AI, TSMC and Outlook
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Fed attack aftershocks. Markets have stabilized a bit on Thursday after a Trump-fueled tizzy on Wednesday. According to multiple reports, President Trump had sounded out lawmakers on whether he should fire Federal Reserve Chair Jerome Powell.
Nvidia's AI chip demand still booming but slowing sales growth worries investors. Nvidia NVDA.O forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence ...
Nvidia's shares have climbed back to all-time highs as investors regain optimism in its AI infrastructure business. Generative AI will change the world. With shares up more than 50% since the start of April,
Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.
Nvidia's results for the fourth quarter of fiscal 2025 provided a dose of optimism during what has been a volatile few weeks for AI bulls, reporting blockbuster revenue and earnings-per-share ...
It's clear that all three of these stocks make interesting AI buys, but to decide where to put our money right now, it's a good idea to take a look at valuation. Here, Nvidia trades at a very reasonable level but still is the priciest of the bunch.
AI is driving revenue growth. Traditional AI techniques, such as machine learning, deep learning, natural language processing, and computer vision, were in high demand even before OpenAI released ...
This AI-related demand is not only a source of growth for Nvidia, but it should also help the company sustain its bargaining power over customers and suppliers for longer than we previously estimated.
Shortages of AI chips: In third-quarter earnings calls, both Microsoft and Meta lamented the shortage of Nvidia GPUs. “They are supply constrained, not demand constrained,” says Thornburg’s Sun.
Nvidia's AI Business Sees Continued "Amazing" Demand. Nvidia's results for the fourth quarter of fiscal 2025 provided a dose of optimism during what has been a volatile few weeks for AI bulls ...
The world’s largest contract chipmaker saw its profit jump 61% year-over-year in the three months through June. TSMC closed the quarter with net income of 398.27 billion New Taiwan dollars, or $13.55 billion.