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23.01.26 - 08:45
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Amazon, Tesla, Apple & Co: Probleme in Europa? (Der Aktionaer)
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US-Präsident Donald Trump zieht den Unmut vieler Europäer auf sich. Und dies könnte allmählich auch zum Problem für die großen sieben US-Technologieriesen Apple, Amazon, Meta, Tesla, Nvidia, Microsoft und Alphabet werden. Vor allem in Dänemark verleitet der Grönland-Konflikt einige zum Boykott von US-Produkten....
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23.01.26 - 01:06
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Fiberglass crunch spurs supply scramble as CCL makers ban order changes (Digitimes)
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As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE fiberglass cloth, a critical material used to address warpage, are forcing end customers, including Apple, Nvidia, Google, and AWS, into increasingly intense competition for supply, industry sources said....
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23.01.26 - 00:57
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Forget Nvidia And Broadcom, These 5 Small-Cap Chip Stocks Could Rally Big This Year (Benzinga)
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Bank of America highlights five small-cap chip stocks tied to AI, chip complexity and defense, seeing up to 44% upside as investors rotate away from megacaps.
Latest Ratings for CRDO
DateFirmActionFromTo Mar 2022Cowen & Co.MaintainsOutperform Mar 2022MizuhoMaintainsBuy Feb 2022Roth CapitalInitiates Coverage OnBuy
View More Analyst Ratings for CRDO
View the Latest Analyst Ratings
read more...
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23.01.26 - 00:15
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Micron & NVIDIA: The Kings of AI Stocks (Zacks)
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Even if 2026 is filled with AI 'losers', Micron and NVIDIA's critcal role in the buildout insulate them nicely from any sudden shocks, underpinned by visibly strong demand pictures....
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22.01.26 - 22:36
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Michael Saylor’s Bitcoin Playbook: What He Says Will Win (24/7 Wall St.)
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When the world's most vocal Bitcoin maximalist names a stock alongside BTC as a “best performing asset of the decade,” you pay attention. Michael Saylor doesn't do diversification. He does conviction. His two bets for the next ten years are Bitcoin and Nvidia (NASDAQ:NVDA). That pairing reveals how he sees digital transformation playing out. A ... Michael Saylor's Bitcoin Playbook: What He Says Will Win
The post Michael Saylor's Bitcoin Playbook: What He Says Will Win appeared first on 24/7 Wall St.....
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