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Texas Instruments to webcast Q3 2025 earnings conference call
Prnewswire· 2025-10-01 15:32
Accessibility StatementSkip Navigation DALLAS, Oct. 1, 2025 /PRNewswire/ --Â Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its third quarter 2025 earnings conference call on Tuesday, Oct. 21, at 3:30 p.m. Central time. Haviv Ilan, president and chief executive officer, Rafael Lizardi, senior vice president and chief financial officer, and Mike Beckman, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience. You can ...
Avadel: Mispriced Leader In Once-Nightly Sleep Therapies
Seeking Alpha· 2025-09-30 09:20
I am a recent graduate, SUNY Old Westbury, cum laude, deeply passionate in equity and commodity markets, valuation modeling and financial derivatives. I spend most of my time looking for and modeling new opportunities in capital markets. I primarily model businesses in the AI, semiconductors, biotech, natural resources and mining space. I am publishing to Seeking Alpha to share my passion with other investors.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compan ...
Patrick Moorhead: Trump admin floating tariffs as U.S. lacks enough chip capacity
CNBC Television· 2025-09-26 16:00
Trump administration reportedly considering a plan to pressure chip companies to continue to boost their uh domestic manufacturing. Wall Street Journal reporting that the policy would impose a tariff on companies whose customers import more semiconductors than they make in the US. Joining us now is more insights and strategy CEO, chief analyst as well.You got a lot of jobs there, Patrick Moorehead. Uh Patrick, always good to have you. I guess let's start off on that.Again, it's not something that's going to ...
X @The Wall Street Journal
The Wall Street Journal· 2025-09-26 12:54
Exclusive: The Trump administration is weighing a new plan to reduce dramatically the U.S.’s reliance on semiconductors made overseas, hoping to spur domestic manufacturing and reshape global supply chains https://t.co/S9QTfApcOi ...
X @The Wall Street Journal
The Wall Street Journal· 2025-09-26 09:43
Exclusive: The Trump administration is weighing a new plan to dramatically reduce the U.S.’s reliance on semiconductors made overseas, hoping to spur domestic manufacturing and reshape global supply chains https://t.co/C6eSS8TpyC ...
How Diamonds Are Tweaked for Chips and Quantum Tech | WSJ Tech Behind
The Wall Street Journal· 2025-09-25 14:00
- [Narrator] This is a synthetic diamond. It doesn't look anything like jewelry because that's not what it's for. We went inside one of the world's most innovative and closed off labs to see how it makes synthetic diamonds that are used to build everything from drills, to speakers, to lasers.It requires extreme conditions, like plasma heated to more than 3,600 degrees or pressures of 800,000 pounds per square inch. - Be effectively taking a Coke can and putting the Eiffel Tower on top of it. - [Narrator] Bu ...
IWMI: The Best Trade-Off Between Yields And Price Performance
Seeking Alpha· 2025-09-23 15:26
As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...
Fearing Chinese Economic Slowdown? Tap its Tech ETFs
ZACKS· 2025-09-19 11:01
Economic Overview - China's economy is losing momentum, with key indicators falling short of expectations due to weak domestic demand and efforts to manage industrial overcapacity [1] Retail Sector - Retail sales increased by 3.4% year-over-year in August, missing analysts' expectations of 3.9% and slowing from 3.7% in July [2] Industrial Production - Industrial production grew by 5.2% in August, down from 5.7% in July, marking the lowest level since August 2024. Economists had expected growth to remain unchanged [3] - Year-to-date fixed-asset investment rose by 0.5%, significantly below the 1.4% forecast and down from 1.6% growth in the January-July period [3] Technology Sector Investment - Despite pressures on various segments, investment opportunities in the Chinese tech sector remain promising due to a low-rate environment favorable for high-growth sectors [4] - China is heavily investing in artificial intelligence, robotics, and semiconductors, with state-driven investments in infrastructure and high-tech sectors contributing to modest growth [5] AI Development - The "AI Plus" plan aims to integrate AI across multiple fields, targeting over 70% penetration in six key sectors by 2027 and 90% by 2030, with a vision for a fully intelligent and digital economy by 2035 [6] Corporate Performance - Alibaba's shares have increased by 27.9% over the past month, while Baidu's shares rose by 27.8%, driven by advancements in AI technologies [7] Investment Products - Notable China tech-based ETFs have shown solid returns: Invesco China Technology ETF (CQQQ) up 17.2%, KraneShares CSI China Internet ETF (KWEB) up 13.0%, and KraneShares Hang Seng TECH Index ETF (KTEC) up 12.5% [8]
China's probe on Nvidia seems to have minimal financial impact, says Bernstein's Stacy Rasgon
CNBC Television· 2025-09-15 18:40
For more on what this may all mean or not mean, let's bring in Bernstein senior analyst Stacy Rasg. Stacy kind of hit with a an antirust accusation and the stock market snores. Well, you got to remember they're not selling anything in China right now. They want to they they want to and actually the reason we're they're not selling right now it is because of the China side.The US seems to be getting a little more flexible on that. Um it's sort of unfortunate because you know supposedly the antitrust piece th ...
Trump To Seal US-UK Tech Pact On AI, Chips And Quantum Computing During London Visit: Report - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-09-14 02:37
Group 1 - The United Kingdom and the United States are set to sign a major technology agreement focusing on collaboration in artificial intelligence, semiconductors, telecommunications, and quantum computing [1] - Major tech executives, including Nvidia CEO Jensen Huang and OpenAI's Sam Altman, will accompany President Trump during his UK visit, highlighting the importance of tech leaders in U.S.-UK collaboration [1] - BlackRock plans to invest $700 million in British data centers, indicating a deepening involvement of U.S. investment firms in the UK market [2] Group 2 - U.S. companies like Anthropic and OpenAI are establishing offices in London, while UK-based firms such as DeepMind are investing in partnerships with U.S. companies [3] - Both the UK and the U.S. have published AI Action Plans this year to enhance cooperation between their tech industries, aiming to create more opportunities for businesses and consumers [4]