Amkor Technology's (NASDAQ:AMKR) 28% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
Stock Moves Reflect Downgrade for US Economic Growth Outlook - Goldman
How Is The Market Feeling About Amkor Tech?
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
Why Amkor Technology (AMKR) Outpaced the Stock Market Today
BlackRock: It will take time for capital expenditures to fully translate into revenue. Patience is still needed for artificial intelligence.
Blackrock believes it may take some time to see the capital expenditure of ai fully converted into income.
These 4 Measures Indicate That Amkor Technology (NASDAQ:AMKR) Is Using Debt Reasonably Well
Investing in Amkor Technology (NASDAQ:AMKR) Five Years Ago Would Have Delivered You a 273% Gain
Shares of Semiconductor Stocks Are Trading Lower Amid Overall Market Weakness. A Drop in the Price of NVIDIA May Weigh Down the Sector.
Unpacking Q2 Earnings: Amkor (NASDAQ:AMKR) In The Context Of Other Semiconductor Manufacturing Stocks
Artificial Intelligence (AI) Market Size to Achieve USD 3,680.47 Bn by 2034
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.
Global semiconductor demand rebounds! South Korea's chip exports in August surged 39% year-on-year.
①Data released by South Korea Customs on Sunday showed that South Korea's export growth rate in August has recovered to double digits, with chip exports increasing nearly 39% year-on-year. ②As a "canary" in the global economy, the growth of South Korea's export data not only signals a recovery in the global economic outlook but also reflects the strong demand for technology products worldwide.
"AI unicorn" CEO: The future of AI will be similar to the photovoltaic industry.
Taking the photovoltaic industry as an example, Amodei believes that even if a technology becomes very important and widely used in the market, it may still be difficult to bring high profits to a single company, and high commercialization can limit the company's profit potential. Similar to the photovoltaic industry, the market size of AI technology may also be very large, but the difficulty of making profits from it may also be very high, and the issue of profit distribution among different participants is also very complex.
Stocks Ex-Dividend September 3
After a night of terror, the market has regained its faith in AI, and the expectation of interest rate cuts is expected to continue to drive the rise of US stocks.
The market performed relatively calmly in early trading on Thursday, as investors speculate that the AI revolution is still not subsiding and the currency market is betting that the Fed's interest rate cut this year could reach 100 basis points, which is comforting for them.
Vanguard Economist: Can AI Boom Justify High Stock Valuations?
California AI bill "splits" Silicon Valley: Musk leads support, opponents worry about "inhibiting innovation".
This week, the California Legislature will make a difficult vote on the controversial AI bill. Musk, who claims to be an advocate for AI regulation, believes that the bill should be passed. Opponents strongly criticize the bill for stifling innovation and threatening California's unique position as a global leader in AI.
$1000 Invested In Amkor Tech 20 Years Ago Would Be Worth This Much Today