Ahead of Nvidia earnings, brace for some Blackwell 'growing pains'
A Mizuho analyst sees "growing pains" ahead for Nvidia Corp. as the company pursues the big opportunities afforded by its new Blackwell graphics processing units.
DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia ...
Should You Forget AMD and Buy 2 Tech Stocks Instead?
This year, TSMC aims to widen its lead against its two closest competitors, Intel (NASDAQ: INTC) and Samsung, by ramping up ...
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Broadcom Rides on Strong Demand for XPUs: Time to Buy the Stock?
Broadcom AVGO is benefiting from strong demand for networking products and custom AI accelerators (XPUs). In fiscal 2024, AI ...
This fund surged 40% last year. The manager now likes Netflix and these two stocks.
A 23% return for the S&P 500 last year was certainly nothing to sniff at, but T. Rowe Price's $10.41 billion Science & Technology Fund PRSCX blew that out of the water with a 40.3% gain. Granted one ...
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AI Chip Giant Broadcom Rebounds From DeepSeek Crash, Eyes Buy Point
AI chip giant Broadcom's stock continues to rebound after the DeepSeek crash, as it approaches its latest buy point.
Why Taiwan Semiconductor Manufacturing (TSM) Is Among the Best Long-Term Growth Stocks to Buy Now
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest contract semiconductor manufacturer in the world ...
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Meta in Talks to Acquire South Korean AI Chip Innovator FuriosaAI
Meta is in talks to acquire South Korean AI chip startup FuriosaAI, a move aimed at reducing reliance on Nvidia.
Deere Outlook Doesn't Factor In Trump Tariffs; Stock Falls
Deere earnings beat, but the company said its segment outlook doesn't take into account Trump tariffs and retaliatory actions ...