hapabapa The theme of generative artificial intelligence has been dominated by a few companies, especially Nvidia (NVDA), but it looks to be broadening out, research firm TD Cowen said. “NVIDIA continues to dominate trading, narrative, and fundamentals, though GenAI spending is beginning to expand to others such as AMD, BroadcomContinue Reading
FlashMovie Apple (NASDAQ:AAPL) suppliers, such as Taiwan Semiconductor Manufacturing Company (NYSE:TSM), stand to benefit as the Cupertino-based company looks to boost iPhone shipments this year. TSMC produces chips not only for iPhones, but also for iPads, Watches and Macs. Its shares ticked up 3% on Wednesday. Apple accounted for aboutContinue Reading
Christopher Furlong/Getty Images News British home building stocks climbed Friday following the Labour Party’s landslide win in the U.K. general election, and that stock sector is among four others likely to benefit from the center-left party’s victory, Interactive Investor said. The Labour Party on Thursday picked up 211 seats, leavingContinue Reading
jiefeng jiang/iStock via Getty Images Synopsys (NASDAQ:SNPS) and Cadence Design Systems (NASDAQ:CDNS) are likely to continue benefiting as semiconductor design continues to become tougher, with the two companies showing off their competitive moats, investment firm Baird said. “In our view, both companies are driving product strategies that will solidify leadingContinue Reading
