Ben For loads of people, this isn't actually an issue of money for Intel. It's an issue of technology, and it's an issue of no customers. How did you react to Bloomberg's reporting in the last 24 hours.Yeah. I mean, I think we've been looking at this from some sort of a leaning in this direction for some time. I mean, obviously, when, you know, Trump came up and said what he what he said about let Bhutan, we felt that this was in light of wanting to do or at least have a broader conversation that that had n ...

Reuters reporting today that US authorities have been placing secret trackers into shipments of advanced semiconductors in an attempt to find chips that are being diverted into China. Christina Partzilla is digging into that story for today's tech check. And Christina, this is this is interesting.Wonder how effective that is. Yeah, it's a good point. Well, US authorities, like you said, just they may be tracking devices on shipments of advanced AI chips, but industry sources tell me we shouldn't expect to s ...

Reuters reporting today that US authorities have been placing secret trackers into shipments of advanced semiconductors in an attempt to find chips that are being diverted into China. Christina Partzine Neville is digging into that story for today's tech check. And Christina, this is this is interesting.Wonder how effective that is. >> Yeah, it's a good point. Well, US authorities, like you said, just they may be tracking devices on shipments of advanced AI chips, but industry sources tell me we shouldn't e ...

Core Viewpoint - The technology sector, particularly data centers, is experiencing significant growth in the U.S., creating investment opportunities in artificial intelligence, cloud computing, and semiconductors [1] Company Overview - Equinix Inc. (NASDAQ: EQIX) is a real estate investment trust (REIT) that leases data centers to major customers, presenting a substantial long-term investment opportunity [2][3] - The stock is currently trading at $787.32, with a 52-week range of $701.41 to $994.03 and a dividend yield of 2.38% [2] Financial Performance - Equinix reported adjusted funds from operations (AFFO) of $9.91 for the latest quarter, an 11% increase year-over-year, despite only 4% revenue growth [6][7] - The company's scale allows for favorable cost distribution, which is expected to translate into higher revenue as leases are booked [7] Market Sentiment - Wall Street analysts have a consensus Buy rating for Equinix, with a price target of $959.9 per share, indicating a potential upside of 23.7% [8] - The 12-month stock price forecast averages $962.24, with a high forecast of $1,200.00 and a low of $798.00 [9] Valuation Comparison - Equinix's price-to-earnings (P/E) ratio is 76.0x, significantly higher than the REIT industry average of 30.7x, positioning it as a premium name in the sector [11][12] - This premium valuation is justified by the strong fundamentals and financial story of Equinix, especially as attention shifts back to data centers [13]

>> “BLOOMBERG TECH” IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH. " COMING UP, BEIJING URGES LOCAL COMPANIES TO AVOID USING NVIDIA'S H20 PROCESSORS. MATT: ELON MUSK -- CAROLINE: ELON MUSK ACCUSES APPLE. >> AND WE WILL HAVE A DISCUSSION WITH THE CEO. CAROLINE: AND THE NASDAQ 100, THE S&P 500 WERE UP .6%. VOLATILE TRADE AS WE ADJUST THE CPI AND CONSUMER PRICE INFLATION COMING IN WHERE THE MARKET ANTICIPATED. THEY STILL THINK THEY HAVE ...

💥BREAKING:🇺🇸 PRESIDENT TRUMP ANNOUNCES 100% TARIFF ON ALL SEMICONDUCTORS ENTERING THE US, EXEMPTING COMPANIES THAT BUILD IN AMERICA. ...

The US is exploring ways to equip chips with better location-tracking capabilities, a senior official said, underscoring Washington’s effort to curtail the flow of semiconductors made by the likes of Nvidia to China https://t.co/TiZrMuvwbm ...

Core Insights - The analyst emphasizes a tech-focused approach to investment research, leveraging 25 years of experience in IT and investment to provide unique insights [1] - The analyst's background includes significant experience in virtualization, cloud technologies, and telecommunications, which informs their investment strategies [1] - The research covers various themes such as automated supply chains, Generative AI, telecommunications capital expenditures, and the deflationary nature of software and semiconductors [1] Investment Philosophy - The analyst adopts a moderate stance, focusing on capital preservation strategies, particularly in light of past losses during the Global Financial Crisis (GFC) [1] - The investment journey began with mutual and indexed funds, transitioning to individual stocks, highlighting a learning curve from previous investment mistakes [1] - The analyst values unique perspectives and insights from platforms like Seeking Alpha, which enhance the investment decision-making process [1] Professional Background - The analyst has held roles as an implementer, team leader, and project lead in the IT sector, particularly within telecommunications [1] - In addition to tech investments, the analyst also covers biotech with a focus on the intersection of technology and biology [1] - The analyst engages in non-profit work, contributing to community support and peer reviews in enterprise technology [1]

SOSV bets plasma will change everything from semiconductors to spacecraft | TechCrunch https://t.co/TKgYSBOfqd ...

The Japanese market has many positive factors, such as a recuperating economy after decades of disinflation and a high-tech sector that is increasingly participating as key suppliers to automation, AI, semiconductors, etc. It is also a relatively cheap market at 1.5x PEG. However, inExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. ...