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15.01.26 - 16:36
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NVIDIA′s Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish? (24/7 Wall St.)
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It's hard to move the needle on shares of Nvidia (NASDAQ:NVDA) these days. Even though the stock has continued to drag its feet into the new year, with shares currently down just over 3% year to date, there have been several bullish developments that I thought have reignited a bit of enthusiasm for the GPU ... NVIDIA's Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish?
The post NVIDIA's Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish? appeared first on 24/7 Wall St.....
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15.01.26 - 15:24
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ReelTime′s Reel Intelligence (“RI”) Becomes the First Multi-Modal AI Platform to Deliver Single-Image 2D-to-3D Models Ready for 3D Printing (GlobeNewswire EN)
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ReelTime's “RI” (OTCID:RLTR) moves ahead of AI leaders including NVIDIA (NVDA), Alphabet (GOOGL), Palantir (PLTR), Microsoft (MSFT), and Meta Platforms (META) by delivering practical, print-ready 3D output from a single image ReelTime's “RI” (OTCID:RLTR) moves ahead of AI leaders including NVIDIA (NVDA), Alphabet (GOOGL), Palantir (PLTR), Microsoft (MSFT), and Meta Platforms (META) by delivering practical, print-ready 3D output from a single image...
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15.01.26 - 15:12
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Trump imposes 25% tariff on Nvidia AI chips and others, citing national security (The Guardian)
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The order follows a nine-month investigation and includes broad exemptions for data centers and consumersDonald Trump on Wednesday imposed a 25% tariff on certain AI chips, such as the Nvidia H200 AI processor and a similar semiconductor from AMD called the MI325X, under a new national security order released by the White House.The proclamation follows a nine-month investigation under section 232 of the Trade Expansion Act of 1962 and targets a number of high-end semiconductors meeting certain performance benchmarks and devices containing them for import duties. The action is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US and decrease reliance on chip manufacturers in places like Taiwan. Continue reading......
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15.01.26 - 14:54
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Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD (24/7 Wall St.)
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1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia's dominance. AMD crushed both the market and NVDA in 2025, posting 90% gains versus Nvidia's 37%. The stock jumped 6.5% this week to $223.60, with RSI at 57 showing ... Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD
The post Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD appeared first on 24/7 Wall St.....
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15.01.26 - 14:33
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TSMC′s Bullish AI Outlook Prompts Goldman To Say ′Anyone Hoping For A Pullback Will Get Disappointed′ (ZeroHedge)
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TSMC's Bullish AI Outlook Prompts Goldman To Say 'Anyone Hoping For A Pullback Will Get Disappointed'
Europe's semiconductor stocks moved higher on Thursday, with ASML Holdings surging to a record high after Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 35% jump in fourth-quarter profit and signaled plans to boost capital spending by nearly 40% this year.
TSMC, a supplier to tech giants including Nvidia and Apple, raised its 2026 capex guidance to $52 billion to $56 billion, up from a previous estimate of $40 billion. Management also indicated that the three-year investment plan will be significantly higher, reducing the likelihood of a near-term pullback in spending.
"Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies," said Wendell Huang, Senior VP and CFO of TSMC. "Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.&...
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15.01.26 - 14:18
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Here Are Thursday′s Top Wall Street Analyst Research Calls: Applied Materials, BankUnited, Broadcom, Dell Technologies, DraftKings, Lam Research, NVIDIA, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading higher after another risk-off day on Wall Street on Wednesday. Despite more solid news on the inflation front, as the producer price index report came in below estimates, the swirling geopolitical issues around the world and at home are starting to weigh on Wall Street's bullishness. The potential for ... Here Are Thursday's Top Wall Street Analyst Research Calls: Applied Materials, BankUnited, Broadcom, Dell Technologies, DraftKings, Lam Research, NVIDIA, and More
The post Here Are Thursday's Top Wall Street Analyst Research Calls: Applied Materials, BankUnited, Broadcom, Dell Technologies, DraftKings, Lam Research, NVIDIA, and More appeared first on 24/7 Wall St.....
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15.01.26 - 13:15
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Nvidia vs. Alphabet: Welche KI-Aktie verspricht mehr Wachstum in 2026? (Sharedeals)
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Beide Unternehmen reiten aktuell auf der immer größer werdenden KI-Welle, aber eine dieser beiden Aktien bietet aus meiner Sicht heute die bessere Mischung aus Upside-Potenzial und aktueller Bewertung. Es gibt zahlreiche Möglichkeiten, an der Börse weltweit auf künstliche Intelligenz zu setzen. Es gibt aber zwei Wege, die dabei besonders spannend sind. Nummer eins: Anbieter von […]
The post Nvidia vs. Alphabet: Welche KI-Aktie verspricht mehr Wachstum in 2026? first appeared on sharedeals.de....
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15.01.26 - 13:00
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US Imposes 25% Tariff On Advanced Computing Chips (AFX)
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WASHINGTON (dpa-AFX) - President Donald Trump has imposed a 25 percent tariff on certain advanced computing chips, such as the NVIDIA H200 and AMD MI325X. The White House said in a fact sheet that......
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15.01.26 - 11:48
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Jenseits der „Glorreichen 7“: Welche US-Marktführer künftig im Fokus stehen könnten (Das Investment)
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Wer die nächsten Marktführer am US-Markt abseits der Glorreichen 7 sein könnten, skizzieren Multi-Asset-Spezialisten von Pictet Asset Management.Warum die „Glorreichen 7“ nicht die einzigen Aktien sein werden, die die Aktienmärkte beeinflussen, erläutern die Pictet Asset Management-Experten Arun Sai, Multi-Asset-Stratege, und Gertjan Van Der Geer, Investment-Manager. Beim bemerkenswerten Aufschwung des US-Aktienmarktes haben die „Glorreichen 7“, die Technologieriesen, eine Hauptrolle gespielt. Das Narrativ, das sie umgibt, ist verlockend. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia und Tesla sind in den letzten drei Jahren zusammen fast 50 Prozent der gesamten Kursgewinne des S&P 500 Index...In Verbindung stehende Nachrichten:Neben aktivem und passivem Management: KI als dritter Weg im InvestmentbereichEmerging Market Bonds: Schwellenländer-Anleihen starten in eine neue PhasePictet Asset Management: Übergewichtung in Aktien, Untergewichtung in Anleihen...
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