Close

Explore AI

Explore GPTs

Explore AI News

Explore AI Videos

Explore AI for Jobs

Latest Chipotle AI Videos

Find the latest for Chipotle company videos

Follow
... 8:6
Best AI Stocks: Taiwan Semiconductor vs. Broadcom | TSM Stock vs. AVGO Stock | Semiconductor Stocks

Parkev Tatevosian, CFA

1+ months ago 4K views

Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom are two semiconductor companies experiencing strong growth due to rising demand for artificial intelligence (AI) technologies. While TSMC has shown stronger revenue growth due to its significant manufacturing capacity and relationships with leading tech companies like NVIDIA and Apple, Broadcom recently bolstered its revenue through its acquisition of VMware. Both companies demonstrate impressive profitability and operational margins, but geopolitical risks related to TSMC may affect its valuation. In terms of investment recommendation, given current valuations and risks, Broadcom is suggested as the better buy.
02:12 - 02:28

Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.

Taiwan Semiconductor AI hardware Finance
... 1:1:52
LET'S TALK STOCKS! BIG AI NEWS & EARNINGS

Jose Najarro Stocks

1+ months ago 1K views

Intel's new CEO, Lee Bhutan, previously associated with Cadence Systems, has sparked enthusiasm among shareholders as Intel's stock surges by 15-16% post-announcement. Discussions covered the semiconductor industry, with a focus on AI news and market trends. Strategies were highlighted for navigating current volatility in the market, encouraging long-term investment approaches instead of short-term reactions to red days. Participants shared insights on other companies like AMD, Nvidia, and Adobe, along with economic indicators and future guidance for the semiconductor segment.
05:58 - 06:19

Nvidia's Queen discussion indicates strong competition in AI and robotics.

Big Data Analytics Finance
... 5:37
Kulina: China's stimulus and AI growth are sparking massive rotation

CNBC Television

1+ months ago 1K views

Marvell's recent performance reflects significant market challenges, as evidenced by its disappointing revenue and EPS outlook for Q1. The company's strong bullish outlook stands in contrast to ongoing negative reactions from the market, especially in tech, where any misses are severely punished. The focus is now shifting to Broadcom's upcoming earnings, with high expectations for revenue growth beyond the company’s initial guidance of $3.8 billion, as investors demand substantial performance from semiconductor stocks. There’s also significant interest in Chinese equities, driven by government hints of potential stimulus and renewed investor enthusiasm for AI-driven innovations.
03:09 - 03:11

Deep tech in China ignites investment rotation across global markets.

Wedbush Securities Finance
... 4:30
DeepSeek AI was a 'shot across the bow' for Nvidia, says Wedbush's Dan Ives

CNBC Television

1+ months ago 69K views

Concerns around chip export controls are impacting Nvidia's stock performance amidst speculation of increased regulations. Although fears exist regarding chip availability and supply chain disruptions, the expected impact may be overstated. Despite turbulent market conditions, demand for chips remains strong, and opportunities might arise from investing in top technology stocks. Apple could face challenges if tariffs affect iPhone production, but there are predictions of loopholes enabling the company to mitigate impacts. Overall, investor sentiment is fluctuating, but long-term opportunities in AI and technology investments are seen as viable amidst challenges.
DeepSeek AI AI hardware Finance
... 5:36
WOJAK DOOMER BETS HIS LIFE SAVINGS BEFORE DEEPSEEK AI NEWS

MAGIC MONEY WOJAK

1+ months ago 2K views

Chad chips are at the forefront of AI and tech, achieving record-breaking market caps and demand across multiple sectors. The technology powers AI models and gaming platforms, making it indispensable for corporations. As the CEO, Chad emphasizes the need for security against corporate espionage, underscoring that the future relies heavily on their innovations. Both corporate executives and industry enthusiasts recognize the immense potential and value of Chad chips in shaping emerging technologies, marking a pivotal moment in the tech landscape.
04:10 - 04:24

Chad chips dominate the AI market with constant demand and no competition.

Nvidia Blockchain Finance
... 11:19
SMCI Stock: A Highly Volatile, Yet Super Cheap AI Play? Why The Liquid Cooling Opportunity Is Huge

Beat The Denominator

1+ months ago 2K views

SMCI is a volatile stock impacted by accounting scrutiny and recent leadership changes. The company specializes in providing sustainable IT solutions, including liquid cooling technologies essential for data centers, particularly with the anticipated demand from Nvidia's upcoming chips. The company aims for $50 billion in revenue, currently holding a market position that is considered lucrative, especially amid the AI and data center boom. With expected growth linked to Nvidia's products and favorable operational efficiency, SMCI presents both risks and opportunities for investors willing to navigate its volatility.
05:29 - 06:02

Liquid cooling improves space efficiency and reduces energy consumption in data centers.

Supermicro AI hardware Finance
... 15:46
DEEP Freakout: Chinese Psyop or End of USA AI Stocks??

Click Capital

1+ months ago 3K views

Chip stocks have crashed, led by Nvidia, which recorded a historic one-day loss as AI's competitive landscape evolves, particularly with the emergence of a new Chinese AI tool called Deep Seek. This has raised concerns about the viability and investment justification in the US AI sector, particularly among chip manufacturers investing heavily in GPUs. The financial markets reacted negatively, wiping off nearly $2 trillion from the tech sector's valuation. This drop has sparked discussions about potential shifts in AI technology investments and implications for firms that may benefit from cheaper AI solutions.
03:58 - 04:01

Potential for decreased AI training costs could benefit several industries.

Chatbots Finance
... 15:46
DEEP Freakout: Chinese Psyop or End of USA AI Stocks??

Click Capital

1+ months ago 3K views

Chip stocks have crashed, led by Nvidia, which recorded a historic one-day loss as AI's competitive landscape evolves, particularly with the emergence of a new Chinese AI tool called Deep Seek. This has raised concerns about the viability and investment justification in the US AI sector, particularly among chip manufacturers investing heavily in GPUs. The financial markets reacted negatively, wiping off nearly $2 trillion from the tech sector's valuation. This drop has sparked discussions about potential shifts in AI technology investments and implications for firms that may benefit from cheaper AI solutions.
03:58 - 04:01

Potential for decreased AI training costs could benefit several industries.

Chatbots Finance