AMD Feb 2025 260.000 put
- Yahoo Finance Video
US govt. weighs AI chip export controls, awards Wolfspeed grant
Morning Brief Co-Hosts Seana Smith and Brad Smith break down trending tickers and top developments in the semiconductor industry. The US government is contemplating imposing a cap on AI chip exports to specific countries. This potential measure would establish a ceiling on export licenses for major chip manufacturers like Nvidia (NVDA) and AMD (AMD). The Biden administration has already implemented restrictions on shipments to over 40 countries. Meanwhile, EV chipmaker Wolfspeed (WOLF) is set to receive $750 million in US CHIPS Act grants. These funds are for factory expansion plans in North Carolina and New York. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith
- Yahoo Finance Video
Hyperscalers in 'existential arms race' over chip spending: Analyst
Nvidia (NVDA) stock has been running and seems unstoppable as it in on the threshold to a new all-time high. The AI chipmaker announced that its Blackwell graphics processing unit (GPU) is currently sold out for the next 12 months, while Advanced Micro Devices' (AMD) newly unveiled Instinct MI325X AI chip was met with underwhelming enthusiasm by investors. Bernstein managing director and senior analyst Stacy Rasgon sits down with Julie Hyman and Josh Lipton for a conversation around the deepening race between AI chip makers and hyperscalers. "The gap in terms of timing between what Nvidia is delivering, what AMD is delivering is still very, very wide. I think it's still Nvidia's game to lose," Rasgon says. "People are foreseeing demand continuing, and they're actually making investments to enable that. And with with all these stocks, like there's a big worry that just the numbers have gotten so big so quickly. They're just worried about sustainability. "But, clearly everything we're seeing from the supply chain and the customers, it doesn't suggest that there's any sort of faltering of demand anytime soon." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.
- Barrons.com
Nvidia Stock Falls After ASML Earnings Leak Early. Why the Drop Is an Overreaction.
A small decline in Nvidia shares picked up speed Tuesday after ASML’s earnings appeared to leak out. ASML stock quickly tumbled 17% on the report, while Nvidia shares were down more than 4%.
