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... 11:38
It's Still One of The BEST AI Stocks to Buy in 2025

Couch Investor

1+ months ago 4K views

Micron's latest quarterly figures show strong performance, exceeding market expectations for revenue and earnings per share (EPS). Despite a minor miss in gross margin, the overall outlook appears solid with anticipated growth in high-bandwidth memory (HBM) segments. The company achieved significant year-over-year growth in crucial segments, particularly compute and networking, where revenue rose notably due to rising HBM sales. Micron remains competitive in investing in capacity expansion and innovation, positioning itself favorably for continued growth and margin improvement, particularly as it faces short-term headwinds in some sectors.
08:14 - 08:16

Demand for HBM expected to surge, with strong adoption anticipated in 2026.

Micron Finance
... 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
... 10:2
Palantir’s AI Dominance—Cathie Wood Says It’s Just Getting Started! Hedge Funds Are Piling Into PLTR

YT Finance

1+ months ago 1K views

Paler Technologies stands at the forefront of AI and data analytics, integrating cutting-edge solutions for enterprise and government operations. An exclusive event highlighted real-world case studies showcasing substantial returns on investment for clients. Despite its strong financial performance and recognition, concerns remain about high stock valuations, with analysts questioning the sustainability of its rapid growth. Key investor Kathy Wood from Arc Investment Management continues to express confidence in Paler's long-term potential amidst varying opinions on its current valuation and market strategy as it prepares for significant expansion in 2025.
05:48 - 05:53

Paler anticipates the widespread adoption of AI technology as a strategic advantage.

Palantir Big Data Analytics 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
... 6:2
Celestial's AI Efficiency Tech

Bloomberg Technology

1+ months ago 1K views

The Photonic Fabric technology accelerates AI computing by interconnecting processors with light, reducing energy consumption and improving bandwidth and latency. With AI workloads growing exponentially, this technology is crucial for scaling and integrating into the next generation of AI accelerators. Multiple partnerships with hyperscale data center companies are underway to ensure the required volume manufacturing for the technology. The strategic investment from firms like Fidelity and BlackRock indicates strong market confidence, positioning the company for significant growth in the AI sector, especially as applications in sectors like automotive emerge.
03:11 - 03:44

Switching from copper to photonic solutions for lower energy and higher bandwidth.

Celestial AI AI hardware AI Startups
... 8:35
Should Artificial Intelligence (AI) Stock Investors Buy ASML Stock?

Parkev Tatevosian, CFA

1+ months ago 3K views

ASML sells high-end semiconductor manufacturing equipment, and its major customers include companies like Taiwan Semiconductor Manufacturing and Intel. ASML's stock price has fallen from over $1,000 to around $700 a share, prompting discussions on whether this represents a buying opportunity for long-term investors. The video evaluates ASML's revenue growth, operating profit margins, and return on invested capital, concluding that the stock appears undervalued despite geopolitical challenges. Ultimately, the recommendation is updated to suggest that ASML remains a strong buy for long-term investors.
04:51 - 05:54

ASML shows excellent returns on invested capital, positioning it favorably against competitors.

ASML 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
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance