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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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08.05.26 - 17:12
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AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio? (24/7 Wall St.)
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The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?...
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08.05.26 - 16:13
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AMD Aktie: Kurs läuft heiß (Aktiencheck)
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Wien (www.aktiencheck.de) - AMD-Aktienanalyse der Raiffeisen Bank International AG:
Manuel Stahl, Analyst der Raiffeisen Bank International AG (RBI), streicht in einer aktuellen Aktienanalyse die Kaufempfehlung für die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD). [mehr]...
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08.05.26 - 13:54
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AMD Aktie: Die nächste Wachstumsphase! (Aktiencheck)
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St. Petersburg (www.aktiencheck.de) - AMD-Aktienanalyse von Raymond James:
Raymond James habe das Kursziel für die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) von 365 auf 455 USD angehoben und das Votum "outperform" bestätigt. [mehr]...
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