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Group of 11 pharma, tech and luxury shares echoes US dominance of ‘Magnificent Seven’
The chip designer’s bumper earnings have made it one of the world’s most valuable companies. How long can it last?
Also in this newsletter: Israel’s plans for Gaza, China sharpens rhetoric on Taiwan, science round-up
The Netherlands-based assembly equipment maker has all the characteristics that growth investors adore
World’s most valuable chip company predicts even stronger sales on back of artificial intelligence spending frenzy
US, European and Japanese markets hit all-time highs after chipmaker reignites AI optimism
Plus, a twenty-something becomes a private equity wizard and China’s tech ambitions in Saudi Arabia
The world’s most valuable chip company is working on its next next-generation AI chip
Options volumes leapt for Nano-X and SoundHound ahead of details on chipmaking giant’s stakes
Arrowstreet Capital likely to have made at least $1bn in profits on the chipmaker this year
A chip in every pot
Hail Nvidia, the king of the new ‘AI-financial complex’
After rising five-fold in little more than a year, the stock continues to be propelled by the AI boom
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Graphics cards used for video games become hot commodity after Washington limits transfer of high-end chips to China
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Sanctions risks, self-funded demand, customers becoming competitors . . . . Just don’t tell the shareholders
And China’s halfhearted stimulus
Earnings from Qualcomm and AMD next week will provide evidence of health of industry
Early signs that huge investment in generative AI could soon lead to stronger revenues would boost ‘Magnificent Seven’
Letter to microchip chiefs intensifies scrutiny of their companies’ Chinese interests
US export controls force developers to strip components from PC graphics cards
High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
Plus, Silicon Valley’s unexpected AI super-investor and the Australian oil groups banding together for survival
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