BZ Data Project

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) has significantly outperformed China’s largest chipmaker, Semiconductor Manufacturing International Corp (SMIC), this year, highlighting Beijing’s challenges in advancing its domestic chip industry. Despite China’s substantial...

Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings Plc (NASDAQ:ARM) with a price target of $180. The stock is trading higher on Monday. Mosesmann considers the stock a top secular pick alongside Nvidia Corp (NASDAQ:NVDA). The analyst noted that the positive ARM PC and overall...

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading lower after Morgan Stanley analyst Joseph Moore downgraded the stock from Overweight to Equal-Weight. The analyst noted AMD’s high valuations, highlighting the impact of Blackwell’s launch on Nvidia Corp’s (NASDAQ:NVDA)...

Alibaba Group Holding Limited (NYSE:BABA), heavily investing in generative AI, has updated its open-source AI models, claiming they surpass Meta Platforms Inc’s (NASDAQ:META) Llama 3 in specific tasks. Alibaba Cloud launched Qwen2, the second version of its Tongyi Qianwen large language...

Southwest Airlines Co (NYSE:LUV) stock is trading higher Monday amid reports that Elliott Investment Management is taking a $2 billion stake in the airline. Initially known for revolutionizing air travel with low fares and focusing on customer service, Southwest Airlines became the top domestic...

Nvidia Corp. (NASDAQ:NVDA) stock was the best-performing S&P 500 stock in 2023 and is the second-best performer in the category this year. The outperformance has to do with the company’s lead in the hot-and-happening artificial intelligence technology. Nvidia’s Extended Sprint: The...

Nvidia Corp. (NASDAQ:NVDA) shares have been on a stratospheric rally since early 2023, thanks to the head-start it had in artificial intelligence technology, and riding on its AI prowess, the Jensen Huang-led company’s market capitalization swelled past $3 trillion on Wednesday. Elon Musk was...

Alibaba Group Holding Limited (NYSE:BABA) projects $60 billion in GMV for its B2B platform Alibaba.com in 2024, marking a 20% increase from last year’s $50 billion. President Zhang Kuo explained that growth slowed after a sevenfold increase over five years and emphasized the need for new...

Taiwan Semiconductor Manufacturing Co (NYSE:TSMC) saw a 30% increase in May sales, reaching $229.6 billion New Taiwan dollars ($7.1 billion), due to high demand for AI and recovering consumer electronics. As the world’s largest contract chipmaker, TSMC produces semiconductors for Nvidia Corp...

Key custom chip (ASIC) market player Broadcom Inc (NASDAQ:AVGO) has gained over 77% in the last 12 months thanks to the generative AI frenzy. The chipmaker now has a market cap of roughly $655 billion. According to JPMorgan analyst Harlan Sur, Broadcom remains the global No. 2 AI semiconductor...

Advanced Micro Devices, Inc (NASDAQ:AMD) stock gained over 42% in the last six months. Analysts tout AMD as the second most significant beneficiary after Nvidia Corp (NASDAQ:NVDA). AMD recently highlighted gaining a 33% market share in the server CPU market in the first-quarter, up from ~8% in 2020...

Nvidia Corp’s (NASDAQ:NVDA) stock surged to record highs on Wednesday, valuing the company at over $3 trillion and making it the world’s second most valuable company, surpassing Apple Inc (NASDAQ:AAPL). Nvidia plans a ten-for-one stock split on June 7 to attract more individual...

On Thursday, Taiwan Semiconductor Manufacturing Co (NYSE:TSM) shares hit a record high due to the global AI frenzy. Additionally, TSMC is in talks with ASML Holding NV (NASDAQ:ASML) to acquire advanced lithography machines, expected by year-end. Meanwhile, Chinese AI chip firms are designing less...

Advanced Micro Devices, Inc (NASDAQ:AMD) stock saw some redemption Wednesday after Tuesday’s broader sector selloff amid reports of Taiwan Semiconductor Manufacturing Co’s (NYSE:TSM) planning to boost the prices of its chip production services. Recent reports indicated AMD, which bagged...

Nvidia Corp (NASDAQ:NVDA) intends to increase its investments in Taiwan, emphasizing the critical role of the local chip supply chain and its long-standing partnership with Taiwan Semiconductor Manufacturing Co (NYSE:TSM), stated CEO Jensen Huang in Taipei. Despite geopolitical uncertainties,...