Hosted on MSN3h
AMD: The AI Disruptor – Is It Time to Follow Big Tech's Lead?
Advanced Micro Devices (NASDAQ: AMD) is a semiconductor sector veteran, and the company is known for its relentless pursuit of high-performance and adaptive computing. AMD is captivating the market's attention with its aggressive push into the field of artificial intelligence (AI),
Opinion: This Artificial Intelligence (AI) Semiconductor Stock May Wind Up Being the Most Important Chip Company (Hint: It's Not Nvidia)
Nvidia has dominated the chip narrative for the last couple of years, but I think Micron Technology could wind up being a more important business in the long run.
 · 4dThe Associated Press on MSN
Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry
Nvidia to replace Intel on Dow Jones Industrial Average
 · 2dAxios on MSN
Why Nvidia is replacing rival chipmaker Intel in the Dow
Axios Visuals Nvidia is among the few companies worth $1 trillion or more. Now the AI chipmaker joins another exclusive club: one of 30 blue-chip stocks in the Dow Jones Industrial Average. Why it matters: This week Nvidia replaces Intel in the Dow,
Semiconductor Engineering9d
AI’s Power To Transform Semiconductor Design And Manufacturing
AI will be critical in making the new, smaller advanced fabs as productive as the established larger fabs.
This Artificial Intelligence (AI) Semiconductor Stock Could Lose Access to Valuable Intellectual Property. Here's Why It's a Buy Anyway.
Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, top-rated podcasts, and non-profit The Motley Fool Foundation.
stocknews7d
3 Semiconductor Stocks to Buy for the AI and 5G Boom
As AI and 5G networks expand rapidly, semiconductor companies are positioned to lead the next wave of technological innovation. Therefore, investors could consider adding shares of semiconductor stocks,
Taiwan Semiconductor: Steady Revenue Growth Fueled By AI
TSMC stands out in the AI revolution with robust financial health. Read more about why TSM stock is a compelling buy despite geopolitical risks.
The Best AI Investment: Nvidia, Microsoft, or Google?
In this analysis, I’ll leverage TipRanks’ Stock Comparison Tool to closely examine three leading AI investment opportunities. Although Nvidia (NVDA) has delivered an impressive five-year return of 2,524%,
Billionaire Cliff Asness Sold 92% of AQR's Stake in Taiwan Semiconductor and Is Piling Into This Scorching-Hot Ultra-High-Yield Dividend Stock
Asness's AQR Capital Management disposed of almost its entire stake in artificial intelligence (AI) titan Taiwan Semi in favor of an industry-leading company that was sporting a 9% yield.
AMD’s CIO On AI-Driven Transformation And The Future Of IT
AMD CIO Hasmukh Ranjan has the company on the path to take full advantage of advances in artificial intelligence.
csis.org21h
Did U.S. Semiconductor Export Controls Harm Innovation?
A study of 30 leading semiconductor firms finds that recent U.S. export controls aimed at China have not hindered innovation. Rather, impacted companies increased R&D and patent filings over-proportionally,
Taiwan Semiconductor Just Surged 10%. Here's Why It's Still a Buy Right Now.
Although this isn't set to launch until 2025 (with a ramp up in 2026), it lets investors know that a 10% one-day movement in TSMC stock isn't a reason to avoid buying the stock. New products are bringing massive tailwinds, and TSMC hasn't begun to scratch the surface of how AI-related chips will boost its business.