Thursday, November 21, 2024
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Integrated Circuits

Opinion: U.S.-China tensions over Taiwan threaten to derail Nvidia and other tech giants

The concentration of advanced semiconductor manufacturing in Taiwan has raised fears in the United States about the vulnerability of this supply chain should...

Opinion: This ‘Roaring 2020s’ market will keep stocks up and bring inflation down

Since the start of the 2020s, we’ve been comparing the current decade mostly to the 1920s and the 1970s. However, the S&P 500’s...

Opinion: Super Micro’s stock price may already fully reflect the AI boom — but still has legs

Shares of Super Micro Computer Inc., the once little-known server maker that has rocketed higher over the past year, may already fully reflect...

Should stock-market investors stop worrying about the Fed and just keep loving AI?

It might seem at times that investors care more about Jensen Huang than Federal Reserve Chair Jerome Powell.Huang is the longtime CEO of...

Opinion: Nvidia earnings keep the stock market’s bears in hibernation

The stock market, as measured by the S&P 500 index SPX, ...

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