An ASML icon is being displayed on a circuit board, alongside the flags of the USA and China, in this photo illustration taken in Brussels, Belgium, on January…
Read more ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China salesThe good times are still rolling on Wall Street. An intensifying earnings season will put that momentum to the test. The S & P 500 ended Friday at…
Read more Earnings will drive the stock market in the week ahead. That’s a good thingPrices are displayed in a store window in Brooklyn on August 14, 2024 in New York City. Spencer Platt | Getty Images News | Getty Images This report…
Read more CNBC Daily Open: Moving past sticky core inflationTAYLOR, Texas — The Commerce Department is on track to dole out all of the $39 billion in grant money allocated under the CHIPS Act by year-end, Commerce…
Read more Raimondo: Commerce Dept. will spend all of the CHIPS Act grant money this yearJim Cramer’s daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. JPMorgan : CEO Jamie Dimon’s annual letter to shareholders is out.…
Read more Jim Cramer’s quick takes on JPMorgan, Tesla, TSMC, Take-Two and FastlyA microchip and the Nvidia logo displayed on a phone screen are seen in this photo taken in Krakow, Poland, on April 10, 2023. Nurphoto | Getty Images…
Read more AI and semiconductor stocks surge after Nvidia’s earnings beatAfter a stuttering start to 2024, the S & P 500 has found its way into positive territory and the benchmark seems poised to establish a new all-time…
Read more A low-cost trade that wins if the S&P 500 breaks out and heads for 5,000 nextPeople attend the 54th annual meeting of the World Economic Forum, in Davos, Switzerland, January 18, 2024. Denis Balibouse | Reuters This report is from today’s CNBC Daily…
Read more CNBC Daily Open: Markets in the green, Davos in full swingTraders work on the floor of the New York Stock Exchange during afternoon trading on January 17, 2024 in New York City. Michael M. Santiago | Getty Images…
Read more CNBC Daily Open: Dow breaks losing streakIn November, CNBC visited Apple’s campus in Cupertino, California, to get a look inside one of the company’s many chip labs. CNBC also got a rare chance to…
Read more Apple executives Johny Srouji and John Ternus speak about Apple's growing chip business — full interviewApple iPhone supplier Foxconn, officially known as Hon Hai, said its semiconductor strategy is to focus on producing “specialty chips” — not competing in cutting-edge chips. “We do…
Read more Apple supplier Foxconn says it’s ‘way too late’ to chase dominance in cutting-edge chipsVeteran emerging markets investor Mark Mobius has named Alibaba and Tencent as key stocks in any portfolio investing in developing economies. Mobius said the Chinese technology giants “could…
Read more Veteran EM investor Mark Mobius reveals the 2 tech giants that are key to any portfolioMorgan Stanley has revealed a list of global stocks it likes, with four of them providing parts for Tesla ‘s supercomputer system. Called Dojo, the system has revolutionized…
Read more Morgan Stanley loves these 4 tech stocks which provide parts for Tesla’s supercomputerArm CEO Rene Haas and executives cheer as Softbank’s Arm, a chip design firm, holds an initial public offering at the Nasdaq MarketSite in New York, Sept. 14,…
Read more Arm climbs 25% in Nasdaq debut after pricing IPO at $51 a shareAnthony Doyle of Firetrail outlines where he sees 'exceptional, compelling opportunities' outside of the 'Magnificent Seven' stocks Source link
Read more Strategist picks the small and mid-cap stocks he prefers over the ‘Magnificent Seven’Aerial photo shows the factory of Taiwan Semiconductor Manufacturing Company (TSMC) in Nanjing, Jiangsu province, Aug 1, 2023. Costfoto | Nurphoto | Getty Images Semiconductor-related stocks in Asia…
Read more Asian semiconductor stocks surge after Nvidia posts stellar second-quarter resultsNvidia headquarters in Santa Clara, California, June 5, 2023. Marlena Sloss | Bloomberg | Getty Images Check out the companies making headlines in extended trading. Splunk — Shares…
Read more Stocks making the biggest moves after hours: Nvidia, Splunk, Autodesk, Guess and moreNvidia founder, President and CEO Jen-Hsun Huang Getty Images Nvidia shares climbed 8% in extended trading on Wednesday after the chipmaker beat estimates for the second quarter and…
Read more Nvidia tops estimates and says sales will jump 170% this quarter, driven by demand for AI chipsA woman walks past a Taiwan Semiconductor Manufacturing Company (TSMC) logo at the Hsinchu Science Park in Hsinchu on July 5, 2023. (Photo by Sam Yeh / AFP)…
Read more TSMC beats expectations in second quarter despite 23% profit plunge as electronics demand slump continuesBarclays has named several global stocks that are expected to do well as the usage of artificial intelligence-related services evolves. The investment bank acknowledged that hardware and infrastructure…
Read more Forget the hype: Barclays identifies global ‘A.I. winners’ for the long term
