Prediction: After Intel, This Artificial Intelligence (AI) Semiconductor Stock Could be Next to Secure an Investment From the Trump Administration The Globe and Mail
Prediction: After Intel, This Artificial Intelligence (AI) Semiconductor Stock Could be Next to Secure an Investment From the Trump Administration The Globe and Mail
An important anniversary is right around the corner: Just about two years ago, Nvidia (NASDAQ: NVDA) completed a major stock split, bringing its shares down from more than $1,000 to about $100. Since that time, the world's most-watched artificial intelligence (AI) company has seen its shares advance 75% -- and they now trade for about $215. What's pushed the stock along this path? Investors remain...
An important anniversary is right around the corner: Just about two years ago, Nvidia (NASDAQ: NVDA) completed a major stock split, bringing its shares down from more than $1,000 to about $100. Since that time, the world's most-watched artificial intelligence (AI) company has seen its shares advance 75% -- and they now trade for about $215. What's pushed the stock along this path? Investors remain eager to get in on shares of the AI winners of today and of the future. And Nvidia still looks like a good bet. The company continues to dominate the AI chip market and has actually built out a full portfolio of related tools and services that have broadened its presence. So you may consider Nvidia the "go-to" company for anything AI. All of this has supercharged earnings growth quarter after quarter, and evidence shows that may continue well into the future. Considering this, two years after Nvidia's stock split, could the stock reach $1,000 again? Continue reading
「15 到 20 年之前，我们曾有一个点子，名字叫手机。今天我们有一个更好的点子，它的名字叫 PC。」 说这话的是黄仁勋。6 月 1 日的台北，他站在一颗叫 RTX Spark 的新芯片旁边，把 PC 抬到了和手机一样高、甚至更高的位置。 黄仁勋首先回顾了 Windows PC 40 年的发展历程｜图片来源：英伟达 要知道，过去三十年，英伟达卖给你的一直是那张显卡——你把它插进一台别人造好的电脑里...
「15 到 20 年之前，我们曾有一个点子，名字叫手机。今天我们有一个更好的点子，它的名字叫 PC。」 说这话的是黄仁勋。6 月 1 日的台北，他站在一颗叫 RTX Spark 的新芯片旁边，把 PC 抬到了和手机一样高、甚至更高的位置。 黄仁勋首先回顾了 Windows PC 40 年的发展历程｜图片来源：英伟达 要知道，过去三十年，英伟达卖给你的一直是那张显卡——你把它插进一台别人造好的电脑里。这一次，它反过来，要卖给你整台电脑本身。 更反常的是，黄仁勋不是一个人来的。Acer、Asus、Dell、Gigabyte、HP、Lenovo、Microsoft、MSI——八家平时在货架上打生打死的厂商，齐刷刷站到了同一颗芯片背后。一家市值高到根本不需要做笔记本的公司，偏偏做了一颗笔记本芯片，还把半个 PC 行业一起拉下了水。 这颗芯片，研发阶段的代号是 N1／N1X，被泄露了大半年。但比一颗芯片更大的，是黄仁勋摆出的那个野心——他要重新发明的，是「个人电脑」本身。 从「配件」到那颗「大脑」 很长一段时间里，一台 PC 的「大脑」是英特尔或者 AMD 的 CPU。英伟达是那块肌肉——你为了打游戏、为了渲染，额外把它拧到主板上。它强，但它一直是被插进来的那个。 英伟达为 AI PC 时代规划了完整的产品阵容｜图片来源：英伟达 GTC 直播 RTX Spark 不一样。它是一颗完整的 SoC，CPU、GPU、内存焊在一起，一台 Windows 笔记本会围着它来造。 这一次，英伟达要做的，不是更强的肌肉，而是整台电脑的大脑。 它没有 x86 授权，这条路本来就走不通，于是英伟达绕到了 Arm 这边——一颗与联发科联合开发的 20 核 Grace CPU，缝上自家的 Blackwell GPU。这是它第一次让一台主流 Windows 笔记本，在最核心的位置上挂自己的名字，而不是机身角落贴一张独显的标。 芯片规格由英伟达与微软联合定义｜图片来源：英伟达 GTC 直播 这件事的分量在于，笔记本是个一年出货量约 1.5 亿台的市场。一家靠数据中心 GPU 坐上全球市值头名的公司，专程走进来，不会是顺手做个试水的副业。它想要的是那颗大脑本身。 至于为什么是现在——本地 AI 对算力和内存的胃口被撑大了，微软又把 Windows on Arm 的 Copilot+ 生态向英伟达、联发科这...
Conflicts over land and resources have deepened owing to climate breakdown, deforestation and population growth Beneath the shade of the wide-spreading branches of a neem tree, five young gang members wearing camouflage and beanies and cradling AK47 rifles took refuge from the harsh midday sun. They passed around cold bottles of water and a popular energy drink called Fearless. To their left, a dr...
Conflicts over land and resources have deepened owing to climate breakdown, deforestation and population growth Beneath the shade of the wide-spreading branches of a neem tree, five young gang members wearing camouflage and beanies and cradling AK47 rifles took refuge from the harsh midday sun. They passed around cold bottles of water and a popular energy drink called Fearless. To their left, a dreadlocked teenager with his own rifle rested on one of three motorcycles parked on the sparse grass. To their right, another teenager sat with his back to the others, rolling a spliff. Abu ‘Abu Radde’ Bello, the leader of a gang in Katsina state Continue reading...
Bonnie has two days to get from south London to her grandparents’ house in Cornwall before lockdown in this super low budget British comedy No offence to any Clives reading, but the intentionally naff title of this film does not inspire confidence – and turns out to be indicative of the cheerful ridiculousness of this super low budget British comedy. It is about a trio of twentysomethings on a roa...
Bonnie has two days to get from south London to her grandparents’ house in Cornwall before lockdown in this super low budget British comedy No offence to any Clives reading, but the intentionally naff title of this film does not inspire confidence – and turns out to be indicative of the cheerful ridiculousness of this super low budget British comedy. It is about a trio of twentysomethings on a road trip to Cornwall at the start of one of the Covid lockdowns; from the outtakes and behind the scenes clips that run over the end credits, everyone involved clearly had a blast making it. But that enjoyment doesn’t spill on to the screen – and the whimsical songs accompanied by a ukulele wear thin in less than half a minute. Eleanor May Blackburn is Bonnie, who has two days to get to her grandparents’ house in Cornwall from south London before lockdown. Just as she is about to hit the road, Bonnie meets homeless busker Clive (Michael Kodi Farrow) and offers to buy him a kebab. But when her credit card is declined at the till, she rushes out without paying, leaving Clive to perform a stickup with his ukulele case to the bemusement of the kebab shop owner. Continue reading...
It’s not enough to wish for growth; economic success requires a sense of purpose, according to this academic When Keir Starmer won a landslide Labour majority promising to pursue five governing “missions”, the high-profile leftwing economist Mariana Mazzucato was credited as an inspiration. Two years on, her bracing new book helps shed light on why Labour in power has struggled to project the sens...
It’s not enough to wish for growth; economic success requires a sense of purpose, according to this academic When Keir Starmer won a landslide Labour majority promising to pursue five governing “missions”, the high-profile leftwing economist Mariana Mazzucato was credited as an inspiration. Two years on, her bracing new book helps shed light on why Labour in power has struggled to project the sense of direction that “mission-led government”, as Mazzucato calls it, requires. Synthesising and extending her earlier work, here she proposes “a new economics of collective action around the common good”. From this perspective, the economy is not a concatenation of rapacious independent forces, to be contained and offset by public policy, but a project – or rather a series of projects – with direction and purpose. Finance should be turned to the benefit of these collective goals instead of chasing short-term returns, she argues, and the creativity of corporations channelled to the public good. Continue reading...
To better highlight the whole field among Europe’s elite, we chose an XI that couldn’t feature more than one player from any one team This year we are picking a team of the season with a difference: I am allowed only one player per team. Of course, as finalists Paris Saint-Germain and Arsenal have players with claims to all of these positions, so apologies to Willian Pacho and Declan Rice, among o...
To better highlight the whole field among Europe’s elite, we chose an XI that couldn’t feature more than one player from any one team This year we are picking a team of the season with a difference: I am allowed only one player per team. Of course, as finalists Paris Saint-Germain and Arsenal have players with claims to all of these positions, so apologies to Willian Pacho and Declan Rice, among others. But what this format does allow for is an overall view of the Champions League season that was. *** Continue reading...
Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, which is actually paying for it. Who funds the oil tanker and what happens when ...
Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, which is actually paying for it. Who funds the oil tanker and what happens when that tanker is, say, stuck in the Strait of Hormuz? Commodity finance underpins production, transportation and storage of a wide variety of the things that make the modern world, but you tend to only hear about it when things go wrong. Today we speak with Lewis Hart, head of corporate advisory and banking at Brown Brothers Harriman. We discuss how the business of commodity finance actually works, how risk is priced, what makes for a good or bad warehouse, and the difference between financing a commodity you can hedge (like oil) versus one where's there's no futures market (like cashews).
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there’s another dimension to moving commodities all around the world, which is actually paying for it. Who funds the oil tanker and what happens when that tanker is, say, stuck in the Strait of Hormuz? Commodity finance underpins production, transportation and storage of...
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there’s another dimension to moving commodities all around the world, which is actually paying for it. Who funds the oil tanker and what happens when that tanker is, say, stuck in the Strait of Hormuz? Commodity finance underpins production, transportation and storage of a wide variety of the things that make the modern world, but you tend to only hear about it when th
Euro-area consumers’ expectations for inflation in three years fell slightly in April, offering some relief to the European Central Bank , though policymakers are still likely to raise interest rates next week. Prices were seen rising 2.9% over the period — down from 3% in March, a monthly survey by the ECB showed Monday. That’s still a bit below the 3.1% peak reached at the height of the last pri...
Euro-area consumers’ expectations for inflation in three years fell slightly in April, offering some relief to the European Central Bank , though policymakers are still likely to raise interest rates next week. Prices were seen rising 2.9% over the period — down from 3% in March, a monthly survey by the ECB showed Monday. That’s still a bit below the 3.1% peak reached at the height of the last price spike in October 2022. Expectations for the next 12 months remained unchanged at 4%, while the outlook for five years held at 2.4%, above the ECB’s 2% medium-term inflation target. The data come after Executive Board member Isabel Schnabel warned Monday that the risk of inflation expectations becoming de-anchored is rising, meaning the ECB can’t ignore the energy-led surge in prices triggered by the Iran conflict. Last week, the German official called the rise in March’s survey numbers for the medium term and the rightward shift in the distribution “ worrisome .” The latter is widely seen as an early sign that expectations could shift away from the 2% target. Officials want to stop the jolts in energy markets spilling over into consumer prices more broadly. Data on Tuesday are likely to show another uptick in euro-zone inflation, with analysts estimating a reading of 3.2%. Some policymakers also worry about the war’s impact on economic activity, with the ECB’s poll showing increased pessimism. Respondents saw gross domestic product over the next 12 months contracting by 2.2%, compared with -2.1% in March. Expectations for the unemployment rate one year ahead decreased to 11.2% from 11.3%. ECB’s Schnabel Sees Risk of Unanchored Inflation Views From War Inflation Above ECB Comfort Zone in Top Economies Backs Hike Euro-Zone Consumer Price Expectations May Rise More, ECB Warns
While Micron has already delivered monster gains for investors, the semiconductor leader still looks poised for further upside as AI spending continues to reshape the memory chip market.
While Micron has already delivered monster gains for investors, the semiconductor leader still looks poised for further upside as AI spending continues to reshape the memory chip market.