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15.04.26 - 21:51
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Nvidia, AMD Could Ride 80% Earnings Explosion BlackRock Just Flagged (UPDATED) (Benzinga)
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BlackRock expects an 80% jump in semiconductor earnings in 2026. But the Strait of Hormuz shutdown doesn't bode well for this forecast.
Latest Ratings for TSM
DateFirmActionFromTo Jan 2022Atlantic EquitiesUpgradesNeutralOverweight Oct 2021Cowen & Co.Initiates Coverage OnMarket Perform Jul 2021NeedhamInitiates Coverage OnBuy
View More Analyst Ratings for TSM
View the Latest Analyst Ratings
Importance Rank:
3
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15.04.26 - 18:45
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OpenAI′s Stratospheric Valuation Draws Investor Scrutiny As It Scrambles To Capture Enterprise Market (ZeroHedge)
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OpenAI's Stratospheric Valuation Draws Investor Scrutiny As It Scrambles To Capture Enterprise Market
OpenAI, fresh off the largest private fundraising round in history, is facing mounting questions from some of its own backers over its $852 billion valuation and a whiplash-inducing pivot in strategy that prioritizes the higher-margin enterprise market at the expense of its consumer crown jewel - all because Anthropic is starting to drink their milkshake with enterprise contracts.
The company raised $122 billion last month from Silicon Valley and global capital - including SoftBank, Amazon, Nvidia, Andreessen Horowitz, Sequoia Capital and Thrive Capital. Yet even as Chief Financial Officer Sarah Friar hailed the oversubscribed deal as proof of “strong conviction” in the company's direction, early investors are voicing skepticism. One told the Financial Times the pivot feels unfocused: “You have ChatGPT, a 1 billion-user business growing 50-100% a year - what are you doing talking...
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