Tag: Semiconductor

Investors are bullish on AI as Nvidia's stocks soar. However, wealth managers warn of risks, including a potential bubble and existential threats to society.

Tech companies like HP, Hewlett Packard Enterprise, and Ambarella have faced stock losses due to challenges in incorporating AI into their business models despite their dedication to AI technology.

Wall Street is showing increased interest in AI stocks with Nvidia's promising revenue guidance boosting market value by almost $200bn in a day. The top performers so far in 2023 are C3.ai, Nvidia, AMD, Marvell Technology, Cadence Design Systems, Synopsys, Broadcom, Alphabet, Microsoft, and Taiwan Semiconductor. C3.ai saw a gain of 260.8%, and Nvidia's CEO is respected for developing graphics processors and chips essential to AI and gaming. C3.ai uses machine learning to provide predictive analytics software solutions to businesses, and shares have risen considerably since the company went public in December 2020.

C3.ai, Palantir, and UiPath are three stocks benefiting from AI hype. Nvidia recently joined the $1tn market cap milestone for tech stocks. Options traders are paying attention.

This article looks at the Chinese investigation into American chip maker Micron Technology for potential cybersecurity risks in response to U.S.’s actions. Impact of the investigation on Chinese and global technology supply chain are discussed, as well as implications for competitors of Micron like Samsung and SK Hynix. The U.S. Department of Commerce is monitoring the situation looking to resolve the chip market distortions caused by China's actions.