The artificial intelligence (AI) supercycle is creating huge opportunities across chips and data center infrastructure. And at a glance, both Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) look like reasonable ways to invest in that trend. Both have products tied to AI data centers, and both are trying to win a bigger slice of the next wave of computing demand. But when comparing th...
The artificial intelligence (AI) supercycle is creating huge opportunities across chips and data center infrastructure. And at a glance, both Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) look like reasonable ways to invest in that trend. Both have products tied to AI data centers, and both are trying to win a bigger slice of the next wave of computing demand. But when comparing the two, I think one of these two chip companies is a better long-term bet than the other: AMD. Intel may have more potential if its turnaround goes well. But AMD already has a more established business in key growth areas -- and that arguably gives it a meaningfully lower risk profile right now. Continue reading
Analysts have lifted their fair value estimate for Samsung Electronics from ₩193,661.4 to ₩239,873.49, putting fresh attention on what is driving the updated price target thinking. The shift comes alongside active debate on Samsung’s role in high bandwidth memory, AI related demand, future DRAM supply, and the timing and impact of large fab projects. Read on to see how to track this evolving narra...
Analysts have lifted their fair value estimate for Samsung Electronics from ₩193,661.4 to ₩239,873.49, putting fresh attention on what is driving the updated price target thinking. The shift comes alongside active debate on Samsung’s role in high bandwidth memory, AI related demand, future DRAM supply, and the timing and impact of large fab projects. Read on to see how to track this evolving narrative and what to watch as new research and headlines emerge. Stay updated as the Fair Value for...
Healthcare company Biogen (NASDAQ: BIIB) wasn't looking very healthy on the stock market on Monday. Investors traded out of its shares after learning that the company plans to book a hefty charge in its first quarter, which will directly affect its bottom line. By the end of the day, Biogen's stock had lost nearly 3% of its value. Before market open, Biogen divulged in a regulatory filing that it ...
Healthcare company Biogen (NASDAQ: BIIB) wasn't looking very healthy on the stock market on Monday. Investors traded out of its shares after learning that the company plans to book a hefty charge in its first quarter, which will directly affect its bottom line. By the end of the day, Biogen's stock had lost nearly 3% of its value. Before market open, Biogen divulged in a regulatory filing that it expects to record $34 million in pre-tax expenses in its first quarter of this year. These consist of in-process research and development costs, as well as upfront and milestone payments. Image source: Getty Images. Continue reading
The British government was under growing pressure on Monday to bar American rapper Kanye West from entering the country after he was named as the headline act for the Wireless Festival of rap and hip-hop music set for July. West, now known as Ye, has been criticised in the past for antisemitic remarks and celebration of Nazism, which have led on several occasions to his social media accounts, inc...
The British government was under growing pressure on Monday to bar American rapper Kanye West from entering the country after he was named as the headline act for the Wireless Festival of rap and hip-hop music set for July. West, now known as Ye, has been criticised in the past for antisemitic remarks and celebration of Nazism, which have led on several occasions to his social media accounts, including on X, being barred. The decision to book Ye prompted several companies to pull their...