Chipmakers

Markets Tremble Over Planned China Chip Restrictions, Trump's Election Odds Rise, CrowdStrike Triggers Global Tech Outage: This Week In The Market
Goldman Sachs Turns Bearish On Chipmakers, Advises Hedge Through Put Options: China Remains 'A Major Risk For The Sector'
AI Infrastructure CEO Says Customers Are Showing 'Relentless' Demand For Nvidia Chips And Nvidia Chips Only: 'They Do Not Want The Other Stuff'
Goldman Sachs Turns Bearish On Chipmakers, Advises Hedge Through Put Options: China Remains 'A Major Risk For The Sector'
AI Infrastructure CEO Says Customers Are Showing 'Relentless' Demand For Nvidia Chips And Nvidia Chips Only: 'They Do Not Want The Other Stuff'
Nasdaq 100 Suffers Worst Day In 11 Months As Chipmakers Tumble On China Curbs; Magnificent 7 Wipe Out $500B : What's Driving Markets Wednesday?
AI Earthquake: Semiconductors Suffer Worst Selloff In Years On Stricter US Chip Exports To China

Chipmakers Recent News

Nvidia Analyst Says The AI Party Isn't Over: 'Any Volatility Likely To Be Short-Lived'
Bank of America's analyst Vivek Arya maintains positive outlook on Nvidia despite recent surge, citing strong fundamentals, attractive valuations.
Semiconductors Hit Record Highs As Industry Reaches $6.3 Trillion: 5 Chip Stocks That Outpaced Nvidia This Week
Semiconductor industry reaches $6.3 trillion valuation driven by AI. Nvidia becomes 3rd largest company. Broadcom, Arm, and Qorvo top gainers.
Stocks Hit Record Highs, Central Banks Cut Rates, Tight US Jobs Report Dampens Fed Easing Hopes: This Week In The Market
US stock market continues bull market rally, tech sector leads gains, Nvidia hits $3 trillion valuation, labor market tightens, Robinhood acquires Bitstamp, Apple's WWDC 2024 event awaited.
Nvidia Propels Semiconductor Industry To $5.5 Trillion Valuation; Beginning Of Bigger Boom, Says Analyst
The US semiconductor industry's market cap has reached $5.5 trillion, making it the world's 3rd largest economy, driven by demand for AI chips.
S&P 500, Nasdaq 100 Jointly Hit All-Time Highs, Nvidia Overtakes Apple As Second Most Valuable US Company
The S&P 500 and Nasdaq 100 indices closed at record highs due to investor confidence in AI-driven tech sector growth. Magnificent Seven worth $15T.
Nasdaq 100 Reaches Record Highs, Service Sector Strength Alleviates Economic Slowdown Concerns, Magnificent 7 Hits $15 Trillion Valuation: What's Driving Markets Wednesday?
Wall Street rallied Wednesday as the services activity gauge indicated a stronger-than-expected expansion in May, pushing back fears of an economic slowdown which surfaced in recent days.
Nvidia Is Up 186% From A Year Ago, Yet These 7 Stocks Have More Than Doubled Their Returns Over The AI Chipmaker
NVIDIA Corp. (NASDAQ:NVDA) has been the standout tech stock of the past year, leading the Nasdaq 100 index in the performance ranking.
US Stocks Waver, Nvidia Lifts Chipmakers, GameStop Spikes, Moderna Tumbles: What's Driving Markets Tuesday?
Wall Street resumed trading after the Memorial Day holiday with a familiar trend, as major chipmaker stocks significantly outperformed the broader market.
Magnificent 7 Becomes 'The Magnificent One': Wall Street Guru Hails Single Tech Stock As Market Leader
Wall Street investor Ed Yardeni rebrands the 'Magnificent Seven' as 'Magnificent One', highlighting Nvidia as key driver of market gains.
Nvidia, Tech Stocks Propel Nasdaq 100 To Record High; Solar Sector Shines, Meme Stock Bubble Bursts: This Week In The Market
Tech stocks in the Nasdaq 100, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ), soared to record highs during the week, marking their fifth consecutive week of gains — the longest streak since January — driven by Nvidia Corp.‘s (NASDAQ:
Stock Market Reclaims Record Highs, Nvidia Tops $1,000 As AI-Driven Rally Resumes: Thursday's Top Movers
Wall Street opens with record highs on Nvidia's strong earnings and guidance, S&P 500 and Nasdaq 100 surge, while technology stocks lead the gains.
Goldman Sachs Expects Nvidia To 'Sustain Competitive Lead,' Raises Price Forecast To $1,200 Following Stellar Q1 Earnings
Goldman Sachs analysts say Nvidia is driven by remarkable earnings and strong growth potential, bringing the price forecast to $1,200.
AI-Driven Rally Set To Expand To Power, Commodities, Utilities: 'It's Not Just About Nvidia Anymore'
Nvidia prepares for Q1 2024 earnings, with EPS expected to be 5x higher than last year and revenue projected to be 3x higher. AI-driven gains extend beyond chipmaking to power, commodities, and utilities, with Nvidia's market cap increasing by $1.5 trillion since Q1 2023.
High-Performance Memory Chip Supply To Stay Tight In 2024 Amid Surging AI Demand, Major Manufacturers Face Shortages
The global supply of high-performance memory chips is expected to remain constrained throughout 2024, driven by the soaring demand for artificial intelligence technology.
Biden Administration Tightens Grip On China's Huawei, Revokes Key Export Licenses From US Chipmakers
The Biden admin revoked export licenses to Intel and Qualcomm, escalating US efforts to curb Huawei's tech ascent due to national security concerns.
Nvidia Is 'De Facto AI Standard For The Foreseeable Future': Goldman Sachs Analyst Revises Share Price Expectations
Goldman Sachs raises Nvidia price target to $1,100 ahead of its earnings report, citing strong AI server demand and improved supply chain.
Semiconductor Mania Surges Past Dot-Com Bubble's Peak: 'Abnormal Times,' Top Wall Street Analyst Says
The semiconductor market has surpassed dot-com bubble levels, with a 150% surge in the PHLX Semiconductor Sector Index since October 2022.
Wednesday Watch: Investors Await Fed Minutes, Nvidia Earnings For Market Direction
Investors' focus on Fed minutes & Nvidia's earnings. Fed maintains rates & positive economy, while Nvidia's EPS & revenue expected to surge.
Wall Street Extends Record Highs Ahead Of Key Inflation Report, Bitcoin Hits $50,000, NVIDIA Surpasses Amazon: What's Driving Markets Monday?
Wall Street kicked off the week on a high note, with the S&P 500 and Nasdaq 100 reaching new highs in anticipation of the January inflation report scheduled for this Tuesday.
Nvidia Shares Headed To $800, Goldman Sachs Says: 'Industry Gold Standard' For The Future
Goldman Sachs raises the 12-month price forecast of Nvidia to $800, citing strong demand for accelerated computing and AI monetization.
Mixed Fortunes For Tech Giants, Powell Signals No March Interest Rate Cut, Spectacular January Jobs Report: This Week In The Markets
Tech earnings show mixed results, with some outperforming and others falling short. Fed keeps rates steady, strong job growth in US. AI giants struggle, while Meta and Amazon impress.
Nvidia Surge Echoes Cisco's 1990s Run: 'More Upside Before It Crashes... If It Crashes,' Top Wall Street Analyst Says
Wall Street analyst Ed Yardeni compares the current Nvidia stock rally to Cisco's 1990s tech bubble: Is it sustainable?
Semiconductor Stocks Soar To All-Time Highs: On Track For Strongest Year Since 2008, But Are They Too Expensive Now?