Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>CES portfolio rebalancing happening at the beginning of the year</li><li>Predictions for semiconductor and tech industry in 2025</li><li>Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhones</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CES portfolio rebalancing happening at the beginning of the yearPredictions for semiconductor and tech industry in 2025Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhonesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 99: Semis Outlook for 2025 - Bullishness Remains

<ul><li>Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competition</li><li>Analysis of the potential impact of custom ASICs on Nvidia's market dominance and revenue growth</li><li>Consideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competitionAnalysis of the potential impact of custom ASICs on Nvidia's market dominance and revenue growthConsideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 98: 2024 Semi Recap and Outlook Into 2025

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Equity Bottom-Up

<ul><li>ARM reported good numbers with steady guidance for the coming quarter.</li><li>Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.</li><li>Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ARM reported good numbers with steady guidance for the coming quarter.Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

<ul><li>AMD showing strong increases in CPU architecture and market share, particularly in AI accelerators</li><li>Launch of the Mi 325 X accelerator with improved specs and benchmarks against Nvidia's products</li><li>Critique of AMD's prioritization of data center over client solutions, but overall still competitive with Nvidia and gaining traction in the market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AMD showing strong increases in CPU architecture and market share, particularly in AI acceleratorsLaunch of the Mi 325 X accelerator with improved specs and benchmarks against Nvidia's productsCritique of AMD's prioritization of data center over client solutions, but overall still competitive with Nvidia and gaining traction in the marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

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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NVIDIA Corp (NVDA US)

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

The Circuit

Episode 98: 2024 Semi Recap and Outlook Into 2025

The discussion focused on the semiconductor industry, particularly Nvidia's performance, with questions raised about its future growth and...

The Circuit

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

In this episode of The Circuit podcast, various semiconductor companies including ARM, Qualcomm, Intel, and Nvidia are discussed, with a focus on...

The Circuit

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

AMD is making strides in CPU architecture and market share, with a focus on AI accelerators and data center solutions, showing competitiveness with...

The Circuit

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