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Nvidia’s $240 Billion Swoon Leads Rout in Semiconductor Stocks

Livemint

Livemint · 11m ago

Nvidia’s $240 Billion Swoon Leads Rout in Semiconductor Stocks

Nvidia Corp. shares fell by 8.4% after their earnings report failed to meet expectations. This led to a broader decline in the semiconductor industry, with an index of 30 chip-related companies falling by 6.1%. The drop is attributed to post-earnings disappointment and a rotation towards cheaper stocks. There are concerns about the sustainability of heavy spending on hardware used in artificial intelligence computing, as companies like Nvidia and Intel have not seen corresponding revenue growth from the increased spending. Nvidia's stock remains the best performer in the S&P 500 this year, with a gain of 122%.

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Nvidia's stock swoon turns attention to Big Tech's sway over markets

Economic Times

Economic Times · 11m ago

Nvidia's stock swoon turns attention to Big Tech's sway over markets

Nvidia's recent decline in share price, resulting in a $279 billion loss in market capitalization, has raised concerns among investors. The tech giant's stock rebounded slightly on Wednesday, but further trouble for Nvidia and other Big Tech stocks could negatively impact the broader markets. Nvidia, along with other major tech companies, holds a significant weight in stock indexes. Although the company's profits remain strong, its failure to meet investors' high expectations has raised doubts. Index funds and exchange-traded funds may also suffer if Nvidia continues to slide. Nonetheless, Nvidia's shares have more than doubled in 2024 and the stock remains the top performer in the S&P 500.

Nvidia’s staying power is the $2 trillion question

Livemint

Livemint · 1y ago

Nvidia’s staying power is the $2 trillion question

Nvidia, the semiconductor giant, has experienced incredible growth, surpassing a market value of $1.8 trillion. Its success can be attributed to the increasing demand for its chips in artificial intelligence by tech giants like Amazon and Google. Nvidia is set to report its fiscal fourth-quarter results, which are expected to show revenue of nearly $59 billion for the fiscal year, more than double the previous year. Despite the remarkable rise, there are concerns about the sustainability of this growth and potential risks heading into the quarterly report.

Decoding The $150 Bn+ Semiconductor Market Opportunity For Indian Startups

Inc42 · 1y ago

Decoding The $150 Bn+ Semiconductor Market Opportunity For Indian Startups

In 1999, Tata Group considered selling its car business to Ford, but the deal fell through. However, in 2008, Tata Group acquired Jaguar Land Rover from Ford for $2.3 billion, elevating India's position in the global market. India has a talent advantage in design and engineering, honed through the software industry, which could be leveraged in the semiconductor sector. With government support and availability of capital, investments in the semiconductor space and related electronics businesses seem feasible. Bengaluru leads as the most active semiconductor startup hub in India.

Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout: report

Economic Times

Economic Times · 6m ago

Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout: report

Chinese state-linked social media accounts amplified the launch of DeepSeek's AI models, shortly before US tech stocks fell, reports Graphika. Chinese diplomats and state media promoted this event, suggesting it challenged US AI dominance. Platforms like X, Facebook, Instagram, Toutiao, and Weibo spread the narrative. This mobilization highlights China's competition with the US in advanced AI technologies. DeepSeek's AI assistant surpassed ChatGPT's downloads, impacting US tech stocks and raising concerns about potential tech disputes.

Lam Research beats quarterly revenue estimates on surging AI chip demand

Economic Times

Economic Times · 3m ago

Lam Research beats quarterly revenue estimates on surging AI chip demand

Lam Research exceeded Wall Street expectations for third-quarter revenue, driven by strong demand for advanced AI chips, boosting its shares by 4.5% in extended trading. This demand leads major chip manufacturers, like Taiwan Semiconductor Manufacturing Co., to increase orders, benefiting suppliers like Lam. It posted $4.72 billion in revenue, surpassing analyst estimates. Despite U.S. export controls challenges, Lam's outlook remains strong, expecting fourth-quarter revenue of $5 billion. Its systems revenue reached $3.04 billion for the quarter.

Huawei launches Ascend 910D AI chip to rival NVIDIA’s H100 dominance

YourStory

YourStory · 3m ago

Huawei launches Ascend 910D AI chip to rival NVIDIA’s H100 dominance

In response to U.S. export restrictions and NVIDIA's dominance in AI chips, Huawei is launching the Ascend 910D, an advanced AI processor aimed to rival NVIDIA's H100. Scheduled for distribution to selected Chinese tech firms by May 2025, this chip seeks to close performance gaps and reduce dependency on foreign technology. Though Huawei's progress promises significant impact on China's tech landscape, it faces challenges in software compatibility and ecosystem support where NVIDIA currently leads.

Sensex, Nifty mirror global rout as trade war overshadows RBI's rate cut

VCCircle

VCCircle · 4m ago

Sensex, Nifty mirror global rout as trade war overshadows RBI's rate cut

Indian shares fell alongside a global market downturn sparked by U.S. tariffs, overshadowing the Reserve Bank of India's rate cut and dovish shift. The NSE Nifty 50 and BSE Sensex both declined as trade tensions escalated into a global economic conflict. Despite the RBI's move to an "accommodative" monetary policy, Indian equities, including IT and pharma sectors, experienced broad-based selling. Conversely, consumer stocks rose following a lowered inflation forecast. Global markets, including Asia and Europe, also suffered losses.

Domestic semiconductor stocks echo Nvidia's fall as DoJ probe spooks investors

Money Control

Money Control · 11m ago

Domestic semiconductor stocks echo Nvidia's fall as DoJ probe spooks investors

Semiconductor stocks, including Kaynes, experienced losses after global semiconductor giant Nvidia Corp's stock fell due to subpoenas from the US Department of Justice, as they investigate whether the company violated antitrust laws. The domestic chipmakers, such as RIR Power Electronics, ASM Technologies, and SPEL Semiconductor, also fell in response. Despite the investigation, Nvidia defended its tactics and stated that it wins on merit. While there are other options for chip buyers, Nvidia is considered the leader in AI chips.

Could AMD break Nvidia’s chokehold on chips?

Livemint

Livemint · 1y ago

Could AMD break Nvidia’s chokehold on chips?

Advanced Micro Devices (AMD) has emerged as a strong competitor to Nvidia in the artificial intelligence (AI) chip market. AMD's new MI300 chip outperforms Nvidia's H100 chip in terms of specifications, and the company expects to sell $3.5 billion worth of MI300s in 2023. AMD's focus on CPUs for data-center servers and GPUs for gaming consoles has paid off, with its market value growing 100-fold to $270 billion. However, AMD still faces tough competition from Nvidia's dominance in AI accelerator chips, but its strong hardware and partnerships position it as a viable alternative.

Broadcom’s AI success won’t all come at Nvidia’s expense

Livemint

Livemint · 7m ago

Broadcom’s AI success won’t all come at Nvidia’s expense

Broadcom's long-term forecast for its AI business has boosted the company's stock price, pushing its market capitalization over $1 trillion. This surge has negatively impacted Nvidia's stock price, which has declined by about 4% in the past two days. While Broadcom's market cap is still far below Nvidia's, the recent boost in stock price has brought Broadcom's price-to-earnings ratio to its highest ever. This is due to its exposure to the AI market as a supplier of networking processors and partnerships with major tech companies developing their own AI chips. However, Nvidia's market-leading silicon is still in high demand, as companies like Google and Amazon continue to emphasize their partnership with Nvidia. Both Broadcom and Nvidia are still expected to perform well in the AI market, with analysts maintaining a buy rating for both stocks.

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