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#government-intervention
Business
from24/7 Wall St.
2 days ago

Tech Investors Are Choosing SOXX Over SPX - Here's Why

SOXX concentrates on 35 semiconductor stocks, charging higher fees and yielding less, yet has delivered stronger long-term share-price performance than broad S&P 500 ETFs.
#ai-chips
Artificial intelligence
from24/7 Wall St.
3 days ago

2 AI Stocks That Have Smashed Nvidia, AMD, and TSM This Year

Diversify AI investments beyond GPU giants; PLTR shows a recent correction despite big 2025 gains, while MU appears severely undervalued with strong AI tailwinds.
Business
from24/7 Wall St.
3 days ago

Live: Will Credo Soar After Earnings Tonight?

Credo forecasts explosive growth with Q1 EPS of $0.36 (+801% YoY) and revenue expected to triple to $190.6M driven by AI infrastructure demand.
Artificial intelligence
from24/7 Wall St.
3 days ago

The Best Home Run Growth Stocks To Buy Today

Invest in home-run growth companies that dominate niches, leverage cutting-edge technology, and capitalize on megatrends like AI for transformative long-term returns.
#chip-tariffs
Apple
from24/7 Wall St.
5 days ago

Why Apple's Big AI Bet Could Supercharge This 1 Stock

Apple is integrating advanced AI across its products, leveraging hardware-software synergy to lead industry innovation and boost growth for supply-chain partners.
#tsmc
fromLondon Business News | Londonlovesbusiness.com
6 days ago

UK defence stocks get a boost - London Business News | Londonlovesbusiness.com

Perhaps as a foretaste of seasonal volatility stocks fell Friday as US tech - specifically chipmakers - wobbled, with the Nasdaq down more than 1% for the session. Nvidia was down more than 3% to extend its weakness in the wake of earnings. This seemed to weigh on Asian equities on Monday, but Hong Kong rallied 2% on a huge surge in Alibaba shares, which jumped 15% on its AI revenue growth.
Business
#us-export-controls
from24/7 Wall St.
1 week ago

3 Stocks That Beat Bitcoin in 2025

It's been a banner year, so far, for cryptocurrency enthusiasts worldwide. Bitcoin ( CRYPTO:BTC), the world's most popular cryptocurrency, touched an all-time high of $124,457.12 in mid-August before pulling back to around $110,000 in the month's final trading days. With that, Bitcoin was up by 20% (give or take a few percentage points) at the end of August. That's an impressive year-to-date performance, and some commentators are bracing for even higher Bitcoin prices.
Cryptocurrency
#intel
US politics
fromFuturism
1 week ago

Trump Embraces Socialism, Nationalizes Failing Chipmaker

The US government will buy a 10 percent stake in struggling Intel, a controversial, broadly criticized intervention as Intel has lost ground to Nvidia.
US politics
fromwww.mediaite.com
2 weeks ago

Terrible Idea': Conservatives Rage Over Trump's Socialist' Intel Purchase

The federal government purchased a 10% stake in Intel, valued at about $11 billion, prompting strong conservative criticism over government ownership of private companies.
Business
from24/7 Wall St.
1 week ago

Live: Marvell Technology (MRVL) Reports Earnings Today - Will It Issue a Big Beat?

Marvell targets ~$2.01B Q2 revenue and $0.67 EPS, driven by AI custom silicon, HBM integration, and co‑packaged optics amid volatile stock reactions.
US politics
fromThe Washington Post
1 week ago

How Trump's stake in Intel mirrors state ownership in Europe, Taiwan

Government equity stakes in major companies are common globally; a 10% U.S. stake in Intel breaks U.S. precedent but mirrors international practices.
Business
from24/7 Wall St.
1 week ago

SPX Exposure Is Fine - But Pairing It With SOXX Could Supercharge Growth

Allocating to the semiconductor ETF SOXX alongside an S&P 500 position can amplify portfolio returns due to AI-driven chip demand and government support.
Business
fromTechzine Global
1 week ago

Nvidia and Snowflake figures good, HP stable, CrowdStrike poor

Major US tech companies reported mixed quarterly results: Nvidia and Snowflake outperformed and raised forecasts, HP posted steady growth, and CrowdStrike faced operational challenges.
#nvidia
fromwww.mercurynews.com
3 weeks ago
E-Commerce

Nvidia's Trump tax of little worry to investors eyeing AI riches

Nvidia's profitability and revenue growth mitigate the impact of a 15% sales tax imposed on semiconductors sold to China.
fromwww.bbc.com
3 weeks ago
US politics

Chip giants Nvidia and AMD to pay 15% of China revenue to US

Nvidia and AMD will pay 15% of semiconductor sales in China to the US government for export licenses.
US politics
fromwww.aljazeera.com
1 week ago

Trump threatens new China tariffs over magnets

US threatens steep tariffs on Chinese magnets while China controls about 90 percent of global magnet supply crucial for semiconductors and electronics.
US politics
fromComputerworld
1 week ago

As US takes 10% stake in Intel, new questions arise for enterprise buyers

The US government acquired roughly a 9.9% equity stake in Intel using CHIPS Act and related funds, reshaping global IT procurement dynamics.
Miscellaneous
fromIrish Independent
2 weeks ago

Simon Harris welcomes clarity on EU-US trade deal and pharma tariffs set at 15pc

EU–US trade agreement sets a 15% maximum tariff on generic pharmaceuticals and chemical precursors, with zero-for-zero aircraft carve-outs protecting Irish exporters.
UK news
fromTheregister
2 weeks ago

Chinese funding backs sale of British microLED specialist

Haylo Labs acquired Plessey Semiconductors using a $100 million five-year loan from Chinese firm Goertek, with UK government national security approval.
fromwww.mercurynews.com
2 weeks ago

US seeks Intel stake without governance rights, Lutnick says

Commerce Secretary Howard Lutnick confirmed that the US government is in discussions to take an equity stake in Intel Corp., transforming grants from the Chips and Science Act into stock. This does not grant the federal government governance or voting rights, but could position it as Intel's largest shareholder. He criticized the previous administration's approach for providing subsidies without accountability, emphasizing the change to securing taxpayer interests through equity stakes instead.
US politics
#ai
#softbank
Tech industry
fromTheregister
2 weeks ago

India laments missing out on global chipmaking dominance

India is becoming a global chipmaking contender with six semiconductor facilities under construction and more on the way.
Tech industry
fromenglish.elpais.com
3 weeks ago

Engineers wanted: Mexico looks to join the global semiconductor race

Mexico's semiconductor strategy focuses on leveraging local human talent rather than just silicon, emphasizing education and investment partnerships.
US politics
fromFortune
3 weeks ago

Nvidia and AMD's 'special treatment' from Trump shakes up an already tangled global chip supply chain

Trump allows Nvidia and AMD to export AI processors to China, impacting global semiconductor dynamics.
fromwww.mercurynews.com
3 weeks ago

Silicon Valley chip-gear maker sued in China over alleged trade secret theft

Beijing E-Town Semiconductor Technology Co. filed a lawsuit against Applied Materials, claiming trade secret theft related to plasma source technologies used in wafer surface treatment.
Intellectual property law
US politics
fromFortune Asia
3 weeks ago

U.S.-China chip war: How Trump's Nvidia-AMD deal has redefined Washington's export control policy

Trump's decision to allow AI chip sales to China with a revenue cut shifts the export control strategy into a bargaining tool.
fromTechzine Global
3 weeks ago

US authorities trace AI servers with hidden trackers

US authorities have secretly placed location tracking devices in specific shipments of advanced AI chips to enforce export restrictions on semiconductors to China.
Privacy professionals
US politics
fromFortune
3 weeks ago

Bessent says unusual Nvidia, AMD revenue-sharing deal could be a 'model' for other industries

Nvidia and AMD will share 15% of their chip sales in China with the U.S. government as part of a new export revenue-sharing deal.
fromLondon Business News | Londonlovesbusiness.com
3 weeks ago

Nvidia and AMD have agreed to remit 15% of their AI chip sales revenue in China directly to the US government - London Business News | Londonlovesbusiness.com

This arrangement comes less than two months after Washington eased certain export restrictions on semiconductors to the Chinese market. The deal covers Nvidia's H20 and AMD's MI308 chips, both now prerequisites for securing export licenses, allowing the companies to access a market that remains lucrative despite the new 15% US curb.
US politics
fromwww.theguardian.com
3 weeks ago

Nvidia and AMD reportedly agree to pay 15% of China chip sale revenues to US

Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China as a prerequisite for export licenses.
US politics
#tariffs
Apple
from24/7 Wall St.
1 month ago

3 Big Winners From Trump's Shock 100% Semiconductor Tariffs

Trump announced a 100% tariff on imported semiconductors to bolster U.S. manufacturing.
US politics
from24/7 Wall St.
1 month ago

Stock Market Live August 7: Shrugging Off Tariffs News, S&P 500 (VOO) Rises Again

President Trump announced a 50% tariff on Indian imports and 100% on imported semiconductors with exemptions for U.S. factory builders.
Tech industry
fromFortune
1 month ago

Trump accuses Intel CEO of being 'highly conflicted,' demands resignation as Tom Cotton highlights reporting into China ties

Donald Trump called for the resignation of Intel's CEO Lip-Bu Tan due to concerns over his ties to China.
from24/7 Wall St.
1 month ago

Broadcom (AVGO) Could Be a $400 Stock, Says Seasoned Pro

Broadcom has gained 122% in the past year, which illustrates its strong performance in the semiconductor industry. It has shown potential to rival major tech companies.
Tech industry
from24/7 Wall St.
1 month ago

Nasdaq Composite Live: This is Why the Index Still Exploding Higher

"We're going to be putting a very large tariff on chips and semiconductors," Trump said, as quoted by CNBC. "But the good news for companies like Apple is if you're building in the United States or have committed to build, without question, committed to build in the United States, there will be no charge."
US news
fromTechzine Global
1 month ago

Trump wants 100 percent import tariffs on semiconductors

President Trump announced a 100 percent import tariff on chips but companies manufacturing in the US can qualify for exemptions. Companies not fulfilling production promises will face full tariffs retroactively.
US politics
fromwww.aljazeera.com
1 month ago

Trump announces 100 percent tariff on semiconductor imports

President Donald Trump announced a 100 percent tariff on foreign-made semiconductors, stating that companies investing in US facilities would be exempt from this tariff.
US politics
fromThe Atlantic
1 month ago

Trump Is Sabotaging His Own AI Plan

President Donald Trump recently announced a plan to achieve AI dominance for the United States, emphasizing domestic infrastructure growth and export controls on advanced semiconductor chips.
US politics
#amd
fromBusiness Insider
1 month ago

Samsung rolls out 5day RTO tracking tool to curb 'coffee badging' for some US semiconductor staff

Samsung has implemented a mandatory five-day return-to-office (RTO) policy for some US semiconductor division employees, enhancing in-office presence and collaboration.
Business
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