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The Latest Breaking News from Matt Bryson

Chip Foundry TSMC Tops Estimates For September Sales

TSMC, which makes chips for Nvidia, AMD, Broadcom and Apple, finished the third quarter strong. But TSM stock dipped.

Investors Business Daily

Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report.

Benzinga

Why Nvidia's Data Center Dominance Is Untouchable

Nvidia’s (NASDAQ:NVDA) AI momentum is gaining fresh traction as surging global demand, a rebound in China sales, and accelerating data center investments position the chipmaker for another strong earnings season.

Benzinga

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Trump Wants To Make Intel Great Again. What That Means For TSMC.

President Donald Trump signaled that he wants to buck up Intel to better compete with TSMC for U.S. chipmaking business.

Investors Business Daily

Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures

Super Micro Computer (NASDAQ:SMCI) shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.

Benzinga

AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish

Advanced Micro Devices (NASDAQ:AMD) analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year.

Benzinga

Can Super Micro's AI Demand Outpace Profit Margin Fears?

Super Micro Computer (NASDAQ:SMCI) is navigating a complex market landscape as it prepares to report its fiscal fourth-quarter earnings with a significant long-term growth narrative in the AI server space tempered by immediate concerns about market visibility and sustained pressure on profit margins.

Benzinga

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Nvidia Stock Hits Record High On China AI Chip Orders

Nvidia stock rose on a report that the chipmaker has placed a large order of AI chips for China now that U.S. trade restrictions have been lifted.

Investors Business Daily

Wedbush Analyst Says TSMC Blowout Earnings Confirm AI Demand Is 'Really, Really Strong' — Bullish Signal For Nvidia And Big Tech

On Thursday, Wedbush Securities' Matt Bryson said Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) stellar second-quarter earnings leave little doubt that artificial intelligence (AI) demand remains red hot — a promising signal for Nvidia Corporation (NASDAQ:NVDA) and the broader tech sector.

Benzinga

Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'

Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings.

Benzinga

Stock Market Today: Stocks Chop as Judges Block Then Reinstate Tariffs

The Trump administration has asked for and received a stay in a case that seems headed for the Supreme Court.

Kiplinger

Huawei Jabs Nvidia with a New AI Chip. How Should You Play NVDA Stock Here?

Nvidia stock sinks following reports that Huawei has built a new, competing AI chip. But Wedbush remains bullish as ever on NVDA shares for 2025.

Barchart

Nvidia Stock Sinks On China's Growing AI Chip Ambitions

Nvidia stock fell on Monday amid media reports of China's growing ambitions in the artificial intelligence chip space.

Investors Business Daily

Nvidia Stock Falls After Trump Essentially Blocks China AI Chip Sales

The Trump administration has effectively barred Nvidia from selling its custom artificial intelligence processors to customers in China.

Investors Business Daily

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news in one place.

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Investors Business Daily

Nvidia Cleared To Sell H20 AI Chips To China As Trump Backs Off

The Trump administration has backed off plans to impose further restrictions on the chips Nvidia can sell to China.

Investors Business Daily

Intel Stock Rises On New CEO, But Rough Road Ahead

Wall Street responded positively to the appointment of Lip-Bu Tan as Intel's new chief executive officer. But Intel stock faces a rocky road ahead.

Kiplinger

Stock Market Today: Stocks Struggle After Trump's EU Tariff Threats

Stocks pared early gains after Trump threatened the European Union with 25% tariffs.

Kiplinger

SMCI Stock Soars as Delisting Fears Ease

SMCI stock is higher Wednesday after the tech company reported its delayed financial results. Here's what you need to know.

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news in one place.

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Barchart

Super Micro Stock Could Crash Following Q2 Earnings on February 11. Here’s Why.

Any setbacks when the company reports its fiscal Q2 results could trigger a steep selloff in shares.

Kiplinger

Stock Market Today: Nasdaq Leads Monday With Its 190-Point Gain

Market participants took a glass-half-full approach to Trump's latest tariff news.

Kiplinger

AMD Stock Falls Despite Earnings Beat: What to Know

Advanced Micro Devices beat expectations for its fourth quarter but AMD stock is still tumbling Wednesday. Here's why.

Barchart

Why Investors Should Still Be Careful With Super Micro Computer Stock

With volatility ruling Super Micro Computer's charts in recent months, here's why investors should tread carefully with this chip stock.

Investors Business Daily

Taiwan Semiconductor, IBD Stock Of The Day, Gets Broadcom Boost

Taiwan Semiconductor is the IBD Stock Of The Day as the world's leading chip foundry benefits from producing artificial intelligence chips for all the major players.

Investors Business Daily

Will Super Micro Stock Get Delisted? Dell Stock Gains Amid Uncertainty.

Analysts are weighing the chances that Super Micro Computer could be delisted from the Nasdaq exchange over its accounting issues.

Investors Business Daily

Data Storage Stocks Pure Storage And NetApp Fall Despite Posting Earnings Beats

Pure Storage stock tumbled following its earnings report while NetApp is fell as well in late trading Wednesday.

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