Investors Chips
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Politics - The Hill
Billionaire investor says market is 'very convinced' of Trump victory
Billionaire investor Stanley Druckenmiller said Wednesday that the market is “very convinced” of an election victory for former President Trump. “I must say, in the last 12 days, the market and the ...31 minutes ago - Donald Trump -
Business - Financial Times
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feast10 hours ago -
World - Financial Times
China’s investors are counting on fiscal stimulus
Recent market rally will peter out without decisive policy action to boost the economy10 hours ago - China -
Business - MarketWatch
Bond investors position for new debt from Goldman Sachs and Morgan Stanley
Bond investors — who have sent spreads on the debt of the big U.S. money-center banks to their tightest levels of the year — are now positioning for new issuance, with Goldman Sachs and Morgan ...10 hours ago -
Business - MarketWatch
Nvidia is the ‘single most important company’ for investors. These numbers prove why.
Nvidia’s stock packs the ability to take big swings regularly, even as the company’s market cap has swelled enough to garner large weightings in indexes.11 hours ago -
Business - MarketWatch
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...12 hours ago - China -
Business - MarketWatch
Europe’s answer to the Magnificent Seven comes up short
Europe’s answer to the Magnificent Seven is leaving much to be desired after two of the Continent’s biggest companies, ASML Holding and LVMH Moet Hennessy, disappointed investors.13 hours ago - Europe -
Business - The Wall Street Journal
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
Global chip stocks continued to slump after ASML warned the recovery for some areas of the industry would be slower than expected, raising fears among investors of a prolonged downturn in demand.19 hours ago -
Business - CNBC
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.19 hours ago -
Business - CNBC
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.20 hours ago - Netherlands -
Business - CNBC
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.21 hours ago -
World - Financial Times
Mexico’s Sheinbaum pitches certainty to wary US investors
New president tries to reassure business leaders ahead of American election and possible review of free trade pactYesterday -
Business - MarketWatch
Nvidia, AMD shares extend drops as investors get spooked — but should they be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.Yesterday -
Business - Inc.
Know Your Investor: What Latino VCs Look for in Startups
The founders of L’attitude Ventures, Chingona Ventures, and Ascendo Venture Capital break down their investment theses.Yesterday -
Tech - The Wall Street Journal
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.Yesterday -
Business - CNBC
Hot chip stocks suffer a tough one-two punch, but there are winners in Tuesday's down market
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Yesterday -
Business - Inc.
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.Yesterday -
Business - The Wall Street Journal
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.Yesterday -
Business - CNBC
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Yesterday -
Business - Inc.
Everyone Has a Bad Investor
A deep dive into the impact of toxic investors on company culture and financial health, and strategies to mitigate risks.Yesterday -
World - Financial Times
Euro falls to 2-month low as investors price in interest rate cuts
Single currency has dropped more than 2% against dollar so far this monthYesterday -
Tech - ABC News
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...Yesterday - Joe Biden -
Business - CNBC
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Yesterday -
Tech - VentureBeat
Chip industry faces talent shortage as revenues head to $1 trillion | Deloitte
Deloitte says the chip industry will hit $1T in 2030, but a huge talent shortage looms across the entire world.Yesterday -
Business - MarketWatch
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.2 days ago -
Business - The Wall Street Journal
Activist Investor Doubles Down on Calls for Executive Changes at BP
U.K. activist investor Bluebell Capital Partners is pushing BP to remove its chairman and lead independent director.2 days ago -
Business - MarketWatch
The dollar is rallying because investors are making a ‘down payment’ on a Trump election victory
The U.S. dollar has been strengthening in part because investors are growing more confident Donald Trump will be victorious in the Nov. 5 presidential election, according to one Wall Street ...2 days ago - Donald Trump -
Business - Inc.
With its Cybercab Design, Tesla Confused Investors
The sporty two-seater robotaxi unveiled last week underwhelmed analysts, who wonder how it will actually serve riders’ needs.2 days ago - Tesla -
Politics - The Hill
State attorneys general are stepping in to deal with ESG abuse of investors
Proxy advisors ISS and Glass Lewis have been using their position to further their own political preferences, resulting in a wave of proxy proposals promoting ESG objectives and discrimination ...2 days ago -
Business - Financial Times
Evening Standard kept afloat with £44mn in loans from Lebedev and other investors
Accounts show Russian-born peer also wrote to company promising to provide continued support2 days ago -
Tech - VentureBeat
Lidwave raises $10M to improve machine vision with on-chip 4D LiDAR
Lidwave has raised $10 million to make machine vision better when it comes to spotting pedestrians in a busy landscape.2 days ago -
Business - CNBC
International investors descend on London as Labour tries to woo new business to Britain
Uncertainty around the event and suspected tax changes in the upcoming budget has left many investors in the dark.2 days ago -
Top stories - The New York Times
An Artist Signed Over His Career to Investors. Now He Wants It Back.
Bjarne Melgaard’s rise in the art world came with strings attached and an unusual contract with investors. Now he’s suing to regain control of his artwork.2 days ago