DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Javier Correonero - 3 TSMC - 1 — - 1 Dan Hutcheson - 1 TechInsights - 1 It's - 1 Correonero - 1 TSMC's - 1
Top related locs:
Britain Coupang
Top related orgs:
Morningstar - 3 Nvidia - 3 Service - 1 Taiwan Semiconductor Manufacturing Company - 1 TSMC - 1 Samsung - 1 Intel - 1 AMD - 1

Search resuls for: "Correonero"


3 mentions found


☆ What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
  + stars: | 2024-10-17 | by ( Beatrice Nolan | ) www.businessinsider.com   time to read: +5 min
Analysts told BI it points to continued AI chip growth in the short to medium term. ASML sells large lithography machines — which print circuit patterns onto silicon wafers — to chip manufacturers, including TSMC, Samsung, and Intel. Its customers include Nvidia, the GPU designer spearheading the AI chip boom, along with AMD and Qualcomm. This makes TSMC a good bellwether for AI chip demand. While a slowdown at ASML might suggest some caution, the bigger picture still points to a continued surge in AI demand.
Persons: TSMC, —, Javier Correonero, Dan Hutcheson, TechInsights, It's, Correonero, TSMC's, CC Wei, Gokul Hariharan, Kate Leaman, Leaman Organizations: Service, Taiwan Semiconductor Manufacturing Company, TSMC, Samsung, Intel, Morningstar, Nvidia, AMD, Qualcomm, Taiwan, Broadcom, Reuters, CC, JPMorgan
☆ SoftBank seen returning to loss in fourth quarter despite strength in tech stocks
  + stars: | 2024-05-12 | by ( ) www.cnbc.com   time to read: +2 min
Japanese technology investor SoftBank Group is expected to slip back into the red when it reports earnings on Monday despite technology stocks including Arm Holdings its core asset, performing well over the quarter. Analysts and investors are also eagerly awaiting clues about new growth investments as SoftBank has ample liquidity and can monetize its huge holding in Arm. The initial public offering (IPO) market remained subdued, leaving analysts uncertain of the monetization prospects for SoftBank's portfolio of unlisted tech startups. But while the Arm stake may make possible an investment on this scale, its dominance within SoftBank's portfolio poses a risk should market sentiment turn, hitting SoftBank's value and fundraising capacity. Morningstar analyst Javier Correonero estimates a fair value for Arm of $57 per share, compared to its recent trading range around $100 per share.
Persons: SoftBank, Arm's, DiDi, Shogo Tono, Javier Correonero Organizations: SoftBank, Arm Holdings, Grab Holdings, LSEG, Nomura Securities, Nvidia, Morningstar Locations: Britain, Coupang
☆ This AI stock could fall 50% and has an 'exaggerated artificial intelligence narrative,' Morningstar says
  + stars: | 2024-04-09 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Arm , the British semiconductor design company, has seen its share price skyrocket since reporting third-quarter earnings in February. However, Morningstar believes the current share price is overvalued and could drop by 54% to $57. Morningstar's price target for Arm, which the firm calls a fair value estimate, is $57 per share. The consensus price target of 31 analysts covering Arm polled by FactSet points to a 14% downside. The research firm has raised its price target for Arm to $160, representing 28% upside from current levels.
Persons: Morningstar, Javier Correonero, FactSet, Vijay Rakesh Organizations: Nvidia, Apple, ARM, Mar, CNBC Pro, Mizuho Securities, Morningstar, Mizuho
0 next >>
Total: 3