Valuation - CybAI news

07 Aug

Intel Has Lost Wall Street’s Patience as Headwinds Keep Mounting

stp2y0 CommentsRAG modelsartificial intelligence, Earnings, INTEL CORP, jobs, Markets, NVIDIA CORP, Philadelphia, TAIWAN SEMICONDUCTOR MANUFAC, Technology, Valuation, Wall Street, WOLFSPEED INC

After another catastrophic earnings report, Intel Corp. bulls are increasingly few and far between on Wall Street.Intel shares have shed nearly a third of their value since the firm gave a grim growth forecast, announced plans to slash 15,000 jobs, and suspended a dividend that has been in place since 1992. The report was the latest in a series of discouraging updates, and underlined the myriad headwinds facing the chipmaker as it struggles to execute an ambitious turnaround and compete in the artificial intelligence era. Source link lol

07 Aug

Philippine Fintech GCash Still Eyeing IPO After MUFG Investment

stp2y0 CommentsRAG modelsAYALA CORPORATION, Ernest Lawrence Cu, fintech, GLOBE TELECOM INC, IPOs, Martha Sazon, media, MITSUBISHI UFJ FINANCIAL GRO, Philippines, Technology, Valuation

The Philippines’ top mobile payments provider GCash is still keen on going public after its latest investment round pushed the fintech company’s valuation to $5 billion.“We recognize that the new round of investments further strengthens Mynt’s ability and position coming into an IPO,” Globe Fintech Innovations Inc. CEO Martha Sazon said Wednesday. Globe Fintech, or Mynt, is the parent of GCash and the entity that will do the initial public offering. Source link lol

06 Aug

TSMC Named Top Pick at Morgan Stanley After Record Selloff

stp2y0 CommentsRAG modelsEarnings, Emerging Markets, finance, Markets, MORGAN STANLEY, Stock Index, taiwan, TAIWAN SEMICONDUCTOR MANUFAC, Technology, Utilities, Valuation

Taiwan Semiconductor Manufacturing Co. is being touted as a “top pick” by Morgan Stanley after its shares plunged by a record Monday amid the global stock rout.“We like TSMC’s quality and defensive nature during an elongated semi downcycle,” Morgan Stanley analysts including Charlie Chan wrote in a note published Monday. The stock is trading at 16 times projected earnings estimates for 2025, a valuation the analysts say is “attractive again.” Source link lol

06 Aug

Nvidia’s Next-Generation AI Chip Rollout Slowed by Engineering Snags

stp2y0 CommentsRAG modelsADVANCED MICRO DEVICES, ALPHABET INC-CL A, artificial intelligence, engineering, infrastructure, Jensen Huang, MICROSOFT CORP, TAIWAN SEMICONDUCTOR MANUFAC, Technology, TORONTO-DOMINION BANK, Valuation

Nvidia Corp. hit engineering snags in the development of two new advanced chips, slowing the release of some products designed to extend its lead in the market for artificial intelligence computing.The delays affected the company’s highly anticipated Blackwell lineup, which Nvidia announcedBloomberg Terminal in March, according to people familiar with the situation. A version of the chip — known as an AI accelerator — is being reworked to better work with data center infrastructure designed for an earlier chip, the Hopper H100. Source link lol

30 Jul

Microsoft Needs to Show Azure Strength to Stem Great Rotation

stp2y0 CommentsRAG modelsALPHABET INC-CL A, AMAZON.COM INC, APPLE INC, artificial intelligence, Earnings, Fund Manager, MICROSOFT CORP, Software Company, Technology, Valuation, Wall Street

After a $2.3-trillion Nasdaq 100 wipeout, investors are nervously awaiting Microsoft Corp.’s earnings report to see whether the software maker can turn the tide.Traders are increasingly concerned that tech firms aren’t yet seeing returns from heavy investments in artificial intelligence. Shares in Alphabet Inc. slid last week after the Google parent reported higher-than-expected spending, adding to a broader selloff for Big Tech. That’s raised the bar for Microsoft, which is trading at a fairly hefty valuation of about 32 times projected profits and needs to show AI-related spending is translating into sales growth for its Azure cloud business. Source link…

19 Jun

TSMC ADRs Nears $1 Trillion Club Amid Flurry of Target Upgrades

stp2y0 CommentsRAG modelsartificial intelligence, BERKSHIRE HATHAWAY INC-CL A, CITIGROUP INC, Earnings, GOLDMAN SACHS GROUP INC, JPMORGAN CHASE & CO, Markets, TAIWAN SEMICONDUCTOR MANUFAC, Technology, Valuation, Wall Street

The bullish chorus on Taiwan Semiconductor Manufacturing Co. is growing even louder as a stock rally puts its market capitalization one step closer to the $1 trillion milestone.TSMC overtook Berkshire Hathaway Inc. last week to become the eighth-largest company globally in terms of market capitalization, based on the firm’s US-listed ADRs. The depository receipts’ 73% gain this year has boosted the firm’s market value to $932 billion, shy of the $1 trillion threshold. Source link lol