In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA), Arm Holdings (NASDAQ: ARM), ASML (NASDAQ: ASML), and Micron Technology (NASDAQ: MU). To learn more, check out the short video,
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Despite news of a new artificial intelligence (AI) initiative from the Trump administration, Micron shares were hurt by its rivals' recent earnings report. Losing memory Micron is a semiconductor firm specializing in memory,
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My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore more details here.
Nvidia stock rose early Friday as investors digested a raft of mixed news over the past few days. Shares were up 0.2% to $147.54 in early trading. It closed almost flat Thursday after starting the day in the red as a fresh outlook from supplier SK Hynix cast doubt over future demand for its products.
1 Day SMCI 0.21% DJIA 0.09% S&P 500 0.11% Technology 2.32%
Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations present opportunities for investors. Although earnings beat estimates, expectations came in lower than expected,
Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.
South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets would double this year after reporting a record quarterly profit that surpassed its bigger rival Samsung.
South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips such as high-bandwidth