Latest in The Next AI Battle: Who Can Get the Most Nvidia Chips in One Place
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STMicroelectronics Sees Slowing Sales and Profit Growth
STMicroelectronics delayed a key sales target it hoped to hit much earlier, and cut its gross margin forecast, as the chip inventory glut that has plagued the industry in recent years continues to ...Business - The Wall Street Journal - 3 days ago -
Will Republicans continue to support subsidies for the chip industry? | PwC interview
The Chips & Science Act was a bipartisan law passed to give $52 billion to the U.S. semiconductor industry. Will Republicans stand behind it?Tech - VentureBeat - 2 days ago -
Japanese Chip Maker Kioxia Plans Tokyo Market Debut
Kioxia plans to raise more than $740 million in its initial public offering, seeking growth capital to meet rising demand for chips used in artificial intelligence and data centers.Business - The Wall Street Journal - Yesterday -
Daisy The AI Granny Is Probably This Year’s Best AI
AI use cases matter, and If you’re looking for one to learn from, look no furtherBusiness - Inc. - 2 days ago -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28
