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Dan Loeb's - 1 Raymond James - 1 Brad Lin - 1 Lin - 1 Needham - 1 Vivek Arya - 1 CNBC's Michael Bloom - 1
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Nvidia - 1 Wall - 1 Devices - 1 AMD - 1 Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing - 1 Bank of America - 1 Systems - 1 Marvell Technology - 1

Search resuls for: "Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing"


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☆ These are the next stocks to get an A.I. boost like Nvidia, according to Wall Street
  + stars: | 2023-05-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
But while the chipmaker remains the undisputed leader in the AI arms race, it's far from the only company benefiting from the frenzy overtaking Wall Street. NVDA 1D mountain Nvidia shares pop While Nvidia's results seem to reiterate its clear chip dominance, other names are gaining buzz on Wall Street and could see big gains as AI booms. Advanced Micro Devices Similar to Nvidia, Wall Street forecasts opportunities for Advanced Micro Devices in the near future. Needham also believes Taiwan Semiconductor's capabilities offer a "shortcut" for companies big and small looking to get into the competitive AI chip market. Its new delivery systems to help reduce power delivery network losses should also benefit shares in the long run.
Persons: Dan Loeb's, Raymond James, Brad Lin, Lin, Needham, Vivek Arya, CNBC's Michael Bloom Organizations: Nvidia, Wall, Devices, AMD, Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing, Bank of America, Systems, Marvell Technology, Broadcom, Apple Locations: Taiwan
☆ Morgan Stanley says these stocks will benefit from an A.I. boom
  + stars: | 2023-02-15 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
The current buzz surrounding artificial intelligence is here to stay, creating plenty of trading opportunities as the technology grows, according to Morgan Stanley analyst Shawn Kim. However, the hype around generative AI may be justified and the technology feels genuinely exciting," Kim said in a note on Tuesday. Morgan Stanley anticipates that increased demand for computer power needed for AI training will lead to rapidly growing markets for graphics and central processing units. In the generative AI world, "the raw material is data; the user of that material is hyperscale data centers; the enabling workhorse is semiconductors," wrote Kim. GDS "has more balanced exposure to all internet companies," Kim said, adding that its "valuation is more reasonable."
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