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28.04.26 - 01:42
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Commentary: Tim Cook′s sole omission during 15-year tenor (Digitimes)
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On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in ceremony for TSMC's first Arizona fab, a moment that crystallized how central Taiwan's semiconductor industry had become to American technology ambitions. For Cook, it was also the closest he ever got to TSMC's leadership in 15 years as Apple's CEO....
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27.04.26 - 23:15
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US: S&P 500, Nasdaq Edge Up to Fresh Record Closes; NVIDIA +4% (AAStocks)
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Oil prices climbed to record highs, while Iran peace talks stalled and tensions in the Strait of Hormuz escalated again, leading to mixed performance in US equities on Monday. The S&P 500 and Nasdaq opened lower but closed higher, both setting new record closing highs. The S&P 500 rose 8 points, or 0.1%, to close at 7,173, while......
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27.04.26 - 20:42
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NVIDIA Rises 4% to Record Highs on AI Buildout Momentum: Has the Catch-Up Trade Arrived? (24/7 Wall St.)
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Shares of NVIDIA (NASDAQ:NVDA) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher. NVDA stock trades near $216, clearing the prior 52-week peak of $212.17. The move caps a sharp run for chip stocks. NVIDIA shares are up 29% over ... NVIDIA Rises 4% to Record Highs on AI Buildout Momentum: Has the Catch-Up Trade Arrived?...
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27.04.26 - 20:06
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Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, and Jensen Huang declared that “the agentic AI inflection point has arrived.” The real opportunity could be elsewhere. The trade everyone is piling into has a name: NVDA. A CPU shortage is quietly reshaping data center economics, ... Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher...
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