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: ...
Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers
My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...
SK Hynix profit tops forecast Samsung results, but shares dip on demand outlook
South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...
Why Micron Technology Stock Is Sinking Today
Shares of Micron Technology ( MU -3.93%) were slipping Thursday. The firm's stock is down 2.9% as of 1:25 p.m. ET, but lost as much as 5.4% earlier in the day. The move down comes as the S&P 500 ( ...
Micron: Exposure To AI Tailwinds At A Cheap Valuation
Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...
3 Blockbuster Semiconductor Stocks to Buy for a Happy New Year in 2025
According to Morgan Stanley, a group of four tech giants (Microsoft, Amazon, Alphabet, and Meta Platforms) could spend a ...
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Nvidia supplier SK Hynix posts record quarterly profit on AI chip demand
South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...
Nvidia (NVDA) Gets a Buy from Mizuho Securities
In a report released on January 20, Vijay Rakesh from Mizuho Securities reiterated a Buy rating on Nvidia (NVDA – Research Report), with a ...
Nvidia Partner SK Hynix Sees Record Profits, Fails to Impress AI Chip Bulls
SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...
Should You Forget Nvidia and Buy This Tech Stock Instead?
Looking for the next big thing in AI and tech stocks? Check out why one supporting player might be a better pick than the ...