Taiwan Semiconductor Manufacturing Co Ltd
Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more
Check out the companies making headlines in after-hours trading. Nvidia — Shares of the chipmaker rose more than 6% in extended trading on the back of better-than-expected third-quarter results . Nvidia earned $1.30 cents per share, excluding items, on $57.01 billion in revenue. Analysts polled by LSEG had expected $1.25 cents per share in earnings […]
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The $500 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight
Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for […]
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‘Nvidia is the Hermès’ of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML
For Jensen Huang, the CEO of Nvidia, and his management team, “it’s about winning in the trenches,” according to Mark Urquhart, a partner at investment management firm Baillie Gifford. Urquhart, who has tracked the chip market for nearly 30 years, leads the firm’s Long Term Global Growth team, which typically holds companies for exceptionally long […]
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These underperforming groups may deliver AI-electric appeal. Here’s why.
ETF Edge These underperforming groups may deliver AI-electric appeal. Here’s why. Published Sat, Nov 15 202511:00 AM EST Blair Bao WATCH LIVE Source
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Nvidia CEO’s ask of Taiwan Semi means more upside for this portfolio stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 jumped nearly 1.5% on Monday, as House members were called back to Washington to vote on a Senate deal to […]
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China’s key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images It’s well known that Chinese semiconductors designed for artificial intelligence cannot compete with the American firm Nvidia. Yet, China has managed to continue developing highly advanced AI models, with many being run on homegrown chips. China’s secret? […]
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Why Jim Cramer wants to load up on more shares of this DuPont spinoff
Qnity Electronics — now spun off from DuPont — moved higher in its public debut on the New York Stock Exchange on Monday. The stock quickly earned an endorsement from Jim Cramer. “We have a nice position in Qnity, but we don’t own enough,” Jim said during Monday’s Morning Meeting . The Club received 812 […]
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Bank worries, China trade feud unnerves stock market. Typical October volatility or something bigger?
How are we enjoying the “normal seasonal soft patch” so far? The stock market spent the past week chopping around the range left by the sharp drop the prior Friday, while confronting the ghosts of crises past: regional-bank balance-sheet worries , possible re-escalation of China trade hostilities, a crypto flash correction and a reversal in […]
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What Taiwan Semi’s blowout quarter means for these 2 portfolio chip stocks
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. The U.S. stock market pushed modestly higher Thursday, buoyed by a strong revenue forecast from Taiwan Semi , which shifted Wall Street’s focus from escalating trade tensions with China. […]
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Stocks making the biggest moves premarket: J.B. Hunt, Salesforce, Charles Schwab, Hewlett Packard Enterprise & more
Check out the companies making the biggest moves before the bell: J.B. Hunt Transport Services — The trucking and logistics company jumped more than 14% on strong quarterly results. In the third quarter, J.B. Hunt earned $1.76 per share on revenue of $3.05 billion. Analysts polled by LSEG expected earnings of $1.46 per share on […]
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