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Earnings growth to continue, Goldman says, but US policy risks cloud outlook

Analysts predict US equities will be influenced by earnings growth and potential Trump administration policies, with earnings growth seen at 11% for the next year.

investing.com • 11/11/2024 - 09:27 AM

China chip index nears 3-year high as TSMC order fuels self-reliance bets

China's semiconductor index rose as US export restrictions on TSMC chips to Chinese firms spotlight Beijing's push for self-reliance in chip production amid challenges in domestic manufacturing.

investing.com • 11/11/2024 - 07:43 AM

5 big analyst AI moves: Nvidia top November pick, SMCI downgraded

This article reviews recent analyst moves related to AI, highlighting Nvidia's strong market position, potential impacts of Trump's win on Big Tech, and downgrades for certain companies.

investing.com • 10/11/2024 - 08:50 AM

Exclusive-US ordered TSMC to halt shipments to China of chips used in AI applications, source says

The U.S. ordered TSMC to stop advanced chip shipments to China, citing AI application restrictions and concerns over Huawei's tech. TSMC's compliance is ongoing amid political scrutiny.

investing.com • 10/11/2024 - 00:32 AM

S&P 500 hits 6,000 for the first time on Trump euphoria

The S&P 500 briefly reached 6,000 post-Trump's election victory, buoyed by expectations of tax cuts and regulatory rollbacks, with analysts noting stretched valuations and mixed year-end forecasts.

investing.com • 08/11/2024 - 17:59 PM

Taiwan Oct exports miss expectations as China weighs

Taiwan's October exports rose 8.4%, missing forecasts, due to AI sector growth countered by China's economy. Predictions for November exports suggest a growth of 5.0%-9.0%.

investing.com • 08/11/2024 - 09:11 AM

NVDA

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Nvidia a new top pick at Mizuho

Mizuho selects Nvidia as a top pick for November, citing its dominance in AI chips and gaming, with a $140 target and significant growth projections.

investing.com • 06/11/2024 - 11:34 AM

Earnings growth to continue, Goldman says, but US policy risks cloud outlook

China chip index nears 3-year high as TSMC order fuels self-reliance bets

5 big analyst AI moves: Nvidia top November pick, SMCI downgraded

Exclusive-US ordered TSMC to halt shipments to China of chips used in AI applications, source says

S&P 500 hits 6,000 for the first time on Trump euphoria

Taiwan Oct exports miss expectations as China weighs

Nvidia surpasses $3.6 trillion market value after Trump win

Qualcomm advances on smartphone market revival, Chinese handset launches

Arm forecasts results in line with expectations and shares drop

Nvidia a new top pick at Mizuho

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