Shares of Semiconductor Companies Are Trading Higher Amid Overall Market Strength Following Wednesday's Fed Rate Cut.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Skyworks Solutions's Options Frenzy: What You Need to Know
Skyworks Solutions (SWKS) Stock Trades Down, Here Is Why
Shares of Semiconductor and Chip Stocks Are Trading Lower. The Sector Has Been Volatile Recently as Investors Assess Economic Data, Potential Fed Policy and the Sector's Year-to-date Performance.
Broadcom, Qorvo, Skyworks Lead Chips Lower as Apple iPhone Concerns Crop up
Netflix, Dell And 2 Other Stocks Executives Are Selling
Unusual Options Activity: ETSY, SWKS and Others Attract Market Bets, ETSY V/OI Ratio Reaches 119.8
EST Sep 13th Morning Delivery - In the last two hours of trading, 8 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
Is It Time To Consider Buying Skyworks Solutions, Inc. (NASDAQ:SWKS)?
The Apple iPhone 16 is officially unveiled. Which chip stock is expected to benefit?
Investment firm KeyBanc Capital Markets said on Tuesday that the impact of Apple's new iPhone 16 smart phone series on the semiconductor industry is mixed.
iPhone 16 Changes Will Aid Qualcomm, Broadcom, Others: KeyBanc
Skyworks Solutions (NASDAQ:SWKS) Sheds US$1.7b, Company Earnings and Investor Returns Have Been Trending Downwards for Past Three Years
Russell Companies With the Lowest Tax Rates Expected to Generate $1B in 2025 – GS
Is the largest ever wave of phone upgrades about to begin? The Apple iPhone 16 is about to debut, and these 24 Hong Kong and US stocks are expected to see a breakthrough.
Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.
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.
Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
Shares of Semiconductor and Chip Stocks Are Trading Higher in Possible Reaction to NVIDIA's Earnings Report. NVIDIA Fell Despite Better-than-expected Financial Results.
Skyworks (SWKS) Down 6.1% Since Last Earnings Report: Can It Rebound?