The rise of artificial intelligence (AI) has focused investor attention on chip designers like Nvidia Corporation (NVDA). But billionaire hedge fund manager Philippe Laffont is making a huge bet on a different part of the semiconductor ecosystem: the company that supplies the critical machines needed to make the world’s most advanced chips. In the first…
microsoft CEO Satya Nadella said last year that up to 30% of Microsoft’s code was written using artificial intelligence (AI). I can only imagine that number is higher now. Humans are definitely still needed to maintain quality, a fact demonstrated when Microsoft appointed Charlie Bell, former head of the company’s security business, to now focus…
The Taiwan semiconductor (TSM) reached new historical maximums in Thursday morning trade. TSM has a 100% “purchase” opinion of Barchart, quotes above the key mobile averages and has won 27% in the last month. The fundamentals remain solid, with projected income and growth of gains and generalized support of analysts. While TSM faces geopolitical risks,…
