Just five sell-side analysts rate Apple Inc.'s stock at the equivalent of sell, counting Jefferies' Edison Lee, who turned bearish late Monday. Lee has three reasons for his pessimism, as he thinks ...

In terms of architecture, the examples in McLaughlin‘s post look good – a warm set of living spaces, with hot colors offering ...

Donald Trump has been vocal against the Chips and Science Act. TSMC chief of finance still expects US funding to continue in ...

Taiwan Semiconductor Manufacturing Company ($TSM), or TSMC for short, wrapped up 2024 on a high note, posting record-breaking ...

View the Nvidia roadmap for 2025–2027, including the new GPUs like Blackwell Ultra B300, RTX 5090, Rubin, and Rubin Ultra. Explore new chips’ capabilities.

TSMC's strong FY24 performance driven by AI chip demand and 3nm chip production, with continued growth projected despite ...

We came across a bullish thesis on KLA Corporation (KLAC) on Substack by Quality Equities. In this article, we will summarize ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

Nvidia CEO Jensen Huang Huang said he will be celebrating Lunar New Year with employees.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling ...

Qualcomm announced the Snapdragon 7 Plus Gen 3 processor back in March 2024. It’s built on the advanced TSMC 4nm process and ...