navigates

TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei

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TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei

TSMC’s impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged: strained relations with Nvidia due to delays… Article Source https://www.digitimes.com/news/a20241021PD200/tsmc-nvidia-huawei-shipments-blackwell.html

Oracle Successfully Navigates Turbulence, but Facing Challenges Defying Gravity (Upgrade)

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Oracle Successfully Navigates Turbulence, but Facing Challenges Defying Gravity (Upgrade)

The bearish thesis on Oracle Corporation (NYSE:ORCL) is now less justified as the company continues to exceed expectations in cloud computing and database management. Despite a slower growth rate, Oracle’s strong order book and upwardly revised adjusted EPS estimates indicate improved operating leverage as its cloud infrastructure scales further. Analysts emphasize the sustainability of AI … Read more