Global chip revenues to hit $725 billion in 2025Nvidia seen as a sector winner on Blackwell deploymentCadence Designs and ON Semiconductor other predicted winnersMicrochip industry sales are set to rise by 15% in 2025, believes Bank of America, hitting $725 billion. No prizes for guessing that Nvidia (NVDA:NASDAQ) is a predicted winner.'We see 2025 as a year of two different trends. In the first h

The Nasdaq Composite index closed at a record high in mid-December as tech continued to drive returns ahead of the last Federal Reserve policy meeting of the year.Having recently smashed through the 20,000 mark, the index closed at 20,173.89 on 16 December, boosted by sharp jumps for Tesla (TSLA:NASDAQ) and chipmaker Broadcom (AVGO:NASDAQ).The Nasdaq 100 also closed at an all-time high 22,096.66.B

Predicting what will happen to the global economy and markets over the next 12 months is hard enough at the best of times, but with Trump's election victory on 5 November that job has become even more difficult.As Deutsche Bank's head of global economics and thematics Jim Reid put it, the outlook is no longer 'business as usual' which opens up a much wider range of potential outcomes for the globa

Dutch chip kit maker slumps 16% after revenue scareLeads to widespread semiconductor sector sell-offOrders weakness not in the AI spaceFresh off of a record close on Monday (14 Oct), Nvidia (NVDA:NASDAQ) stock fell sharply as part of a semiconductor chip stock slump after ASML's (ASML:AMS) droopy revenue warning.Losing 4.5% equates to a $145 billion wipe out for Nvidia. Other names like Arm Holdin

Unsuspecting US investors returning to the office after the long Labour Day weekend on Tuesday (3 Sep) were given a rude awakening with US indices falling hard, led by the Technology-focused Nasdaq Composite index.AI darling Nvidia (NVDA:NASDAQ) was the third biggest faller in the S&P 500 index, down around 15% on the week, after news broke that the chip designer was facing a probe by the US Depar

Starbucks soars on Mr Fixit appointmentWalmart impressesVictoria's not so secret new CEOWorries about a widespread US bear market or recession have proved short-lived and tech stocks have been the real winners over the past week on Wall Street with investors piling back in to names they know and trust. Think Nvidia (NVDA:NASDAQ), Micron Technology (MU:NASDAQ), Broadcom (AVGO:NASDAQ), who have led

It seems fair to say Broadcom (AVGO:NASDAQ) is one of the unsung heroes of the modern technological revolution. A couple of years back, the Silicon Valley semiconductor and infrastructure software business had a market valuation of about $220 billion based on a share price of around $44.As the AI (artificial intelligence) investment story emerged, talk in investment circles was all about OpenAI, l

US-listed software analytics and bitcoin hoarder MicroStrategy (MSTR:NASDAQ) is primed to pull the trigger on a 10-for-one stock split after the close of trading tonight (1 Aug).All shareholders will receive nine additional shares for each one they own, which are expected to be distributed after markets close on 7 August, with trading starting from 8 August.Investors have become familiar with shar

Pretty much all investors are tech investors. Whether you like the space or not, it is almost impossible to avoid owning exposure to the technology sector. More than a few analysts have referred to tech as a utility, as vital to modern everyday life as water, electricity, steel, and oil.For example, of the top 10 holdings of the £60.4 billion iShares Core MSCI World ETF (SWDA) ? the biggest world

Shares up 2% in early tradingCompany recently debuted on London Stock ExchangeJP Morgan short position made on June 25Shares in Raspberry Pi (RPI) were up more than 2% this morning to 410p despite it emerging that the asset management arm of US investment bank JPMorgan (JPM:NYSE) has taken a short position in the affordable computer developer.Short sellers pay a fee to borrow shares from existing

Chief executive compensation has long been out of whack with the average worker. According to the Economic Policy Institute, US chief executive pay has increased 1,209% since 1978 compared with a 15.3% rise in typical worker's pay.Put another way, in 2022 CEOs were paid 344 times as much as the average worker, up from 21 times in 1965.Elon Musk has taken the inequality debate to an entirely new le

Over the coming years investors in ETFs (exchange-traded funds) can expect further flexibility and choice as actively managed products move into the mainstream and a broader range of themes and investment areas are captured by the industry.In this article we will look at some of the emerging developments in the ETF space and highlight four products tailored to different investment objectives and a

US stocks markets scaled new all-time highs after consumer prices and producer prices came in cooler than economists expected, potentially opening the door for the Federal Reserve to loosen monetary policy sooner.Fed chair Jerome Powell welcomed the latest inflation data but remained hawkish in his view that rates would remain on hold until Fed committee members gained more confidence in the susta

'Quality investing' is the style pursued by the world's most famous investor Warren Buffett and Terry Smith, arguably the best-known British fund manager who runs the five-star Morningstar-rated Fundsmith Equity (B41YBW7) and consistently favours quality firms. Quality investing has generated strong long-run returns for its practitioners, including Buffett, but how do the leading fund managers off

VanEck Semiconductor ETF (SMGB) £34.34Fund size: £1.62 billion'We have no doubts that Nvidia (NVDA:NASDAQ) is going to become the biggest company in the world in time.' So says Stephen Yiu, manager of the Blue Whale Growth (BD6PG78) fund, which has consistently upped its stake in the AI chip champion since first investing in 2021.Blue Whale doesn't publicly disclose its stake sizes but data from

Multi-billion dollar subsidised investment agreed in ArizonaNew plant will make world?s most advanced AI chipsNvidia believed to be TSMC?s biggest customerShares of Taiwan Semiconductor Manufacturing Company (2330:TPE) surged to a record high on 9 April 2024 after the world?s largest contract chipmaker unveiled plans for a new chip fabrication plant in the US state of Arizona as part of the Biden

Semiconductors are the bedrock of the digital economy, core enablers of the data revolution and at the forefront of technological innovation. The semiconductor industry could be set for exponential growth driven by the mega forces of AI (artificial intelligence) and digitalisation, as well as those of geopolitics and economic competition.Investors looking to gain semiconductor exposure have the op

It hasn?t been a blockbuster week for US stocks, but the S&P 500 index has quietly crept back towards the 4,600 level putting it less than 5% below its January 2022 record high of 4796.56.A rally in large-cap tech stocks such as Alphabet (GOOG:NASDAQ) and Apple (AAPL:NASDAQ) have helped the mood, while investors have also been looking for ? and finding ? evidence of a cooling of the US economy to

- Revenues and earnings better than forecast - Stock up 3%, continuing strong recent run- CEO Tan stays deliberately vague on guidanceSemiconductors bellwether Broadcom (AVGO:NASDAQ) beat the street in its latest quarter (to 31 Oct), but management remains very cagey about the year ahead.The San Jose-based microchip firm reported fiscal fourth-quarter net income of $3.31 billion, or $7.83 a share,

Among the strategies that can richly reward those investors with a bit of patience is dividend growth investing.At its heart this involves putting money to work in companies that compound their earnings over time and convert a high proportion of profits into the cold, hard cash needed to fund consistent increases in the shareholder reward.One fan of this investing style is legendary US fund manage