Smith, comes...
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Jim Cramer Questions Nvidia's Trading Pattern Amid Positive TSMC Earnings And Biden's China Export Regulations
Thursday, January 16, 2025 - 11:47pm | 790NVIDIA Corp. (NASDAQ:NVDA) is facing renewed market scrutiny as Jim Cramer questioned the stock’s trading pattern on Thursday, amid growing concerns over China sanctions and positive earnings from key supplier Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). What Happened: “When will...
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Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst
Thursday, January 16, 2025 - 12:59pm | 707Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co (NYSE:TSM) with a Buy and a $225 price target. Taiwan Semiconductor guided 2025 revenue growth to be in the mid-20s percent range, primarily in line with consensus. More interestingly, management guided AI revenue to...
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Jim Cramer Quips About Joe Biden's TSMC Chips Sanction As Nvidia Supplier Beats Q4 Estimates
Thursday, January 16, 2025 - 6:42am | 556CNBC’s Jim Cramer took to the social media platform X to endorse Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) strong fourth-quarter earnings while taking a jibe at outgoing president Joe Biden‘s sanctions on the chipmaker. What Happened: Nvidia Corp.’s (NASDAQ:NVDA)...
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AMD Shares Hint At A Reversal As Charts Show Bullish Stick Sandwich Following A Double Downgrade From HSBC
Wednesday, January 15, 2025 - 8:54am | 917Shares of chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD) are most likely poised for a reversal as its candlesticks show a rare pattern despite a double downgrade from HSBC on Jan. 8. What Happened: The semiconductor stock’s candlestick chart shows a unique ‘Bullish Stick Sandwich...
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After Nvidia, Semiconductor Trade Groups Oppose Biden's Chip Export Measures: Rules Threaten To 'Derail Innovation And Economic Growth Worldwide'
Wednesday, January 15, 2025 - 2:59am | 578U.S. semiconductor trade groups have mounted strong opposition to the President Joe Biden administration’s new chip export restrictions, warning of potential market share losses to global competitors in a private letter to Biden. What Happened: The letter Tuesday, signed by six trade...
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TSMC Powers Up: December Revenue Soars Ahead Of Q4 Earnings Release
Friday, January 10, 2025 - 11:35am | 563Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is riding a wave of positive momentum as it gears up for its fourth quarter earnings release on Jan. 16. An Impressive 57.8% YoY Revenue Increase The semiconductor giant reported December 2024 net revenue of NT$278.16 billion (approx. $8.44...
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Nvidia's AI Growth Boosts Advantest's Strategic Position In AI Chip Supply Chain, Stock Shows Strong Correlation With Jensen Huang-Led Tech Giant
Thursday, January 9, 2025 - 11:19pm | 517Japanese semiconductor testing equipment maker Advantest Corp. (OTC:ATEYY) has emerged as a key beneficiary of the artificial intelligence boom, with its stock showing a remarkable 0.93 correlation coefficient with NVIDIA Corp. (NASDAQ:NVDA) over the past three years, highlighting its strategic...
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MRVL Stock Has Gained Over 7% In Last Five Sessions As Marvell Technology's New Chip Boosts AI Server Performance: Here's What Technical Analysis Says
Thursday, January 9, 2025 - 9:07am | 843Shares of Marvell Technology Inc (NASDAQ:MRVL) have risen by 7.04% over the last five trading sessions as the semiconductor manufacturer said that its XPU chip with a new update accelerates the performance of AI servers. Technical analysis of daily moving averages indicate a strong bullish uptrend...
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SoftBank-Owned Arm Eyes Acquisition Of Oracle-Backed Chip Designer Ampere Computing Amid Nvidia's Dominance: Report
Wednesday, January 8, 2025 - 10:58pm | 495Arm Holdings PLC – ADR (NASDAQ:ARM) is exploring the potential acquisition of semiconductor designer Ampere Computing LLC, signaling further consolidation in the artificial intelligence chip sector. What Happened: Ampere, which designs data center processors using Arm’s technology and...
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Nvidia's Investments In Elon Musk's xAI, Perplexity, OpenAI, And Other Startups Crossed $1 Billion Mark In 2024
Thursday, January 2, 2025 - 1:38am | 560NVIDIA Corp. (NASDAQ:NVDA) invested $1 billion across 50 startup funding rounds. The Jensen Huang-led company also acquired a number of AI players, consolidating its position in the segment. What Happened: The semiconductor giant’s investment surge represents a 15% increase from its $872...
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Nvidia Tops Tesla As Better Bet Over 10 Years, Says Ross Gerber: Must Have In Portfolio Along With These 2 Stocks
Monday, December 30, 2024 - 3:21am | 926Nvidia Corp. (NASDAQ:NVDA) has proven to be a more lucrative investment than Tesla Inc. (NASDAQ:TSLA) over the past decade, according to Ross Gerber, CEO of Gerber Kawasaki Wealth & Investment Management, who recommends treating the chipmaker as a core portfolio holding alongside tech giants....