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Randy Abrams - 2 Taiex Randy Abrams - 1 Abrams - 1 chipmakers - 1 bode - 1 Alibaba - 1
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UBS - 3 Trump - 1 Taiwan Research - 1 Devices - 1 Nvidia - 1 AMD - 1 Edge - 1 Micron Technology - 1

Search resuls for: "Randy Abrams"


7 mentions found


☆ Trump 2.0 tariffs could put tech 'in the line of fire,' says UBS analyst
  + stars: | 2024-09-20 | 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 EmailTrump 2.0 tariffs could put tech 'in the line of fire,' says UBS analystRandy Abrams, head of Taiwan Research at UBS, discusses potential Trump 2.0 tariffs and what they would mean for global trade and tech supply chains.
Persons: Randy Abrams Organizations: Trump, UBS, Taiwan Research Locations: Taiwan
☆ UBS says it expects more upside for Taiwan's Taiex
  + stars: | 2024-05-21 | 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 EmailUBS says it expects more upside for Taiwan's TaiexRandy Abrams of the bank discusses what's driving growth in the Taiwan market.
Persons: Taiex Randy Abrams Organizations: UBS Locations: Taiwan
☆ This could be the next big investing trend in AI. How UBS says to play it
  + stars: | 2024-01-17 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Edge AI, or AI at the edge, refers to the utilization of AI in edge computing, and its growth should have an immense effect on the technology world over the next few years. Given this outlook, Abrams named some of the top companies across technology sectors situated to benefit from AI at the edge. UBS projects more upside ahead, viewing both stocks among the top semiconductors as best situated to benefit from Edge AI. Memory chipmakers also look poised to benefit from Edge AI as devices on the edge require more computing power. But the company has been on the uptrend as demand rebounds, AI server demand booms and commercial customers begin deploying AI PCs later this year and into 2025.
Persons: Randy Abrams, Abrams, chipmakers, bode, Alibaba Organizations: UBS, Devices, Nvidia, AMD, Edge, Micron Technology, Micron, Dell, Microsoft, Arista Networks Locations: chipmakers
☆ UBS says this semiconductor stock is a ‘buy’ — and doubles its price target
  + stars: | 2023-04-21 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
UBS is upgrading Taiwanese foundry United Microelectronics from "neutral" to "buy." The Swiss investment bank raised its price target on the stock from 37 Taiwan dollars ($1.20) to NT$75, representing a potential upside of nearly 50% from its closing price on Wednesday. UMC's year-to-date rerating reflects the "increasing optimism" about the semiconductor industry's recovery and the greater profitability of the stock, the analysts said. UBS isn't the only bull UBS isn't the only bank bullish on United Microelectronics. In a note on April 19, the bank maintained its "outperform" rating on the stock and raised its price target on the stock to NT$60.
☆ Wall Street analysts say these A.I. beneficiaries have major upside, including this cancer detection company
  + stars: | 2023-03-11 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Wall Street analysts named several stocks this week they see as major beneficiaries of the recent artificial intelligence boom. They include Adobe, Marvell, RadNet, Cisco, TSM and Broadcom. RadNet The outpatient radiology diagnostic center company was recently upgraded to outperform from market perform by Raymond James analyst John Ransom. "With strong structural tailwinds, MSD-HSD EBITDA growth should be achievable in the near to intermediate-term, with an enticing opportunity in the AI segment," Ransom said. ... With strong structural tailwinds, MSD-HSD EBITDA growth should be achievable in the near to intermediate-term, with an enticing opportunity in the AI segment.
☆ How to invest in the ChatGPT-driven AI boom: Credit Suisse shares 6 stocks they're labeling as "top picks" as their exposure to AI development opens them up to new revenue streams
  + stars: | 2023-03-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Badri's price 12-month price target for shares of Microsoft is $285. The analysts said that growing AI use cases will help Taiwan Semiconductor Manufacturing Company and their high performance computing business, which has already doubled since 2016. Credit Suisse's 12-month price target for the stock is $330, which is upside of 16%. Chou has a price target of NT$1,100 for the stock, meaning 13.5% upside. Both Taiwan Semiconductor Manufacturing Company and Baidu are traded on US exchanges, while Accton and Wiwynn are traded in Taiwan.
☆ TSMC's increased investments in the U.S. keeps the firm 'in the game,' says Credit Suisse
  + stars: | 2022-12-07 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTSMC's increased investments in the U.S. keeps the firm 'in the game,' says Credit SuisseRandy Abrams of the investment bank says 65% to 70% of TSMC's revenue comes from its "large U.S. customers."
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