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artificial intelligence
Semiconductor
TSMC bulls ignore Buffett's warning for bet on coming AI age
Other than its dominance in advanced chips, TSMC also has a more than 50% share of the overall foundry market
March 18, 2024
Tech
TSMC's 110% rally draws caution, even from the bulls
'You can't really spend several tens of billions on data centres every single year'
March 15, 2024
Semiconductor
Nvidia H100: This is the chip behind AI's supersonic stock rally
The H100 name is a nod to computer science pioneer Grace Hopper
February 23, 2024
Artificial Intelligence
Microsoft, Alphabet under pressure to show AI earnings boost
'AI might facilitate growth over the foreseeable future, but I’m not sure most big tech stocks have much to show for it yet'
January 30, 2024
US stocks
This isn't your father's S&P 500. Don't worry about valuations
If the weighting of these companies continues to grow then the valuation expansion could have further room to run
January 21, 2024
Global Markets
Cloudy with a chance of 'Japanese' meatballs
Among developed markets, Japan has got the most going for it
January 18, 2024
Artificial Intelligence
Nvidia's red-hot 2024 start a bright spot as S&P 500 eyes record
'From my standpoint, Nvidia is best of breed'
January 14, 2024
M&A
HPE to buy Juniper Networks for US$14 billion in expansion bet
Juniper has touted the potential for new artificial intelligence services to boost growth
January 10, 2024
Artificial Intelligence
Arm CEO Haas fears humans could lose control of AI
'You need some override, some backdoor, some way that the system can be shut down'
December 10, 2023
Artificial Intelligence
How a turbulent week changed the future of AI
Right now, there is too much doomerism with people screaming that AI development needs to slow down immediately
November 23, 2023