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... 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
... 5:32
TSM Revenue Falls M/M, AAPL Delays Siri A.I. Improvements

Schwab Network

1+ months ago 2K views

Taiwan's semiconductor sector has recently reported mixed results, with revenue for February showing a 43% increase year-over-year but month-over-month sales declining by over 11%, indicating weakening market conditions. Analysts observed that the growth in AI and semiconductors must be monitored closely, with sentiments that the decline in sales is not yet a definite trend without further data. Apple has also faced setbacks in its AI endeavors, notably delaying its Siri upgrade until 2026, indicating struggles in maintaining competitive stature in the AI market. Despite these challenges, Apple's stock remains relatively stable compared to other tech giants like Nvidia and Amazon, primarily functioning as a safe investment option amid overall market volatility.
01:12 - 01:23

Record revenue growth contrasts with signs of market deceleration, signaling caution.

TSMC Voice Recognition Finance
... 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
... 32:14
Turn Market Fear Into Fortune: Buy These AI Stocks Now!

Equity Empire

1+ months ago 6K views

Three compelling reasons to buy into the semiconductor industry, particularly amidst a familiar tech phase transformation shifting from hardware to software. The speaker discusses significant growth opportunities for semiconductor companies as AI increasingly makes demands on computing power and software solutions expand rapidly. Reports from major companies illustrate a burgeoning client base and expectations for exponential revenue growth. The video emphasizes urgency, prompting investors to act decisively through informed purchases in the semiconductor sector as we transition into an 'everywhere' AI phase that will benefit various tech areas.
15:28 - 15:39

AI investments projected to increase due to expanding enterprise applications.

Nvidia Machine Learning Finance
... 16:35
How an AI chip war could destroy the global economy | Chris Miller for The Freethink Interview

Big Think

1+ months ago 52K views

Research highlights the disparity in the manufacturing complexities of semiconductors and nuclear weapons, emphasizing that while nuclear technology has stagnated since the 1960s, the semiconductor industry is evolving rapidly. Only three companies produce cutting-edge processor chips, predominantly made in Taiwan, representing significant economic risk due to geopolitical tensions. The advancement of AI technologies relies heavily on this chip production, and the ongoing race for AI capabilities hinges on innovation in chip design and manufacturing. The increasing demand for AI infrastructure will likely drive further developments in semiconductor technologies.
AI hardware Finance
... 16:35
How an AI chip war could destroy the global economy | Chris Miller for The Freethink Interview

Big Think

1+ months ago 52K views

Research highlights the disparity in the manufacturing complexities of semiconductors and nuclear weapons, emphasizing that while nuclear technology has stagnated since the 1960s, the semiconductor industry is evolving rapidly. Only three companies produce cutting-edge processor chips, predominantly made in Taiwan, representing significant economic risk due to geopolitical tensions. The advancement of AI technologies relies heavily on this chip production, and the ongoing race for AI capabilities hinges on innovation in chip design and manufacturing. The increasing demand for AI infrastructure will likely drive further developments in semiconductor technologies.
AI hardware Finance