For Immediate ReleaseChicago, IL – December 20, 2022 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured
Today's video focuses on Amazon (NASDAQ: AMZN) and its recently announced processor, Graviton3E, and what it means for semiconductor companies like Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), and Nvidia (NASDAQ: NVDA). Check out the short video to learn more, cons
The graphics card market had been a two-horse race for many years. Nvidia (NASDAQ: NVDA) has been at it since the company was founded in 1993, and Advanced Micro Devices (NASDAQ: AMD) entered the market with the acquisition of ATI in 2006. It's been Nvidia and AMD battling each o
In the U.S., there are just three companies that can claim to be members of the trillion-dollar market cap club: Apple ($2.1 trillion), Microsoft ($1.8 trillion), and Alphabet ($1.1 trillion). Nvidia (NASDAQ: NVDA) came close in 2021 when the company's market cap peaked at $831 b
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Invesco Dynamic Semiconductors ETF (PSI) is a passively managed exchange traded fund launched on 06/23/2005.
Many investors brush off unusual options activity, but others like to “follow the flow.” When large investors — like hedge funds for example — make big moves in the options world, it shows up in a very interesting way. We refer to this as
Over the past ten years, the semiconductor industry has produced some of the biggest market winners including, Nvidia NVDA, Advanced Micro Devices (AMD), and Broadcom AVGO. However, the industry is going through a contraction period, and many former leaders are now becomi
Edge computing is a distributed computing architecture that relocates processing and data storage near data sources. The speed of 5G, combined with edge computing, further reduces the latency to support use cases, wherein near-real-time processing is critical.The edge com
In today's video, Jose Najarro and Nick Rossolillo discuss Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) and how these semiconductor giants are very similar at the moment but becoming vastly different as they develop. Check out the short video to learn more, cons
Listen up, investors! Artificial intelligence (AI) is like the quarterback of the tech world. It can analyze plays, predict outcomes, and make decisions faster than any human ever could.
Cathie Wood has gone shining star to yesterday's news. Where her Ark Invest exchange-traded funds (ETFs) doubled investors' money in 2020, they have cooled off considerably since. The funds are down 59% over the last 12 months and off 18% over the past three years, but Wood is st
In today's video, Jose Najarro and Nick Rossolillo discuss Advanced Micro Devices (NASDAQ: AMD) and its recent Dec. 6 presentation at the Arete Tech Conference. Management shared great information on how AMD can grow its data center solutions, especially in the accelerator market
Metaverse stocks have fallen flat in 2022 as the much-hyped concept has yet to take off. Meta Platforms (NASDAQ: META), the company most closely associated with the concept and which popularized the term, has seen its stock price plunge this year as it's on track to lose around $
Tech stocks are shares of publicly traded companies that are involved in the technology industry. This industry includes a wide range of companies that develop and sell products and services related to computers, software, the internet, and other technological innovations. Some w
Many chipmakers have experienced whiplash over the past few years. Demand for semiconductors soared during the pandemic, as business closures accelerated digital transformation projects and stimulus checks left consumers flush with cash. But demand has now cratered in response to
The Biden administration is intensifying its crackdown on Chinese firms to curb the country’s technological advancements, mainly the use of advanced chips in military applications. The U.S. added China’s top memory chip maker Yangtze Memory Technologies Corp. (YMTC) and over 30 other firms to the entity list, which implies that American companies will have to obtain a license from the Commerce Department before selling any goods or services to the companies in this list.
YMTC was added to the list over concerns that it could direct American technology to already blacklisted Chinese tech behemoths Huawei Technologies Co. and Hikvision. YMTC has rapidly emerged as a key rival to American memory chipmaker Micron Technology (
MU
) and South Korea’s SK Hynix. As per a
Nikkei Asia report in October, Apple (
AAPL
) put on hold its plans to use YMTC’s memory chips in its products due to tighter export controls.
Overall, the export blacklist includes 35 Chinese companies (including artificial intelligence (AI) chipmaker Cambricon Technologies and IT giant CETC) and a Japan-based subsidiary of YMTC.
In October, the Commerce Department had placed YMTC and several other Chinese companies in what it called an unverified list. The Department said that it would move these companies to the entity list if it is unable to confirm that the end uses of their products weren’t detrimental to the U.S. The Commerce Department has now removed 27 companies (per
Reuters) from the unverified list after completing site visits in cooperation with the Chinese government.
Escalating U.S.-China Trade Tensions
Amid growing tensions between the U.S. and China, both countries intend to invest billions of dollars to boost the domestic production of advanced chips. In October, the U.S. imposed new export controls to
restrict China’s access to advanced chips. China has officially initiated a trade dispute against the U.S. at the World Trade Organization (WTO) over the chip export curbs. It has alleged that the U.S. curbs “threatened the stability of the global industrial supply chains.”
Meanwhile, some American chipmakers are exploring ways to avoid significant loss of sales due to the recently imposed export restrictions. Last month, semiconductor giant Nvidia (
NVDA
) started offering an alternative chip (A800) with a lower bandwidth that meets the newly imposed U.S. export rules. The A800 is an alternative to Nvidia’s A100 chip that was used in servers and AI applications by many Chinese tech giants, including Alibaba Group (
BABA
) and Tencent Holdings (
TCEHY
).
Recently, the WTO ruled against the U.S. tariffs imposed on steel and aluminum imports by former President Donald Trump as they violated international trade laws. The U.S. said that it strongly rejects the WTO panels’ “flawed interpretation and conclusions.” China has urged the U.S. to respect the ruling and work with WTO members to protect the multilateral trading system.
Overall, any further worsening of the U.S.-China relationship could adversely impact companies in the two countries, especially at a time when businesses are already under pressure due to a looming global recession.
Disclosure
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have added about 8.1% in that time frame, outperforming the S&P 500.
After a harsh year for the stock market, many investors will be happy to see 2022 in their rearview mirror. The tech industry was hit especially hard, with the Nasdaq-100 Technology Sector falling 34% year to date. However, the games market has continued growing, with the biggest
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