Chip company Nvidia’s headquarters in Silicon Valley in February 2024. Andrej Sokolow | Picture Alliance | Getty Images This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed… Article Source https://www.cnbc.com/2024/11/20/cnbc-daily-open-investors-prioritize-nvidias-earnings-over-risks-.html
Nvidia H100 chips inside a server room at the Yotta Data Services Pvt. data center, in Navi Mumbai, India, on Thursday, March 14, 2024. Dhiraj Singh| Bloomberg | Getty Images This report is from today’s CNBC Daily Open, our international markets… Article Source https://www.cnbc.com/2024/11/20/cnbc-daily-open-anticipation-over-nvidia-overshadow-geopolitical-risk.html
Another impressive round of earnings results from Taiwan Semiconductor Manufacturing Company sparked a broad chip stock rally Thursday morning. TSMC’s U.S. listed shares jumped more than 12%—pushing the company’s market capitalization above… Article Source https://fortune.com/2024/10/17/tsmc-joins-1-trillion-club-as-q3-earnings-spark-chip-sector-rally/
Coatue Management’s founder Philippe Laffont has recently stated that the escalating geopolitical tensions pose a significant threat to Nvidia and the overall chip industry. Laffont’s concerns stem from the increasing trade conflicts and restrictions that could potentially disrupt the global supply chain for semiconductors. The semiconductor industry, which plays a crucial role in powering various … Read more
Hedge fund manager Philippe Laffont expressed concerns about how geopolitical conflicts could impact the chip industry and the development of artificial intelligence, specifically mentioning Nvidia. Laffont spoke at the Bloomberg Invest conference, highlighting the potential disruption to chip production if China were to invade Taiwan, where major chip manufacturer Taiwan Semiconductor Manufacturing Company is located. … Read more