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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
... 28:54
Top 5 Quantum Computing Stocks Linked To AI BOOM of 2025

Will Rich

1+ months ago 1K views

Quantum Computing is poised to radically transform multiple industries, including AI, cybersecurity, medicine, and finance, with potential gains in the trillions. Top investors are currently identifying key Quantum Computing stocks to watch over the next decade. This analysis breaks down five significant companies in the Quantum Computing space, including their market trends, technology advancements, and commercial partnerships. Notably, companies like IBM and Google lead with strong revenue potential, while smaller firms like IonQ and Rigetti display promising growth potential in emerging Quantum solutions, driven by significant institutional backing and research innovations.
07:48 - 07:58

Google's integration of AI with Quantum Computing showcases advanced processing capabilities.

Quantum Computing Finance
... 4:38
Building Hybrid AI at the Edge - Qualcomm at Embedded World 2025

Electronic Specifier

1+ months ago 2K views

Qualcomm is positioned at the forefront of AI, focusing on Edge AI integration across various industries. Emphasizing the importance of hybrid AI, Qualcomm enhances performance through advanced hardware and software, enabling real-time applications. The AI-driven solutions extend to sectors like manufacturing, retail, and energy, improving processes such as defect detection and maintenance assistance. By leveraging neural processing units and broad application developer support, Qualcomm facilitates innovative applications, ensuring the seamless operation of AI technologies in the consumer market and beyond.
Qualcomm AI hardware Tech & Hardware
... 7:2
Will AI Solve Quantum Computing?

Sabine Hossenfelder

1+ months ago 5K views

Quantum computing, currently underdeveloped, may rapidly advance through artificial intelligence. AI has demonstrated its capability in error correction for quantum systems, notably through Google's Alpha cubid, which outperforms previous algorithms. Recent developments in using neutral atom arrays, aided by AI for positioning, show significant promise for scaling quantum computers. This will transform industries by enabling complex financial calculations and optimization. Additionally, the intersection of AI and quantum mechanics could challenge existing notions of randomness in quantum systems, presenting new avenues for research and application.
Brilliant Quantum Computing Education
... 45:23
Quantum leap, Model Context Protocol, CoreWeave IPO and an AI voice companion

IBM Technology

1+ months ago 2K views

Quantum computing is progressing toward practical consumer applications, with prospects for short-term utility in sectors like chemistry and AI. Experts discuss the current state of quantum technology, noting that significant advancements have been made recently, allowing computations that classical computers cannot simulate. There is optimism around the integration of quantum and AI technologies, particularly in enhancing AI capabilities. Additionally, the landscape is evolving with new players like CoreWeave focusing on specialized AI compute infrastructure, while established companies must adapt to remain competitive. Finally, advancements in synthetic voice technology indicate substantial improvements in human-computer interaction quality, highlighting the importance of natural and emotional engagement in AI systems.
25:20 - 24:25

Recent voice AI demos show significant advancements in human-like interactions.

IBM Quantum Computing Research & Innovations
... 13:23
Is Broadcom About to Destroy Nvidia's AI Dominance?

Couch Investor

1+ months ago 6K views

Broadcom's recent quarterly report showed significant earnings growth and guidance improvements, resulting in the stock price rising after hours. The report indicated a market cap nearing $1 trillion, highlighting Broadcom's financial resilience despite a broader market pullback affecting the semiconductor industry, which has seen significant corrections. The focus was placed on robust growth in AI and infrastructure software, with predictions of continued strength in AI semiconductor revenue, marking Broadcom’s positioning against competitors, particularly Nvidia. The CEO discussed strategic partnerships with major tech companies to develop custom silicon for future AI applications.
Broadcom AI hardware Tech & Hardware
... 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
... 20:36
Qwen QwQ 32b Local AI on Ollama BETTER than Deepseek R1 671b?!

Digital Spaceport

1+ months ago 18K views

Quinn just launched the qwq 32b reasoning model, reportedly comparable to the deep seek 671 R1. Initial testing shows impressive performance for normal inquiries, utilizing a quad GPU rig setup that was detailed in prior videos. The model's efficiency in processing prompts and generating responses is notable, presenting strong capabilities for advanced applications. Following rigorous one-shot testing with varied questions, early indications suggest qwq excels in both performance metrics and output quality, marking it as a promising tool for AI applications.
03:41 - 04:36

Analysis of ethical considerations in AI deployment with a challenging hypothetical scenario.

Ollama Machine Learning Tech & Hardware
... 20:36
Qwen QwQ 32b Local AI on Ollama BETTER than Deepseek R1 671b?!

Digital Spaceport

1+ months ago 18K views

Quinn just launched the qwq 32b reasoning model, reportedly comparable to the deep seek 671 R1. Initial testing shows impressive performance for normal inquiries, utilizing a quad GPU rig setup that was detailed in prior videos. The model's efficiency in processing prompts and generating responses is notable, presenting strong capabilities for advanced applications. Following rigorous one-shot testing with varied questions, early indications suggest qwq excels in both performance metrics and output quality, marking it as a promising tool for AI applications.
03:41 - 04:36

Analysis of ethical considerations in AI deployment with a challenging hypothetical scenario.

Ollama Machine Learning Tech & Hardware