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Major U.S. equities indexes were mixed at midday Tuesday while China trade developments in the semiconductor sector boosted tech stocks.
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Tech led US stocks on Tuesday as a key consumer inflation print showed inflation accelerated in June, big banks kicked off ...
The U.S. Bureau of Labor Statistics announced Tuesday that consumer prices moved upwards in June, with the true impact of ...
Nvidia stock jumps after the chip maker says it soon expects to again begin selling its H20 AI chip in China, while earnings from JPMorgan Chase, Wells Fargo, and Citigroup beat analysts’ estimates.
Apple is investing $500 million in a deal with US rare earths company MP Materials as the iPhone maker faces pressure from President Donald Trump to produce its ...
Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...
It's a tale of two markets. The S&P 500--a benchmark for the stock market--is wavering between small gains and losses, while the tech-heavy Nasdaq, higher by 0.7%, has plans to etch a new all-time ...
Apple strikes $500 million deal with MP Materials for rare-earth minerals, boosting US supply chain and manufacturing.
A popular exchange-traded fund that holds Big Tech stocks was rising Tuesday morning, outperforming the U.S. stock market, as Nvidia Corp.’s shares posted the biggest gains in the Dow Jones Industrial ...
Bank of America survey shows renewed appetite for ‘Magnificent Seven’ despite lingering concerns over US dollar ...
The Silicon Valley chip giant said the Trump administration, which had shut down its sales to China three months ago, had ...
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