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☆ AI to drive 'much stronger' smartphone and PC market in the second half of 2024: Strategist
  + stars: | 2024-04-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI to drive 'much stronger' smartphone and PC market in the second half of 2024: StrategistRoss, chief investment strategist at Cascend Securities, discusses how artificial intelligence might affect the outlook for the chip sector.
Persons: Ross Organizations: Cascend Securities
☆ AMD shares jumped last week on the A.I. buzz. Wall Street weighs in on the stock's future
  + stars: | 2023-05-31 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Wall Street is again abuzz over artificial intelligence ever since chipmaker Nvidia reported blowout earnings last week. Analysts who've been very optimistic about the stock believe that like Nvidia, AMD has the potential to ride the AI wave . One bright spot is that AMD is pulling market share away from Intel , Ross said. However, that area of AI is currently cornered by Nvidia, which has around 75% market share, according to BofA. But BofA still retained its neutral rating for AMD, as it believes that gaining market share against Nvidia could prove tougher than expected.
Persons: Jensen Huang, who've, Eric Ross, CNBC's, Ross, BofA, Morgan Stanley, — CNBC's Michael Bloom Organizations: Nvidia, Devices, AMD, CNBC, Cascend Securities, Intel
☆ A corner of tech is up 50% from its 2022 lows — and strategists recommend these stocks to play it
  + stars: | 2023-02-13 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The semiconductor sector has seen quite a turnaround of late. Chip stocks were among the worst performers last year, with the iShares Semiconductor ETF (SOXX) shedding more than 35% of its value. Despite this, chip stocks have flown somewhat under the radar since the beginning of the year as the buzz around artificial intelligence and a recovery in Big Tech dominated investor attention. While the semiconductor sector is notorious for its cyclicality and boom-bust cycles, several Wall Street pros are urging investors to take a longer-term view. Europe stock ideas In Europe, a raft of chip stocks made Bank of America 's list of "2023 European Best Stock Ideas."
☆ Now's the time for PC chipmakers to 'throw the kitchen sink' into their earnings, strategist says
  + stars: | 2023-02-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow's the time for PC chipmakers to 'throw the kitchen sink' into their earnings, strategist saysEric Ross of Cascend Securities explains why AMD has a competitive edge over Intel, which he says has fallen behind in its process technology and its "wheels have been slowly coming off."
☆ Investors should be looking at Apple 'a lot more critically,' strategist says
  + stars: | 2022-12-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be looking at Apple 'a lot more critically,' strategist saysEric Ross of Cascend Securities says Apple is "exporting slavery and poor labor practices into China in order to be able to get a better bottom line."
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