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Nvidia is raising concerns that US export restrictions are inadvertently fueling China's AI advancements. The company reports ...
This lobbying push aims to capitalize on a wave of support from both the Trump administration and the Republican Congress, ...
On June 3 rd, Jefferies added six new names to its list of “highest-conviction, Buy-rated” stocks, including chip giant ...
AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...
Hardware stocks like chipmaker Nvidia Corp. (ticker: NVDA) or Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) tend to be the first stop for investors looking to play the artificial ...
TSMC's CEO, CC Wei, said demand for AI chips has outpaced supply.
Nvidia's options for the chips, originally destined for China, but since banned from export there, are limited.
Nvidia stock has rallied 45% since hitting a low in April, adding $1 trillion in market value in about two months.
In the age of AI, all roads lead to the Taiwan based TSMC (directly or indirectly, as the case might be), and even tariffs ...
Nvidia's overall revenue climbed 69% to $44.1 billion, surpassing the $43 billion guidance it issued in February. Adjusted earnings per share (EPS), excluding its H20 write-off, grew 33% to $0.96 and ...
Taiwan’s TSMC said U.S. tariffs are having some impact on the company, but demand for artificial intelligence (AI) chips ...
CEO C.C. Wei says demand for artificial intelligence (AI) chips remains robust, outpacing supply, despite the uncertainty created by U.S. tariffs. Speaking at TSMCs ...
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