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NVIDIA Corp (NVDA US)
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Analysis
Information Technology
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United States
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company's products provide interactive 3D graphics to the mainstream personal computer market.
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bearish
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Intel Corp
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28 Jan 2023 03:50
Intel 4Q22: How Many Kitchen Sinks?
Intel's massive guide down for 1Q23 is just the latest kitchen sink for the perpetually overoptimistic Pat Gelsinger, who is going to need to come...
Aaron Gabin
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597 Views
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bearish
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Thematic (Sector/Industry)
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22 Jan 2023 09:17
Is The Semiconductor Collapse Slowing?
One week before most chip companies report revenues, the semiconductor market seems to be slowing its decline. Although the market hasn't yet hit...
Jim Handy
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589 Views
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bearish
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Tesla
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13 Jan 2023 08:39
•
Syndicated
What Is Tesla's Outlook After It Drops Out Of Top 10 Largest U.S. Public Companies?
Tesla's disastrous performance has resulted in the company no longer being among the Top 10 largest U.S. public companies.
Vladimir Dimitrov, CFA
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585 Views
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bullish
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TSMC (Taiwan Semiconductor Manufacturing) - ADR
•
12 Jan 2023 11:46
Taiwan Tech Weekly: Global Optimism for Semi Stocks, Taiwan's New Subsidies, TSMC CEO Buying Stock
TSMC results will be released this afternoon. Notably, TSMC's CEO has been buying shares over the last three months. Hon Hai begins iPhone 15 trial...
Vincent Fernando, CFA
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696 Views
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bullish
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TSMC (Taiwan Semiconductor Manufacturing) - ADR
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03 Jan 2023 22:01
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
Vincent Fernando, CFA
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552 Views
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