NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight This Week. On October 17, Jefferies reiterated the stock as “Buy.” Following a global conference of semiconductor companies and others, Jefferies says everyone is rushing to catch up to Nvidia’s ecosystem. “One of the clear takeaways from the conference is that the entire ecosystem…
The Trump administration is developing a policy requiring semiconductor companies to match their domestic chip production with the volume their customers import from overseas, or face tariffs of up to 100%, according to a Wall Street Journal report..Under the proposed rule, chipmakers would need to maintain a 1:1 ratio between US-made semiconductors and imported chips…
PARIS, FRANCE – JUNE 11: Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. VivaTech, Europe’s largest tech trade show, offers a unique digital format for four days of…
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4.2% in the morning session after stocks in the semiconductor sector pulled back, driven by underwhelming news from key industry peers. The decline appears linked to investor reaction to AI-chip leader Nvidia’s recent earnings report, which, despite a positive forecast, failed to exceed Wall Street’s…
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.1% in the afternoon session after the major indices continued to pull back, with technology stocks accounting for most of the market’s largest decliners. A key reason for this trend is that much of the recent market gains were concentrated in the “AI trade,” which…
Shares of digital financial services company SoFi Technologies (NASDAQ:SOFI) fell 5.3% in the afternoon session after investors took some profits off the table as markets awaited signals on future monetary policy from the Federal Reserve’s Jackson Hole symposium later in the week. The downturn in the market was largely attributed to a significant sell-off in…
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 3.5% in the afternoon session after investors took some profits off the table as markets awaited signals on future monetary policy from the Federal Reserve’s Jackson Hole symposium later in the week. The downturn in the market was largely attributed to a significant sell-off in…
It will take China years to catch up with ASML Holding’s chipmaking technology, according to a senior executive at the Dutch firm. “Never say never,” chief financial officer Roger Dassen said in an interview at company’s headquarters in Veldhoven, the Netherlands, adding that ASML is far ahead of Chinese competition. “Our technology is very advanced…
Targeting China’s semiconductor and AI sectors, the Biden government announced increased export restrictions, strengthening measures to offset Beijing’s technology gains. The Department of Commerce has put new restrictions on sales of high-bandwidth memory and chipmaking equipment, therefore affecting American companies including Lam Research Corp. (NASDAQ:LRCX), Applied Materials Inc. (NASDAQ:AMAT), and KLA Corp. (NASDAQ:KLAC). These limitations…