#chip-stocks
#chip-stocks

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5 AI Chip Stocks Most Exposed to Trump's New 25% Tariff

A 25% U.S. tariff on Taiwan-made AI chips threatens chipmakers based on manufacturing location, supply-chain concentration, and revenue exposure, with TSMC most vulnerable.

Tech industry

from24/7 Wall St.

1 week ago

Live Nasdaq Composite: Markets Attempt Gains on Chip Stock Strength

Major U.S. stock indexes rose as chip stocks rallied after Taiwan Semiconductor's strong earnings, supported by lower-than-expected jobless claims and mixed bank results.

fromFast Company

1 month ago

AI chip and tech stocks are falling again after gloomy Oracle earnings reignite bubble fears. Here's the latest

As of the time of this writing, ORCL shares are down over 12% as investors unpack its results: On the surface, the numbers look good. Non-GAAP earnings per share (EPS) were up 54% and total revenue was up 14%. However, as noted by CNBC, while Oracle's non-GAAP EPS beat LSEG analyst expectations of $1.64, analysts were expecting higher total revenue figures: $16.21 billion versus the $16.1 billion Oracle delivered.

Artificial intelligence

fromLondon Business News | Londonlovesbusiness.com

2 months ago

Bank of England may cut rates tomorrow - London Business News | Londonlovesbusiness.com

Chip names bore the brunt of the selling, with Micron -7%, Nvidia -4%, Intel -6% and Broadcom -3%. AMD fell 3.7% and extended its decline by another 5% despite beating estimates on revenues and earnings and raising its Q4 sales guide. Momentum tech suffered enormously with quantum stocks - adjacent to AI and bid up on speculative momentum - down about 10% yesterday. Palantir tumbled 8% and was down a further 3% in after-hours trading.