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2025-03-252025-03-251111100
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2025-03-252025-03-251111100
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goldman sachs downgrades super micro computer amid ai market challenges

Goldman Sachs has downgraded Super Micro Computer (SMCI) to "sell," citing risks in the AI server market, increased competition, and low profit margins, with a new price target of $32. Meanwhile, AI startup Fyxer raised $10 million, and major tech firms like Tesla and AMD saw significant stock gains. Apple faces a 21% drop in iPhone shipments in China, while Microsoft and Salesforce are noted for their resilience amid potential software spending slowdowns.
@gurufocus
United States Dollar XIAOMI-W Amazon.com, Inc. Salesforce, Inc. Tesla, Inc. Berkshire Hathaway Inc. Apple Inc. Meta Platforms, Inc. Tesmec S.p.A. Microsoft Corp Google Inc. NVIDIA Corporation AMD/BRX Eli Lilly and Co Super Micro Computer, Inc. Micron Technology, Inc. USA Marc Benioff Marcelo Claure Michael Ng Show more
Business & Industry, Market Report
14:51 25.03.2025

Chinese tech firm Manycore expands globally amid US tensions and financial losses

Manycore Tech Inc., a Chinese AI startup specializing in spatial design software, is expanding its global presence despite ongoing US-China tensions. With teams in over 10 countries and serving enterprise customers in 200 markets, the company reported 86.3 million monthly active visitors in 2024.Recognized as one of Hangzhou’s “Six Little Dragons,” Manycore filed for a Hong Kong IPO after abandoning US listing plans due to regulatory challenges. While focusing on affordability to grow its user base, the company reported a loss of 422.1 million yuan (US$58.3 million) in the first nine months of 2024.
Tech in Asia
United States Dollar Chinese Yuan Indonesian Rupiah Hong Kong Dollar NVIDIA Corporation AMD/BRX HKG KOR USA IDN CHN Show more
Business & Industry, Market Report
06:50 20.03.2025

Samsung faces challenges as TSMC considers Intel foundry partnership

Samsung Electronics faces mounting challenges in the foundry market as TSMC considers a joint venture with Nvidia, AMD, and Broadcom to manage Intel’s semiconductor facilities. This partnership could intensify competition, further eroding Samsung's market share, which has fallen to 8.1% compared to TSMC's 67.1%. With an operating loss exceeding 2 trillion won in its foundry division, Samsung struggles to attract clients, particularly as demand for AI chips rises.
Tech in Asia
United States Dollar AMD/BRX Samsung Electronics Co., Ltd. Qualcomm Inc Tesmec S.p.A. NVIDIA Corporation Broadcom Inc. USA TWN KOR Show more
Business & Industry, Market Report
03:45 14.03.2025

TSMC proposes Intel foundry joint venture to Nvidia AMD and Broadcom

TSMC has proposed a joint venture with Intel's foundry services to major tech companies, including Nvidia, AMD, and Broadcom. This move aims to strengthen partnerships and enhance semiconductor manufacturing capabilities in the competitive landscape.
StartupNews.fyi
AMD/BRX NVIDIA Corporation Broadcom Inc. TWN Show more
Business & Industry, Market Report
18:49 12.03.2025

Elon Musk's xAI to unveil Grok 3 chatbot as smartest AI on Earth

Elon Musk's xAI is set to launch its Grok 3 chatbot, touted as the "smartest AI on Earth," on Monday at 8:00 pm Pacific time. Trained on synthetic data, Grok 3 can analyze its errors for logical consistency, aiming to compete in a crowded AI market dominated by products like OpenAI's ChatGPT. Despite concerns about AI risks, Musk is aggressively pursuing investment in the sector, with xAI recently raising $6 billion, positioning it as one of the world's most valuable startups.
ndtv.com
United States Dollar Qatari Riyal Armenian Dram NVIDIA Corporation AMD/BRX OpenAI ERC USD Tesla, Inc. SpaceXCoin USD CHN QAT USA SAU Donald Trump Elon Musk Show more
Technology & Innovation, News Article
05:44 17.02.2025

tariffs impact on financial markets winners and losers in trade policy

Duties are customs fees imposed on imported goods, aimed at protecting domestic industries, increasing government revenue, and addressing trade imbalances. Tariffs can lead to stock market volatility, currency fluctuations, and commodity price changes, with significant impacts on sectors like automotive and technology. The recent tariffs have strengthened the dollar and gold, while adversely affecting companies such as General Motors, Ford, and major tech firms like Apple and Nvidia.
IG
Mexican Peso Canadian Dollar Chinese Yuan United States Dollar NVIDIA Corporation AMD/BRX Volkswagen AG Qualcomm Inc Apple Inc. Ford Motor Company Stellantis N.V. GENERAL MOTORS CHN USA MEX CAN Joe Biden Donald Trump Show more
Finance & Economy, Market Report
15:33 14.02.2025

early tariffs impact markets winners and losers in various sectors

The recent U.S. tariffs on Canada, Mexico, and China have created significant market volatility, with automakers like General Motors and Ford facing losses due to increased costs on vehicles produced in Mexico. Conversely, stocks linked to precious metals, such as Newmont Corporation and Barrick Gold, may benefit amid rising gold prices. The tech sector, including giants like Apple and Nvidia, is also bracing for potential impacts from tariffs on Chinese imports.
IG
United States Dollar Mexican Peso Canadian Dollar AMD/BRX Wheaton Precious Metals Corp. Qualcomm Inc Apple Inc. Agnico Eagle Mines Ltd Constellation Brands, Inc. VOLKSWAGEN NVIDIA Corporation Barrick Gold Corp Ford Motor Company Newmont Corporation Royal Gold, Inc. Stellantis N.V. GENERAL MOTORS Diageo plc CHN USA MEX CAN Claudia Sheinbaum Justin Trudeau Donald Trump Show more
Finance & Economy, Market Report
16:18 06.02.2025

us tech stocks face pressure as earnings reports and economic data emerge

US tech stocks faced pressure as Alphabet's shares dropped over 8% following disappointing cloud earnings, while AMD fell nearly 10% amid concerns over its AI processor competitiveness against Nvidia. In contrast, Broadcom rose 4% due to its ties with Alphabet. The dollar weakened amid geopolitical uncertainties and mixed economic data, while gold prices reached a record high.
Finanz und Wirtschaft
British Pound Sterling Swiss Franc Japanese Yen Euro United States Dollar Valiant Holding AG AMD/BRX ABB Ltd Kudelski SA Apple Inc. RICHEMONT, Intellectual Property Services NATURENERGIE N SGS SA Sika AG Amgen Inc. FMC Corp dormakaba Holding AG NVIDIA Corporation The Walt Disney Co Alphabet Inc. Broadcom Inc. Amazon.com, Inc. Nestlé S.A. Partners Group Holding AG Swiss Life Holding AG JPN IND KOR AUS HKG CHN CHE USA Donald Trump Show more
Finance & Economy, Market Report
05:52 06.02.2025

the rise of artificial intelligence and its investment potential in 2025

The Solactive Generative Artificial Intelligence Index has surged over 400% since its 2017 launch, reflecting the rapid growth in AI investments, particularly from major tech firms. With a dynamic composition and no maturity limit, the index adapts to market changes, positioning investors to capitalize on emerging opportunities in the AI sector. Nvidia leads the market, while competitors like AMD and Broadcom are also making significant strides, indicating a robust future for AI technologies.
cash.ch
AMD/BRX Amazon.com, Inc. Broadcom Inc. Apple Inc. Microsoft Corp Alphabet Inc. NVIDIA Corporation USA CHN CHE Show more
Technology & Innovation, Market Report
15:35 03.02.2025

trump returns to office as earnings season begins with strong netflix results

Donald Trump has returned to the White House, marking the start of his second term amid a bustling earnings season. Netflix led the charge with impressive fourth-quarter results, reporting a surge in subscribers and a net income of $1.87 billion, while major companies like Microsoft and Apple are set to release their figures next week. Despite some market volatility, U.S. indices remain near all-time highs as investors navigate the implications of Trump's pro-business agenda and potential trade policies.
Place à la seconde investiture de Trump, alors que la saison des résultats bat son plein. Le commentaire boursier de la BCVs
United States Dollar Logitech International S.A. AMD/BRX Novartis AG Netflix, Inc. Tesla, Inc. Apple Inc. Microsoft Corporation Lonza Group AG Hoffmann-La Roche AG Adobe Inc. USA MEX CHE CAN Donald Trump Martin Luther King Jr. Show more
Finance & Economy, Market Report
12:00 27.01.2025
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