Key Takeaways Global semiconductor sales rose 19.8% year over year in May, marking 11 months of strong double-digit growth. Demand for data center chips and memory products is driving revenues, up 19.1% from last year. TSM, AEIS and RFIL show strong earnings growth and rising estimates amid sustained AI-fueled demand.The semiconductor industry is making a remarkable comeback, fueled by the optimism surrounding artificial intelligence (AI), especially generative AI, which has significantly boosted demand f ...

Advanced Micro Devices (AMD 0.05%), better known simply as AMD, is often overlooked by investors, as it has a distant second-place market share to leading chipmaker Nvidia (NVDA 1.74%) in the AI-fueled data center accelerator market.There are several reasons why AMD stock should be on your radar right now. CEO Lisa Su has established a long track record of outperforming expectations. The company's recent data center chips are gaining impressive traction. And AMD has been steadily taking PC market share from ...

股息收入投资 - 股息收入在退休阶段可提供重要现金流 同时也可为未退休投资者提供再投资资金 [1] - 以Nvidia为例 其季度股息仅为每股0 01美元 年化股息0 04美元/股 属于低股息标的 [3] - 若想通过Nvidia获得500美元年股息收入 需持有12 500股 按当前142美元/股计算需投入178万美元 资金效率较低 [4] Nvidia公司基本面 - 近五年股价年均涨幅达75% 十五年年均涨幅51% 呈现高速增长特征 [1] - 业务结构从游戏芯片制造商转型为数据中心芯片巨头 产品广泛应用于AI运算和加密货币挖矿领域 [5] - 存在通过并购实现外延增长的潜在路径 [5] 估值水平分析 - 当前前瞻市盈率34倍 低于五年均值40倍 估值处于相对合理区间 [6] - 市销率24倍 与五年均值接近 但绝对值处于较高水平 [6]

These companies have performed at a high level and still trade at compelling prices.After a rocky couple of months in the stock market due to uncertainty regarding U.S. trade policy, it seems the storm clouds, for now, are beginning to part. Meanwhile, some of the leading technology companies continue to demonstrate stellar business performance.It's never a bad idea to invest slowly and steadily in quality stocks that go out and earn your capital.Here are some of the top technology stocks that you should co ...

Nvidia (NVDA -0.52%) added an eye-popping $2.8 trillion to its market capitalization since the start of 2023, thanks to soaring demand for its data center chips that are the best in the world for developing artificial intelligence (AI). The company also invested in a portfolio of other AI stocks, and SoundHound AI (SOUN -6.55%) was one of them.SoundHound is a specialist in conversational AI, and it has an impressive list of customers that includes some of the biggest brands in the world from industries like ...

Advanced Micro Devices (AMD) is set to release its first-quarter 2025 results on May 6.AMD expects first-quarter 2025 revenues of $7.1 billion (+/-$300 million). At the mid-point, this represents year-over-year growth of approximately 30% and a sequential decline of approximately 7%.The Zacks Consensus Estimate for AMD’s first-quarter revenues is pegged at $7.12 billion, suggesting year-over-year growth of 30.11%. The consensus mark for first-quarter earnings is pegged at 93 cents per share, unchanged over ...

Nvidia (NVDA 0.12%) has added an eye-popping $2.3 trillion to its market capitalization since the beginning of 2023, thanks to soaring demand for its data center chips that are the best in the industry for powering and training artificial intelligence (AI).Nvidia has put some of its incredible wealth to work by investing in a small portfolio of other AI stocks. SoundHound AI (SOUN -2.82%) was one of them, but the chip giant sold its entire stake during 2024's fourth quarter, according to its latest quarterl ...