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Stocks to Watch: JPMorgan, BP, Lufthansa
The Wall Street Journal34d agoneutral
Stocks to Watch: JPMorgan, BP, Lufthansa

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

The whole chip trade is waiting on one report
TheStreet34d agoneutral
The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

How Investors Are Reacting To Advanced Micro Devices (AMD) Sector-Wide AI Chip Pullback And Valuation Jitters
Simply Wall St.35d agoneutral
How Investors Are Reacting To Advanced Micro Devices (AMD) Sector-Wide AI Chip Pullback And Valuation Jitters

In recent days, Advanced Micro Devices has been caught in a broad pullback across semiconductor and AI-related stocks, as investor profit-taking, macro uncertainty, and sector-wide worries about rich valuations and future earnings weighed on chipmakers globally. While AMD-specific news such as ARK Invest trimming its position and growing concern over intense AI competition have added to bearish sentiment, the company’s fundamentals and AI roadmap remain unchanged, highlighting how wider...

What Investors Keep Asking About NVDA
Trefis35d agoneutral
What Investors Keep Asking About NVDA

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.