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We came across a bullish thesis on NVIDIA Corporation (NVDA) on Kontra Investments Substack. In this article, we will ...
A planned U.S.-linked AI campus in the UAE is stalled due to security concerns over exporting advanced technology. Despite ...
As Trump wages a tariff war with China, seeking to boost domestic electronics manufacturing, this book offers an unparalleled ...
Backed by Nvidia (NVDA) through a $700 million private placement in December, Nebius is leveraging Nvidia’s cutting-edge H100 ...
ASML, the Dutch company that makes multimillion-dollar tools to manufacture advanced semiconductors, is grappling with the ...
Huawei’s new AI compute system, CloudMatrix 384, attempts to compensate for individual chip performance by linking as many as ...
Nvidia, the American tech giant behind some of the world’s most powerful graphics and AI chips, is stepping up its hiring ...
In this volatile environment, some tech stocks are still trading at attractive valuations, and Taiwan Semiconductor ...
Apple has been hit with another blow, with Wall Street firm Needham downgrading its stock from Buy to Hold, citing ...
Billionaire investor Ray Dalio recently sounded the alarm on the rising U.S. debt and deficits, warning that they pose serious risks to the government bond market. But his concerns don’t end there, ...
Due to TSMC’s importance to the semiconductor industry, as always, TSMC sports a rating of a Strong Buy, based on eight recent analysts’ ratings. The average TSM stock price target is $219.43, ...
Apple shares fall again as analysts cite weak AI strategy, lack of iPhone catalysts, and tariff uncertainties weighing on ...