"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times

Benzinga01:01

Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025

Seeking AlphaDec 16 20:59

Truist Lowers Price Target on ON Semiconductor to $85 From $89, Keeps Buy Rating

MT NewswiresDec 16 20:42 · Ratings

The Nasdaq 100 is about to adjust, and these 11 companies may see a 50% increase in upside potential.

As the annual adjustment of the NASDAQ 100 Index approaches, a group of potential stocks is preparing to make their debut. This adjustment not only brings prestige to these companies but may also trigger a large-scale inflow of capital, further driving up stock prices.

Golden10 DataDec 16 16:36

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cnDec 16 14:52

How ON Semiconductor's (ON) SiC JFET Acquisition Will Transform the Power Solutions Market?

Yahoo FinanceDec 16 02:38