Microsoft Sparks AI Chip Battle — Talks With Broadcom on Custom Silicon
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is in talks with Broadcom (NASDAQ:AVGO) to co-design custom chips…
Denmark’s $600 Billion Economy Just Got a Boost–Thanks to One Drugmaker
This article first appeared on GuruFocus. Denmark just ripped up its old growth script and penciled in a…
Why Netflix (NFLX) Stock Is Plunging Today?
This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) shares slid about 5% on Wednesday morning after a Reuters…
Meta Throws Billions at Google AI Chips — The Winners and Losers
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units,…
Nvidia Stock Rises — Wells Fargo Lifts Target to $265 On Explosive AI Boom
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) traded nearly 2% higher on Friday after Wells Fargo raised…
Chip Stocks Jump as AMD Forecasts Massive AI-Driven Revenue Boost
This article first appeared on GuruFocus. U.S. stocks opened higher on Wednesday as upbeat earnings and renewed AI…
TSMC Just Blinked–Is the AI Chip Boom Finally Slowing Down?
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) just hit a speed bump in its…
China Floods U.S. Market With $1B a Day–Even Trump’s 55% Tariffs Can’t Stop It
This article first appeared on GuruFocus. Chinese exports are holding their ground in Donald Trump’s renewed trade war,…
Wall Street’s $140 Billion China Property Dream Is Crashing Fast
This article first appeared on GuruFocus. Foreign investors who once flooded China’s property market with nearly $140 billion…
Is Europe’s Market About to Break Out — or Break Down?
This article first appeared on GuruFocus. European stocks are grinding through a year of hesitation. A Bloomberg survey…
Intel Stock Rises After Unveiling New AI Chip To Challenge AMD
This article first appeared on GuruFocus. Oct 15 – Intel (NASDAQ:INTC) will roll out a new artificial intelligence…
Nvidia Rides AI Wave With 56% Revenue Jump Despite U.S.-China Tensions
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) reported another blockbuster quarter, showing how central its chips…