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Nvidia (NVDA) stock rout leaves global chip shares volatile

by Walter Watson
Nvidia (NVDA) stock rout leaves global chip shares volatile

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017. Tyrone Siu | Reuters Global semiconductor stocks saw volatile trading on …

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Tech stocks set for a boost from Arm-based PC chips

by Walter Watson
Tech stocks set for a boost from Arm-based PC chips

The global semiconductor industry is set for a “transformation” — thanks to artificial intelligence PCs loaded with chips developed by British chip designer Arm , according to Morgan Stanley. That’s …

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BofA picks stocks along the AI supply chain

by Walter Watson
BofA picks stocks along the AI supply chain

Big U.S. tech companies such as Nvidia , Microsoft and Alphabet have benefited from the artificial intelligence buzz in markets for the past year. But many smaller firms along the …

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What is an AI smartphone? Samsung, major players talk up tech

by Walter Watson
What is an AI smartphone? Samsung, major players talk up tech

Samsung Electronics Co. Galaxy S24 smartphones during a media preview event in Seoul, South Korea, on Monday, Jan. 15, 2024. Samsung, the world’s most prolific smartphone maker, is leaning into …

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Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

by Walter Watson
Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

A laptop keyboard, a binary code reflected and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on January 2, 2024. Jakub …

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Morgan Stanley is bullish on this emerging AI trend, names 6 stocks

by Walter Watson
Morgan Stanley is bullish on this emerging AI trend, names 6 stocks

One part of artificial intelligence will have an increasing role to play, according to Morgan Stanley. The theme, which it called “Edge AI,” involves running AI algorithms directly on a …

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Morningstar says semiconductor sector is undervalued, names top picks

by Walter Watson
Morningstar says semiconductor sector is undervalued, names top picks

Semiconductors are looking undervalued, thanks to the selloff in some parts of the sector, according to Morningstar. The research firm said in a report released on Oct. 11 that it …

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Buy these tech stocks which supply Tesla Dojo

by Walter Watson
Buy these tech stocks which supply Tesla Dojo

Morgan 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 the AI …

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GlobalFoundries Singapore expansion

by Edgar Davis
GlobalFoundries Singapore expansion

A robotic arm moves 300 mm silicon semiconductor wafers inside a sorting machine in a cleanroom at a Globalfoundries Inc. semiconductor fabrication plant. Liesa Johannssen | Bloomberg | Getty Images …

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