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Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

by Walter Watson
Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

The market is underestimating one corner of artificial intelligence, according to Morgan Stanley. That’s advanced packaging in semiconductors, which consists of technologies that package integrated circuits to “increase functionality, high …

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Nvidia rally overnight lifts chip-related stocks in Asia on AI optimism

by Walter Watson
Nvidia rally overnight lifts chip-related stocks in Asia on AI optimism

A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023. (Photo by Amber Wang / AFP) …

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Buy these global tech stocks to play the AI Nvidia boom

by Walter Watson
Buy these global tech stocks to play the AI Nvidia boom

Investor darling Nvidia is dominating headlines once again after its earnings last week surpassed expectations on the back of the artificial intelligence boom. The chipmaker’s shares crossed $1,000 for the …

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If Nvidia beats estimates, these 6 AI stocks tend to rise

by Ron Morgan
If Nvidia beats estimates, these 6 AI stocks tend to rise

Six artificial intelligence-related stocks tend to react positively to Nvidia ‘s quarterly results, according to CNBC Pro analysis. It comes ahead of Nvidia’s first-quarter earnings this year, which will be …

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How to play Japanese stocks, finally hitting a new high after 34 years

by Walter Watson
How to play Japanese stocks, finally hitting a new high after 34 years

You think the S & P 500 at an historic high is something to celebrate? Imagine how the Japanese feel. Japan’s Nikkei 225 index , a price-weighted index of 225 Japanese …

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Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

by Walter Watson
Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

A number of stocks that supply Nvidia look set to gain from the AI boom, as the U.S. chip giant published another bumper quarter of earnings. Nvidia, which makes chips …

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