Before his portfolio management days, Denny Fish worked as a sales manager at Oracle. He saw the incredible demand for its software products as the dot-com boom flourished, an experience that would later inform his mindset as an investor: What was the next revolutionary idea he could get ahead of? “I watched the internet boom,…
Aug 31, 2025 Markets face a critical four-day trading week following Friday’s volatility in technology stocks, which saw AI-related shares retreat despite the S&P 500 ($SPX) reaching new highs earlier in the week. According to a Yahoo Finance report, the selloff was triggered by concerns over China’s semiconductor ambitions, particularly reports that Alibaba is developing…
U.S. equity markets were mixed by Thursday afternoon as losses in heavyweight tech and healthcare stocks kept pressure on major indexes during the shortened holiday week. The Dow Jones Industrial Average dropped 462 points, or about 1.2%, weighed down by a sharp 23% slide in UnitedHealth (NYSE:UNH) after the insurer posted weaker-than-expected earnings. The Nasdaq…
STORY: President Donald Trump’s administration granted exclusions from steep reciprocal tariffs on smartphones, computers and some other electronics imported largely from China, providing a big break to tech companies that rely on imported products. In a notice to shippers late on Friday, U.S. Customs and Border Protection published a list of tariff codes excluded from…
The rumor mill is spinning overtime on struggling Intel (INTC) as the tech icon looks at ways to create shareholder value. Chip rivals Taiwan Semiconductor (TSM) and Broadcom (AVGO) are each eyeing deals with Intel that could break up the company, the Wall Street Journal reported over the weekend. Broadcom is reportedly looking to gain…
Nvidia stock rose on Monday amid mixed news from Taiwan Semiconductor. Nvidia will report its fourth quarter results on Feb. 26. The earnings report brings some risks with it. Add that to the fact that this is the first earnings season since 2022 that the Magnificent Seven companies have not reported a sales surprise. Source…
WASHINGTON (Reuters) -The Biden administration added more than a dozen Chinese entities to its restricted trade list on Wednesday, including a company whose TSMC-made chip was illegally incorporated into a Huawei artificial intelligence processor. Sophgo and other entities linked to it were among 14 China-based companies and two Singapore-based companies added to the U.S. Commerce…
Stocks ended the session little changed on Friday despite Broadcom’s (AVGO) jump to all-time highs driven by the chipmaker’s bullish AI-fueled sales forecast. The S&P 500 (^GSPC) closed flat while the tech-heavy Nasdaq Composite (^IXIC) gained 0.1%. The Dow Jones Industrial Average (^DJI) slipped 0.1% The S&P 500 and Dow posted weekly losses, with the…
We recently published a list of 15 Trending AI Stocks on Latest News and Analyst Ratings. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other trending AI stocks on latest news and analyst ratings. OpenAI, the AI startup of ChatGPT fame, recently urged…
HONG KONG (Reuters) – China’s Taiwan Affairs Office said on Wednesday that a U.S. order to Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to some Chinese customers – as reported by Reuters – proved that the United States was “playing the Taiwan card” to raise tensions in the Taiwan Straits. Zhu Fenglian,…