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Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
These ARK Funds family funds are focused on new opportunities and investment themes.
There is no political will on either side of the aisle to address ever expanding deficits.
This coronavirus remains a China-centric problem? People are not yet dying in other countries. Do we have to worry here? That's the wrong question.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
During a talk with TheStreet following Micron's latest earnings report, CEO Sanjay Mehrotra expressed optimism that DRAM industry conditions will gradually improve over the course of 2020, following a rough 2019.
If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.
Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.
But despite earnings beat, guidance was a bit soft for the tech company.
XLNX's earnings miss is not because of poor product sales, sagging 5G demand, missing the market or even losing out to competition -- it's because of the politics around Huawei.
Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.
The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.
A trade deal still seems far away, so check your China exposure, again, as earnings season approaches.
But whether the Chinese will make concessions will remains to be seen. So far, they have not given an inch, and they have the most to lose.
Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.
XLNX is poised to clearly break its May lows, which should open the way to future declines, so defer purchases.
After Facebook posted a great report yet saw its shares decline in morning trading Thursday, investors may be nervous about how Amazon, Alphabet and others fare after releasing their results.
Semiconductor strength and Mario Draghi's dovishness could be catalysts that help build on momentum.
Watch closely as the government opens a broad antitrust investigation into unidentified leading online technology platforms
Much of the money that Microsoft is investing in startup OpenAI will likely go towards AI computing systems featuring Nvidia GPUs.
The chip manufacturing giant, whose clients include Apple, Nvidia, AMD and Qualcomm, just reported strong June sales and beat its Q2 revenue guidance.
The chip sector could get hit hard if a trade deal doesn't happen at the G20 summit.
Talks between Washington and Beijing unlikely to end tariffs, but what would be worse? If the Fed chief dropped his guard on a single tweet.
The Taiwanese chip manufacturing giant has a blue-chip client list and is intent on maintaining its manufacturing technology edge. And its valuation looks reasonable.
Is the temporary license granted for U.S. exports to Huawei part of the ongoing attempt to reach a trade deal -- or is it early stages of what might end up as a protracted cold war?