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Ahead of earnings season, Oppenheimer reiterated that Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL) and Monolithic Power Systems (NASDAQ:MPWR) are its top picks in the ...
With earnings season on deck, Oppenheimer has called out several semiconductor stocks as its top picks, including Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), and ...
Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO ... window for U.S. policymakers to shift focus toward expanding domestic chip production. President Trump signaled that sectoral tariffs may ...
Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) are among the firm's favored stocks ... but analysts viewed it as a window for U.S. policymakers to shift focus toward expanding domestic chip ...
One day after a historic rally on Wall Street, semiconductor stocks resumed a deep slide on Thursday, led by sharp drops in Broadcom (NASDAQ:AVGO) and Nvidia (NASDAQ:NVDA). Broadcom fell 7% ...
When Nvidia CEO Jensen Huang attended a $1 million-a-head dinner at Mar-a-Lago last week, a chip known as the H20 may have been on his mind. That's because chip industry insiders widely expected ...
Taiwan Semiconductor Manufacturing Company (TSMC) may have to pay a fine of $1 billion or more to resolve a U.S. export control investigation related to a chip it made that was used in a Huawei AI ...
Trump threatened TSMC, the world’s most prolific silicon chip manufacturer, with company-specific tariffs if they didn’t accede to his demands. TSMC, among competing chip manufacturers ...
Also: DeepSeek's new open-source AI model can outperform o1 for a fraction of the cost Although Google has paid chip-maker Broadcom to help it take each new TPU into commercial production ...
During its Cloud Next conference this week, Google unveiled the latest generation of its TPU AI accelerator chip. The new chip, called Ironwood, is Google’s seventh-generation TPU and is the ...
Naura Technology Group, China’s top chip equipment maker, said it expects a sharp rise in revenue and profit for the first quarter of 2025, after reporting strong performance in 2024 ...
Although Samsung reported a boost in chip sales in its latest earnings report, falling prices and late shipments continue to hit the company. Tech giant Samsung Electronics increased its earnings ...
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