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16.04.26 - 21:24
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Live: Will Netflix Beat Q1 Earnings After the Bell Tonight? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksWall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 — before its 28,000% run — has just pinpointed 10 new AI companies ... Live: Will Netflix Beat Q1 Earnings After the Bell Tonight?...
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16.04.26 - 20:57
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies (ZeroHedge)
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies
Taiwanese chip giant, Taiwan Semiconductor Manfuacturing Co, said Thursday its net profit surged to a fresh record in the first quarter, fueled by the global artificial intelligence race despite the war in the Middle East. Massive demand for AI hardware means business is booming for TSMC -- the biggest contract maker of microchips used in everything from Apple phones to Nvidia processors.
TSMC's net profit for the first three months of the year jumped 58.3% YoY to NT$572.5 billion ($18 billion), beating analyst estimates of NT$540.20 billion as governments and tech giants continue to pour huge sums into building data centers that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. A weaker Taiwanese dollar had also boosted the firm's revenues from overseas sales: the company said net revenue rose 35.1% YoY to a record NT$1.13 trillion. Gross margin was 66.2% in the fir...
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16.04.26 - 20:06
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How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared (24/7 Wall St.)
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AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital is flowing rapidly into data centers, semiconductor fabrication plants, and AI software, reshaping entire supply chains in the process. For investors seeking exposure ... How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared...
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16.04.26 - 17:30
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AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA? (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) stock is up 6% today, rising from $258.12 to $274 and change as a pair of fresh catalysts reignite the AI chip debate. Can AMD finally close the gap on NVIDIA (NASDAQ:NVDA)? Today's move suggests investors think the answer is getting closer to yes. The rally builds on a stock that ... AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?...
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16.04.26 - 17:18
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Why I Can’t Stop Buying Nvidia Stock (24/7 Wall St.)
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NVIDIA Corporation (NASDAQ:NVDA) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another quarter that makes the previous one look modest. Here are three reasons I can't stop buying the stock. Reason 1: The Growth Trajectory Keeps Accelerating, Not Decelerating ... Why I Can't Stop Buying Nvidia Stock...
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16.04.26 - 17:01
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Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200? (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) has drawn attention from near-term investors below $200, while Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted multi-year holders below $500. Both anchor the AI infrastructure buildout but serve different roles. NVIDIA designs the GPUs powering the AI race. TSMC manufactures the chips that NVIDIA and virtually every advanced semiconductor company designs. NVIDIA leads on ... Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?...
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