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Fed Will Likely Gift Markets a Rate Cut. How -2-
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Broadcom surged 24% last Friday, with a market cap exceeding one trillion! Which company will become the next member of the "one trillion market cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
Nvidia Stock Stumble Continues. What's Holding Back the AI Chip Maker. -- Barrons.com
Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.
From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.
The Zacks Analyst Blog Highlights Palantir, NVIDIA, Microsoft, Alphabet and Oracle