Nvidia stock was staging a modest comeback early Wednesday, as the chipmaker sought to recover from Tuesday's 4% decline amid mounting concerns over artificial intelligence valuations and renewed unce... ...

公司业绩与市场反应 - 公司股价在周三出现下跌走势 [1] - 公司最新的财报和业绩说明通过了华尔街的考验 [1] 投资者预期 - 投资者目前对公司未来的表现抱有期待 [1]

South Korea’s equity benchmark Kospi plunged as much as 6.2% on Wednesday, with memory makers Samsung Electronics Co. and SK Hynix Inc. among the biggest drags. In Japan, equipment firm Advantest Corp. dropped 10%, weighing on the Nikkei 225. Asia’s largest stock Taiwan Semiconductor Manufacturing Co. fell 3.3%. All are suppliers to Selling pressure trimmed roughly $500 billion in combined market capitalization from the Philadelphia Semiconductor Index on Tuesday and a Bloomberg gauge tracking Asia chip st ...

Nissan Motor will cut production of its top-selling Rogue SUV in Japan from next week due to a short supply of chips from Dutch firm Nexperia, according to a person familiar with the matter, the latest fallout from the diplomatic turmoil involving the chipmaker. ...

are down after our suspected company topping Wall Street estimates on both the top and the bottom lines. So, Chipmaker's conference call is underway. CNBC's Mackenzie Sagalas has got the latest.Mackenzie, >> hey Mel. So, that earnings beat is being powered by stronger than expected data center revenue. CEO Lisa Sue on the earnings call just now talking about momentum and that business accelerating.Part of why they guided to Q4 revenue that's above street estimates. And that's what investors have been waitin ...

Advanced Micro Devices (AMD) reported its Q3 earnings after the bell on Tuesday topped analysts' expectations on earnings and revenue and provided strong fourth quarter guidance. The company say it foresees revenue of between $9.3 billion and $9.9 billion. Wall Street was anticipating revenue of $9.21 billion. AMD stock rose in the immediate wake of the report, then reversed gains to fall as much as 4% in premarket trading on Wednesday. "We delivered an outstanding quarter, with record revenue and profi ...

Silicon Laboratories (SLAB) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.67%. A quarter ago, it was expected that this chipmaker would post earnings of $0.09 per share when it actually produced earnings of $0.11, delivering a surprise of +22.22%.Over the last four quarters, the com ...

Nvidia is set to benefit from the continued wave of AI spending but another chip company looks to have more upside right now, according to Jefferies. ...

We should keep in mind that seemingly massive technological and scientific breakthroughs often come back down to earth once drawbacks and challenges are properly accounted for. That certainly could be the case here, but researchers in China have published a studyMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn c ...

投资策略 - 识别并长期持有优质股票是明智的投资策略 这些公司应具备行业领导地位和韧性 并有超越市场的历史表现 [1] 推荐公司概览 - 推荐的三家公司为Alphabet、台积电和MercadoLibre 它们均是各自行业的领导者 有望带来长期收益 [2] Alphabet (GOOG/GOOGL) - 公司旗下拥有Google、YouTube和Android等知名品牌 其核心业务为谷歌搜索 [4] - 此前围绕谷歌搜索的不确定性已基本消除 反垄断案未导致公司拆分 OpenAI的AI浏览器表现平平且基于Alphabet的Chromium平台 谷歌搜索已无缝集成生成式AI [5][6] - 第三季度业绩表现强劲 营收同比增长16%至1020亿美元 稀释后每股收益增长33%至2.87美元 显示出在人工智能时代的韧性 [7] 台积电 (TSM) - 公司是全球领先的芯片代工厂 为几乎所有AI计算设备生产芯片 以其尖端技术和高良率为合作伙伴的首选 并作为中立方为各竞争对手供应芯片 [10]