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US Tech In Tariff 'Twilight Zone' Says Dan Ives: Nvidia Chip Restrictions In China, Huawei Steps Into The Void
Tuesday, April 22, 2025 - 3:00pm | 409The U.S. tech sector just walked into a geopolitical buzzsaw, and NVIDIA Corp (NASDAQ:NVDA) may be the first big casualty. As trade tensions ratchet up and tariff policy gets more unpredictable, AI leaders such as Nvidia are getting boxed out of China just as competitors like Huawei prepare to...
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Chipwrecked: Nvidia's Export Ban Triggers ETF Meltdown (And One Big Winner)
Wednesday, April 16, 2025 - 6:25pm | 907A fresh round of U.S. export restrictions on China’s AI capabilities has caught NVIDIA Corp. (NASDAQ:NVDA) off guard, with ETFs with high exposure to the chip giant are feeling the pain (or gain, in some cases). While Nvidia plummeted 6.87% by market close Wednesday, some semiconductor-themed...
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Broadcom Shares Are On The Move: What You Need To Know
Monday, August 5, 2024 - 4:13pm | 449Broadcom Inc. (NASDAQ:AVGO) shares are trading lower Monday amid a broader market sell-off driven by global economic concerns. Here’s what you need to know. What To Know: The company is set to announce its third-quarter fiscal year 2024 financial results on Thursday, Sept. 5 2024, with an...
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NXP Semiconductors Q2 Earnings: Revenue Beat, EPS Miss — 'NXP Has Successfully Navigated The Cyclical Trough ... And We Expect To Resume Sequential Growth'
Monday, July 22, 2024 - 4:55pm | 401NXP Semiconductors N.V. (NASDAQ:NXPI) reported second-quarter financial results after the bell on Monday. Here’s a rundown of the report. Q2 Earnings: NXP said second-quarter revenue decreased 5% year-over-year to $3.127 billion, beating analyst estimates of $3.125 billion. The company...
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Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Tuesday, June 11, 2024 - 12:04pm | 799Semiconductor company Broadcom Inc (NASDAQ:AVGO) is set to report second-quarter financial results after market close Wednesday, June 12. Here are the earnings estimates, what analysts are saying and key items to watch ahead of the report. Earnings Estimates: Analysts expect Broadcom to post second...
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What's Going On With Nvidia Stock Friday?
Friday, May 17, 2024 - 12:53pm | 458Nvidia Corp (NASDAQ:NVDA) stock is trading lower amid reports of Microsoft Corp (NASDAQ:MSFT) eying Advanced Micro Devices, Inc (NASDAQ:AMD) artificial intelligence chips for its cloud computing clients. Microsoft’s move reflects the acute supply crisis Nvidia is...
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Intel, Micron Among Winners In Biden's $280B CHIPS Act For Semiconductor Advancement
Monday, May 6, 2024 - 1:46pm | 408The Biden administration aims to leverage the $280 billion CHIPS and Science Act to attract semiconductor companies focusing on digital twins, virtual representations of physical chips. According to The Verge, this initiative includes the establishment of the CHIPS Manufacturing USA institute,...
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Micron Unveils Quad-Port SSD For Next-Gen Intelligent Vehicles
Tuesday, April 9, 2024 - 12:00pm | 616Micron Technology, Inc (NASDAQ:MU) introduced the automotive-grade Micron 4150AT SSD, marking a significant advancement in storage technology for software-defined intelligent vehicles. As the world’s first quad-port SSD, this innovation enables connectivity with up to four systems on chips (...
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Texas Instruments, Analog Devices Have Alleged Connections To Russia: Are These Firms Shipping Chips Despite Ban?
Thursday, December 21, 2023 - 1:45pm | 614U.S. semiconductor exports to Russian military-linked entities reportedly persist in 2023 despite export restrictions aimed at slashing them off. Texas Instruments (NASDAQ: TXN) and Analog Devices (NASDAQ: ADI) are major chip suppliers linked to the issue, according to a...
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Nvidia Dodges US Export Restrictions Again With Launch Of Three New Chip Models Tailored For China
Thursday, November 9, 2023 - 3:34pm | 916Nvidia Corp (NASDAQ:NVDA) stock is soaring after the company again confirmed its intention to dominate the Chinese chip market, albeit with increasingly severe export restrictions from the U.S. government. Shares of the company are up 2.9% on Thursday and 9% on the week at the time of writing, as...
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This Investment Manager Just Sold Nvidia Stock, Says Microsoft Will Be The 'Number One Beneficiary Of AI'
Monday, October 9, 2023 - 4:55pm | 537Short Hills Capital's Steve Weiss sold out of his Nvidia Corp (NASDAQ: NVDA) position as he saw Microsoft Corp (NASDAQ: MSFT) as a bigger beneficiary of the AI boom. Why Sell Nvidia: Nvidia shares have more than tripled since the beginning of the year on the back of...
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Nvidia Stock In Position To Climb As Chipmaker Remains Main 'Shovel Provider' In The AI Gold Rush, Says Goldman Sachs
Monday, October 2, 2023 - 12:23pm | 529Goldman Sachs added NVIDIA Corp (NASDAQ: NVDA) to its conviction list on Monday, calling it the main "shovel provider" in the AI gold rush. What To Know: Nvidia shares were getting a lift from Goldman Sachs' positive commentary on the chipmaker's positioning in the...
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Elon Musk Urges U.S. To Cut Reliance On Asia For Semiconductor Chips — 'Fear Of Running Out Is Causing Every Company To Overorder — Like The Toilet Paper Shortage But At Epic Scale'
Friday, September 29, 2023 - 12:15pm | 707Supply chain issues created during the global coronavirus pandemic cost automakers billions of dollars in 2021 and prompted some companies to build domestic manufacturing facilities to solve the problem. "Never seen anything like it," Tesla CEO Elon Musk posted on the platform now known as X. "Fear...
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Jim Cramer Highlights Chip Designer Arm's Ties To AI 'King' Nvidia: Why He Expects IPO Fireworks
Tuesday, September 5, 2023 - 12:00pm | 468Softbank's Arm is slated to go public next week in what is expected to be the biggest IPO of the year. Jim Cramer slapped his seal of approval on the name Tuesday morning and suggested demand for the chip designer will be off the charts. What To Know: Arm is...
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Arm Files For Nasdaq Listing: Here's What's Going On
Monday, August 21, 2023 - 5:25pm | 276The chipmaker Arm filed for a Nasdaq listing on Monday, seeking to trade under the ticker symbol "ARM." What To Know: Acquired by SoftBank Corp (OTCMKTS: SFBQF) for $32 billion in 2016, Arm was originally intended to be sold to Nvidia Corp (NASDAQ: NVDA) but the deal faced scrutiny...