Truist Financial Maintains Texas Instruments(TXN.US) With Hold Rating, Announces Target Price $199
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm
Truist Raises Price Target on Texas Instruments to $199 From $190, Keeps Hold Rating
Bernstein Maintains Texas Instruments(TXN.US) With Sell Rating, Maintains Target Price $140
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.
Trump's tariff threats are serious! Executives from American companies face obstacles in their lobbying efforts.
Executives initiated lobbying efforts to soften Trump's trade policies, but Trump's team stated that the threat of tariffs should be taken seriously, as advisors are nearly powerless to stop him.
Trump rings the opening bell for the NYSE: The stock market is everything, and significant actions will be taken regarding Cryptos.
On Thursday, Donald Trump rang the opening bell at the NYSE. He emphasized the importance of the stock market, stating that the stock market is everything, and plans to take significant actions regarding Cryptos, lower the corporate tax rate to 15%, and increase Petroleum Extraction to alleviate the current inflationary pressures.
"Person of the Year" Trump rings the opening bell at the NYSE, emphasizing that "the stock market is everything."
On December 12, the elected President Trump was named Time Magazine's Person of the Year for 2024, ringing the opening bell at the NYSE that day; Trump rang the bell with the CEO of ICE and the CEO of Time Magazine, along with the president of the NYSE, while the CEOs of companies such as Goldman Sachs and Citigroup were present; Trump promised an "unprecedented economy," planned to increase oil drilling to reduce inflation, and committed to lowering the corporate tax rate to 15%.
LeddarTech Secures Key Financial Milestone in Collaboration With Texas Instruments
Investors Heavily Search Texas Instruments Incorporated (TXN): Here Is What You Need to Know
Three expected differences of Trump 2.0.
Source: Xue Tao Macro Notes Author: Tianfeng Macro Song Xuetao. The market's perception of Trump's second term has formed increasingly fragmented expectations in terms of policy implementation and specific policy impacts. Currently, the market universally expects better outcomes next year, which requires caution. In the first month after the election, from the unexpectedly strong cabinet selections to the sudden announcement of considering tariffs on Canada and Mexico, the uncertainty and complexity of Trump 2.0 are fully demonstrated. This increases the difficulty for the market to predict the implementation and impact of Trump 2.0 policies, creating some increasingly fragmented expectation gaps. The first type of expectation gap is contradictory policies leading to...
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
Texas Instruments (TXN) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Chips Mostly Lower as Investors Await Key Results From Broadcom
Texas Instruments: Positioned for Resilience and Growth Amidst Semiconductor Market Volatility
US Rep. Jared Moskowitz Discloses Buys of Several Mag 7 Stocks
Sector Update: Tech Stocks Mixed in Late Afternoon Trading