7 August 2025 | 3:49PM CST Taiwan Technology: Semiconductors: Implication from proposed US tariff on semiconductors What happened? – US tariff on semiconductors Per Reuters, on August 6, 2025, President Trump said that the U.S. will impose a 100% tariff on imported semiconductor chips. Crucially, he included a carve-out – companies that are currently building or have committed to building manufacturing facilities in the US will be exempt from this tariff. While we note that the comments do not amount to a f ...

Axcelis (ACLS) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the second quarter twenty twenty five. My name is Sean Altmer, and I will be your coordinator for today. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You ...

SourceMuskonomy (@muskonomy):🚨BREAKING: Tesla is the top-selling EV brand in Europe for the first half of 2025!• Model Y: 69,766 units and clear #1• Model 3: Ranked #3 overall https://t.co/p0VCQcwMXb ...

hot take: being able come up with a reasonably accurate ev on the fly is one of the most underrated skills ...

Thanks, Sarah. Well, it's called the Xiaomi U7. This is an SUV that's going head-to-head with Tesla's Model Y here at $35,000.It's just slightly less than the Model Y. Um, it also includes a driver assistance technology. This is their most advanced one.They give that one away for free. So, that's unlike uh Tesla. And then both are seen as performance cars.And the Xiaomi is seen as one that has a bit of a a better range. Now in China, of course, as you guys were talking about, there are so many car makers th ...

Rivian's new truck and SUV EVs have a surprise: the ability to perform a kick turn with a single button press, no steering required.Check out our full hands on: https://t.co/fNwbz0oWgc https://t.co/wxuGyy5tJh ...

Core Insights - The article discusses the current trend of investors focusing on high-growth sectors such as AI and electric vehicles (EVs), emphasizing the importance of maximizing returns on investments [1]. Group 1: Analyst Background - The analyst has a background in petroleum and gas engineering and has transitioned into finance, driven by an interest in business growth and market reactions [1]. - The analyst holds FMVA® and BIDA® certifications from the Corporate Finance Institute, indicating a strong foundation in financial analysis [1]. - The focus areas include technology, infrastructure, and internet services, with a preference for companies that exhibit strong fundamentals and growth potential [1]. Group 2: Investment Philosophy - The article aims to foster thoughtful discussions around stocks, emphasizing long-term returns over short-term market fluctuations [1]. - The content is designed to connect with other investors who share a similar focus on sustainable investment strategies [1].

Chinese smartphone maker Xiaomi has pulled off something Apple failed to do despite a decade-long attempt, and that’s to make a car.@Lindadalew looks at what helped Xiaomi overtake Apple’s EV ambitions https://t.co/486n2qPKrG https://t.co/th2cEuQrZ5 ...

Lucid sales inch forward as EV maker pushes to ramp Gravity production | TechCrunch https://t.co/rQ2dQHV3ON ...

August 5th. Guys, send it back to you. >> Okay, Phil, I'll take it.Thank you, Phil LeBeau, let's continue the conversation. Our next guest has Rivian as one of his top picks in the EV space versus Tesla or perhaps the legacy automakers joining us at post nine value Works founder Charles Laminitis Charles, nice to have you here. >> Thank you for having me.>> Are you are called value works. But I don't think of Rivian as a value stock. Why do you view it that way.>> You know, it's important to us to build a d ...