Shares of Semiconductor Stocks Are Trading Lower Amid a Push by US President Biden to Curb AI Chip Exports to China.
(LSCC) - Analyzing Lattice Semiconductor's Short Interest
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Lattice Semiconductor Corporation (NASDAQ:LSCC) Shares Could Be 29% Above Their Intrinsic Value Estimate
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
U.S. chip stocks rose before the market opens! NVIDIA's new generation of graphics cards leads the way, and a wave of AIPC chip products is expected to be unveiled at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
Is Lattice Semiconductor Corporation's (NASDAQ:LSCC) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
2024's 'Biggest Loses' That Could See Reversal in 2025
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Intel (INTC.US) is pushing to sell Altera, with several giants competing and the valuation reaching as high as 12 billion USD.
Intel is advancing the process of selling its subsidiary Altera, which has attracted interest from several private equity firms and Semiconductors manufacturers.
U.S. stock market close | The three major Indexes had mixed results, with the Dow ending a 10-day losing streak; Quantum Computing concept stocks corrected, with QUBT and Quantum down about 40%; FedEx surged more than 13% after hours.
① The Dow Jones slightly increased, while the S&P 500 Index and Nasdaq slightly decreased; ② Micron Technology dropped over 16%; ③ Nike rose more than 10% in Post-Market Trading.
Intel Said to Consider Several Investment Firms, Lattice, for Altera Unit: Report
Express News | Intel is reportedly screening the list of candidates for the next round of bidding for the ALTERA chip Business.
Bloomberg: Francisco Partners And Silver Lake Competing Alongside Lattice Semiconductor In Second Round For Altera
Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
BofA Securities Adjusts Price Target on Lattice Semiconductor to $51 From $43, Maintains Underperform Rating