Episode 75: The AI Big $$$ Question
Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like...
271 Views
Super Micro Ascends, Walgreens Exits Nasdaq-100 on 22/Jul. How Will Index Rebalancing Pan Out?
NASDAQ index will rebalance admitting SMCI replacing WBA. SMCI has surged 214% YTD while WBA has crumbled 56% YTD. Index effect posits for SMCI to...
314 Views
[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat
TSMC reports Q2 results on 18/Jul. Investors will look to fabs expansion in US & Japan, & progress in 2nm & 3nm chips. TSMC holding 62% of global...
411 Views
TSMC (2330.TT; TSM.US): The 25% YoY Growth Rate Will Be Expected in 2024.
Taiwan Semiconductor (TSMC) - ADR (TSM US) could poise for 25% YoY growth in 2024, driven by AI focus and Apple demand.
225 Views
Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap?
Apple has made history yet again as the first firm with a market cap surpassing $3.5 trillion. Apple was late to join the AI game, yet it has...
566 Views