Applied Materials, Arm, Nvidia among top semi stocks to own in 2025: KeyBanc
KeyBanc Capital Markets highlights top semiconductor stocks for 2025, including Nvidia, Arm Holdings, and Applied Materials, ...
Arm Holdings: China Pops The AI Spending Bubble
Arm's valuation is at risk with China's DeepSeek AI tool impacting demand for AI chips, high P/E ratio unsustainable despite partnerships. See more on ARM here.
Nvidia ARM Chips for Windows PCs: Everything We Know So Far
Nvidia has hinted that it plans to enter the Windows PC market, and we have compiled all the details about Nvidia's upcoming ARM chipset.
The Stargate Project: Trump Touts $500 Billion Bid For AI Dominance
The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its ...
What Smart Investors Should Know About Recent Updates Impacting Arm, ASML, Micron, and Nvidia
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA), Arm Holdings (NASDAQ: ARM), ASML (NASDAQ: ...
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The Road Ahead For Datacenter Compute Engines: The CPUs
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...
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Nvidia, Broadcom Stocks Tumble Pre-Market As DeepSeek’s Arrival Sparks Fears Of AI Bubble Burst: Retail Turns Extremely Bearish
Taiwan Semiconductor Manufacturing Co. (TSM), Broadcom Inc. (AVGO), and other semiconductor companies fell in pre-market ...
Where Will Arm Holdings Stock Be in 5 Years?
Arm Holdings (NASDAQ: ARM) is a key player in the global semiconductor industry. The good part is that Arm's critical ...
Stargate AI Project: What AI Stocks Could Benefit in 2025 and Beyond?
Stargate is a private $500 billion artificial intelligence (AI) infrastructure project that has begun building massive data ...
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FACTBOX - US tech firms 'in deep water' as Chinese ventures take initiative
DeepSeek is a Chinese AI firm specializing in large language models (LLMs). Founded in 2023 by Liang Wenfeng, a co-founder of hedge fund High-Flyer, the company develops open-source AI models.
DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
Instead, it comes from what appears to be an Nvidia consumer, Chinese AI service provider DeepSeek. A DeepSeek research paper ...
Why Arm Holdings Stock Was Pulling Back Today
One day after Arm Holdings (NASDAQ: ARM) soared on news of the Stargate artificial intelligence (AI) project, shares of the ...