Semiconductor Companies

This billionaire dumped cloud stocks for these new AI stocks. Should investors do the same?

amefika2 weeks ago05 mins

Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The tech investor significantly reduced his fund’s holdings in the big three cloud providers Amazon, Alphabetand microsoftwhile completely abandoning his position in Oracle. Meanwhile, it was buying a couple of semiconductor infrastructure enablers. Increased participation in Taiwan Semiconductor Manufacturing Co. (NYSE: TSM)which…

The Smart Money Is Broadcasting a Subtle Warning About AMD Stock Options

amefika3 months ago05 mins

Advanced Micro Devices (AMD) may be among the top semiconductor companies in the AI era, and AMD stock has doubled in value over the past 52 weeks. However, the stock has had an unusually poor start to the year, losing about 7%. Adding to some skepticism, the Barchart Technical Sentiment Indicator rates AMD a 24%…

Wells Fargo Says You Should Buy Falling Broadcom Stock

amefika5 months ago04 mins

Shares of chipmaker Broadcom (AVGO) fell 4.2% on Jan. 14 as investors digested a series of headwinds. Reports of a Chinese directive against US software, a multibillion-dollar debt offering and major domestic stock sales converged, briefly denting sentiment and compressing near-term sentiment. Wells Fargo analysts see the pullback as an opening rather than a warning….

This critical AI stock is now building factories in the US

amefika7 months ago01 mins

This Critical AI Stock Now Building Factories in the US Source link