Trade war not good for anybody.
Click to enlarge.
My take: Trade war not good for anybody. Worse for some than others.
[apple-subscribe]
Contact [email protected] for any questions or corrections.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be…
Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price Prediction) did none of those things on June 30, yet its shares climbed 9.1%,…
For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued trapped-ion systems, superconducting qubits, quantum annealing, or photonic architectures mattered less than the fact…
ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at the 5nm…
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia…
Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies. AMD and…
Investors love ultra-high-yield dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other…
Oil futures have rocketed past $100 per barrel tonight, and Wall Street is already flinching. Nasdaq futures are down more than 400 points, off 1.7% as of Sunday evening. The question: why are NVIDIA…
No matter how transformative AI is, the sector faces two main challenges to its growth in the US. Both are political in their own ways. That puts hundreds of billions of dollars at risk,…
