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Has a Golden Opportunity in the Graphics Card Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2516060394","media":"Motley Fool","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516060394?lang=en_us&edition=fundamental","pubTime":"2025-03-04 22:30","pubTimestamp":1741098600,"startTime":"0","endTime":"0","summary":"AMD is preparing to launch its RX 9000 series graphics cards.Nvidia has been prioritizing AI accelerators, so supplies of its latest graphics cards are tight.AMD has a chance to win considerable market share as Nvidia is distracted with AI.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.fool.com/investing/2025/03/04/amd-has-a-golden-opportunity-in-the-graphics-card/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fool_stock","symbols":["NVDY","LU1280957306.USD","NVIW.SI","IE00BDRTCR15.USD","3NVD.UK","LU2361045086.USD","LU0965508806.USD","AMD","LU0957808578.USD","LU1803068979.SGD","LU1066051811.HKD","LU2125154778.USD","LU1116320901.HKD","LU2430703095.HKD","NVDU","LU0683600562.USD","BK4575","LU1066053197.SGD","LU1366192091.USD","LU2092937148.SGD","SG9999014567.USD","LU0642271901.SGD","LU0672654240.SGD","NVDS","HK0000306701.USD","LU2505996509.AUD","BK4533","NVD2.UK","NVDD","2NVD.UK","LU0965509010.AUD","LU0640476718.USD","SNVD.UK","GFS","LU0061474960.USD","LU0081259029.USD","LU1923622614.USD","LU1069344957.HKD","SG9999014542.SGD","LU2242650005.HKD","BK4141","LU0868494617.USD","NVDS.UK","LU0238689110.USD","NVD3.UK","LU0943347566.SGD"],"gpt_icon":1},{"id":"2516671205","title":"TSMC's $100B commitment is the 'least bad' outcome to meet Trump’s likely goals","url":"https://stock-news.laohu8.com/highlight/detail?id=2516671205","media":"Investing.com","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516671205?lang=en_us&edition=fundamental","pubTime":"2025-03-04 21:49","pubTimestamp":1741096195,"startTime":"0","endTime":"0","summary":"Investing.com -- The $100 billion US commitment announced by U.S. President Donald Trump and Taiwan Semiconductor Manufacturing   is “the least bad” outcome for the contract manufacturer to meet Trump’s goals, according to Bernstein analysts.Earlier today, Trump and TSMC Chairman&CEO C.C. Wei jointly announced plans to expand the company’s investments in the U.S., with an additional $100 billion planned on top of the previously announced $65 billion.The move is set to create the largest single foreign investment in U.S. history, resulting in the construction of three new front-end fabrication plants, two advanced packaging facilities, and a major research and development center.The initiative will generate hundreds of billions of dollars in AI&other cutting-edge chips, 40,000 construction jobs, and tens of thousands of high-paying jobs in the country.“Intel will remain a customer,&a rival, but hardly a threatening one due to their high cost, poor execution&questionable 18A outlook. Mos","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/tsmcs-100b-commitment-least-bad-134955258.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU0642271901.SGD","LU2249611893.SGD","NVDS","NVDU","TSM","LU0868494617.USD","LU2028103732.USD","LU0170899867.USD","MNQmain","LU0353189763.USD","LU1261432733.SGD","USJW.SI","NVDS.UK","LU0215105999.USD","QID","IE0009356076.USD","SNVD.UK","QLD","NVDD","NVDY","INTC","LU1066051811.HKD","2NVD.UK","3NVD.UK","TQQQ","LU1839511570.USD","LU0234570918.USD","LU1069344957.HKD","LU2133065610.SGD","PSQ",".IXIC","USAW.SI","TSYW.SI","NVD3.UK","SQQQ","LU2592432038.USD","SG9999015358.SGD","AMD","LU2237957902.USD","NVDA","NVIW.SI","LU2360106780.USD","NVD2.UK","LU1983260115.SGD","NQmain","03145"],"gpt_icon":1},{"id":"2516732576","title":"Nvidia, AMD & Broadcom Plunge as Tariff Fears Rock Semiconductor Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2516732576","media":"GuruFocus.com","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516732576?lang=en_us&edition=fundamental","pubTime":"2025-03-04 20:37","pubTimestamp":1741091826,"startTime":"0","endTime":"0","summary":"March 4 - Stock prices for semiconductors dropped sharply on Monday after investors faced two issues: supply chain bypass activities by China and U.S. trade taxes becoming more likely. The Nvidia  stock price afforded investors more than an 8.5% decrease from its peak in January, which resulted in a shift to bear market classification. Sources from the industry have found that Chinese customers evade export restrictions through third-party brokers located in Malaysia and Taiwan alongside Vietnam. Singapore's government started a probe into suspicious trading methods, which deepened the market uncertainty.The situation became more unstable when President Trump declared his commitment to impose 25% tariffs on Mexican and Canadian imports starting Tuesday with no signs of future dialogue. Trade policy changes and uncertain supply chains sent all major U.S. stock indices, including Dow Jones, Nasdaq and S&P 500, into turmoil.This article first appeared on","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/nvidia-amd-broadcom-plunge-tariff-123706984.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["NVDY","BK4575","IE00BK4W5M84.HKD","LU0077335932.USD","IE00B19Z9P08.USD","AMD","LU1974910355.USD","LU0203202063.USD","AVGOP","LU0964807845.USD","NVDS.UK","3NVD.UK","LU1791710400.SGD","BK4598","LU1880398554.USD","IE00BJJMRX11.SGD","LU2505996681.GBP","2NVD.UK","LU2750360641.GBP","SNVD.UK","LU1923623000.USD","BK4588","NVD2.UK","LU1066051498.USD","NVIW.SI","LU2430703251.USD","SG9999014559.SGD","LU0215105999.USD","LU1242518857.USD","LU0265550359.USD","HK0000306701.USD","LU0795875169.SGD","BK4554","LU0353189763.USD","NVDD","NVDS","AVGO","GFS","LU2097344357.USD","NVDA","NVDU","LU2125909759.SGD","LU1674673691.USD","BK4543","LU2272731600.USD","SG9999001440.SGD","NVD3.UK"],"gpt_icon":1},{"id":"2516627096","title":"AMD Stock Rattles as China Throws Down New Gauntlet on Chip Production","url":"https://stock-news.laohu8.com/highlight/detail?id=2516627096","media":"TIPRANKS","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516627096?lang=en_us&edition=fundamental","pubTime":"2025-03-04 19:41","pubTimestamp":1741088471,"startTime":"0","endTime":"0","summary":"China is set to throw down a new challenge to U.S. semiconductor chips makers such as Advanced Micro Devices ($AMD) and NVDIA ($NVDA) by ramping up...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/amd-stock-rattles-as-china-throws-down-new-gauntlet-on-chip-production?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/amd-stock-rattles-as-china-throws-down-new-gauntlet-on-chip-production?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0107464264.USD","SNVD.UK","LU1974910355.USD","LU0096364046.USD","LU0417517546.SGD","NVIW.SI","LU0203201768.USD","SG9999014559.SGD","HK0000306685.HKD","AMD","GFS","3NVD.UK","IE00BJTD4V19.USD","LU0079474960.USD","NVD2.UK","NVDD","NVDS.UK","LU2125909247.SGD","NVDU","LU1720051108.HKD","LU1066051498.USD","LU2417539215.USD","LU2083900584.USD","LU1721428933.USD","LU0985320562.USD","LU0957808578.USD","IE00B775H168.HKD","LU0353189763.USD","NVDS","LU0198837287.USD","LU1868837300.USD","2NVD.UK","LU2211815571.USD","LU0444971666.USD","LU0109392836.USD","LU0494093205.USD","LU2360106780.USD","LU2750360997.AUD","LU1880398471.USD","IE00BK4W5M84.HKD","LU1496350502.SGD","NVD3.UK","LU2756315318.SGD","NVDY","IE00BKVL7J92.USD","IE00BK4W5L77.USD"],"gpt_icon":0},{"id":"2516621626","title":"2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $200 in March","url":"https://stock-news.laohu8.com/highlight/detail?id=2516621626","media":"Motley Fool","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516621626?lang=en_us&edition=fundamental","pubTime":"2025-03-04 17:30","pubTimestamp":1741080600,"startTime":"0","endTime":"0","summary":"The Nasdaq Composite has tumbled 3% year to date, creating buying opportunities in technology stocks for patient investors.Advanced Micro Devices missed the consensus data center sales estimate in the fourth quarter, and the stock looks cheap after its 16% decline.The Trade Desk missed its own revenue guidance in the fourth quarter, and the stock looks cheap after its 42% decline.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.fool.com/investing/2025/03/04/2-no-brainer-ai-stocks-to-buy-with-200-in-march/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fool_stock","symbols":["NVDD","NVDY","LU0494093205.USD","LU0203345920.USD","LU1506573853.SGD","LU0061474705.USD","LU2430703095.HKD","LU0672654240.SGD","LU0158827781.USD","AMD","NVIW.SI","LU1116320737.USD","LU0979878070.USD","LU1267930813.SGD","ON","LU0256863902.USD","2NVD.UK","LU2237443465.HKD","PEG","IE00BFXG0V08.USD","SG9999015341.SGD","NVD2.UK","LU0057025933.USD","SG9999015952.SGD","LU0943347566.SGD","GFS","USJW.SI","NVD3.UK","NVDU","SNVD.UK","LU0689472784.USD","NVDS.UK","DSP","LU2491050154.USD","3NVD.UK","LU0130518102.USD","NVDS","LU0321505439.SGD","LU0868494617.USD","USAW.SI","LU0957808578.USD"],"gpt_icon":1},{"id":"2516009613","title":"Exclusive-China to Issue Guidance to Encourage Use of Open-Source Risc-V Chips Nationwide -Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2516009613","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516009613?lang=en_us&edition=fundamental","pubTime":"2025-03-04 11:45","pubTimestamp":1741059930,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nL5N3PM08N:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"reuters_en_live","symbols":["LU0577902298.EUR","3NVD.UK","IE00BKVL7J92.USD","AMD","LU0634319403.HKD","LU0862451753.SGD","LU0531970944.HKD","600941","89988","SNVD.UK","NVD3.UK","LU0823041008.USD","NVD2.UK","LU0396098781.USD","HBBD.SI","LU0326950275.SGD","LU1366192091.USD","BABA","LU0345768153.USD","LU1868837136.USD","LU0308772762.SGD","LU0456846285.SGD","IE0005OL40V9.USD","LU1868836914.USD","LU2264538146.SGD","LU0203201768.USD","LU0320764755.SGD","NVD","NVDA","LU1989772840.SGD","LU2592432038.USD","INTC","NVDL","NVDX","LU1064130708.USD","LU0051755006.USD","NVDD","NVDS.UK","LU0203202063.USD","NVDU","NVIW.SI","2NVD.UK","LU1116320737.USD","NVDS","LU2237438978.USD","SG9999006514.SGD","LU0345775950.USD","LU1989772923.USD","09988","NVDY"],"gpt_icon":0},{"id":"2516066892","title":"Advanced Micro Devices, Inc. (AMD) Unveils RDNA 4-Powered Radeon RX 9000 Series for AI-Enhanced Gaming","url":"https://stock-news.laohu8.com/highlight/detail?id=2516066892","media":"Insider Monkey","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516066892?lang=en_us&edition=fundamental","pubTime":"2025-03-04 04:05","pubTimestamp":1741032324,"startTime":"0","endTime":"0","summary":"The tech world was already spooked when it got to know AI models could be developed more cheaply and efficiently. However, the landscape is shifting even further now that DeepSeek has revealed some cost and revenue data related to its V3 and R1 models.Its potential for massive profit margins — up to 545% in ideal conditions — highlights just how effective AI models can be. The new information from DeepSeek reveals the profit margins from less computationally intensive \"inference\" tasks. This is the stage after training that involves trained AI models making predictions or performing tasks, such as through chatbots.In a GitHub post published on Saturday, DeepSeek revealed that if we assume that the cost of renting one H800 chip is $2 per hour, the total daily inference cost for its V3 and R1 models is $87,072.However, DeepSeek has cautioned that its \"actual revenue is substantially lower\" because the cost of using its V3 model is lower than the R1 model. Moreover, only some services are","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/advanced-micro-devices-inc-amd-200524006.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU1242518931.SGD","LU0823434740.USD","LU1923623000.USD","LU1989764664.SGD","LU2458330243.SGD","LU1951200564.SGD","LU1852331112.SGD","LU0979878070.USD","LU1242518857.USD","LU1316542783.SGD","LU2264538146.SGD","LU0390134368.USD","LU0823421416.USD","LU0081259029.USD","LU0109392836.USD","LU1803068979.SGD","BK4529","IE00BMPRXN33.USD","LU1303367103.USD","GFS","LU0127658192.USD","BK4512","BK4575","LU0082616367.USD","LU2054465674.USD","LU2360106780.USD","BK4585","BK4534","LU1988902786.USD","BK4566","LU0823421333.USD","IE00BMPRXR70.SGD","LU0056508442.USD","IE0009356076.USD","LU0198837287.USD","LU0719512351.SGD","BK4141","BK4554","LU2098885051.SGD","LU1880398554.USD","LU0642271901.SGD","AMD","BK4543","LU1064131342.USD","LU2250418816.HKD","BK4588","LU0823434583.USD","LU1951198990.SGD","IE0004445239.USD","BK4573"],"gpt_icon":1},{"id":"2516283658","title":"Intel Gains as Nvidia, Broadcom Explore 18A Chip Manufacturing Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2516283658","media":"GuruFocus.com","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516283658?lang=en_us&edition=fundamental","pubTime":"2025-03-03 23:39","pubTimestamp":1741016386,"startTime":"0","endTime":"0","summary":"Intel  shares were up 5.82% at $25.11, gaining $1.38 in premarket trading as of 9:20:09 AM ET on Monday, following a report that Nvidia  and Broadcom  are testing their chips using Intel's 18A manufacturing process, according to Reuters. Broadcom's stock gained 2%, while Nvidia's remained flat.GuruFocus has detected 6 Warning Signs with INTC.The tests suggest both companies are considering whether to commit hundreds of millions of dollars in manufacturing contracts to Intel. A deal would provide a much-needed revenue boost to Intel's contract manufacturing business, which has faced delays and has yet to land a major chip designer as a customer.Advanced Micro Devices  is also evaluating Intel's 18A process, though it's unclear whether AMD has sent test chips for production, the report said.An Intel spokesperson confirmed strong interest in its 18A technology, but declined to comment on specific customers. The 18A process competes with Taiwan Semiconductor Manufacturing  in producing adv","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/intel-gains-nvidia-broadcom-explore-153946876.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU2054465674.USD","INTC","SNVD.UK","LU1861215975.USD","03145","TSYW.SI","LU2552382132.HKD","SQQQ","MNQmain","LU0094547139.USD","AVGOP","BK4533","LU0289961442.SGD","NVIW.SI","QLD","LU2552382058.USD","AMD","GFS","3NVD.UK","NVDD","LU2420271590.USD","NVD2.UK","SG9999001424.SGD","TQQQ","QID","AVGO","NVDS.UK","LU2357305700.SGD","USJW.SI","USAW.SI","NVDU","NVDA","NVDS","NVD","2NVD.UK","BK4549","LU0823421416.USD","NQmain","PSQ","NVDX","LU0154236417.USD","BK4566","LU0061474960.USD","NVD3.UK","NVDY",".IXIC","LU0082616367.USD"],"gpt_icon":1},{"id":"2516684103","title":"Latest News In AI Chips - AI and Cybersecurity: Visionary Insights at Dream Wealth Camp","url":"https://stock-news.laohu8.com/highlight/detail?id=2516684103","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516684103?lang=en_us&edition=fundamental","pubTime":"2025-03-03 19:07","pubTimestamp":1741000051,"startTime":"0","endTime":"0","summary":"Recent developments in the AI chip industry are highlighted as Cyber A.I. Group CEO Walter Hughes prepares to speak at the exclusive Dream Wealth Camp during SXSW 2025. The event, designed to explore the complexities of scaling businesses and wealth creation through digital transformation, will focus on the evolving role of cybersecurity and artificial intelligence in investment strategies. Cyber A.I. Group, known for its proactive acquisition of cybersecurity service providers, is leveraging AI to redefine wealth-building ecosystems. Hughes’ participation underscores the company’s commitment to shaping the future of cybersecurity through strategic acquisitions and innovation in the AI landscape.Elsewhere in the market, Credo Technology Group Holding was a standout up 4.9% and ending trading at $55.18. Meanwhile, Kioxia Holdings softened, down 6.7% to end trading at 2,492.If you're interested in the implications of emerging AI technologies on the investment landscape, don't miss our Ma","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/latest-news-ai-chips-ai-110731365.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU1642822529.SGD","3NVD.UK","AMD","LU1551013425.SGD","LU0444973449.USD","SNVD.UK","LU0957808578.USD","NVD3.UK","IE00BZ1G4Q59.USD","NVD2.UK","IE00BKPKM429.USD","LU1496350502.SGD","GFS","IE0004086264.USD","LU2106854487.HKD","LU0267386448.USD","LU0308772762.SGD","LU0354030511.USD","IE00BDRTCR15.USD","LU0061474960.USD","LU1242518931.SGD","LU2092627202.USD","LU1064131342.USD","IE00BJTD4N35.SGD","LU0170899867.USD","LU0823421416.USD","NVD","LU1145028129.USD","NVDA","INTC","BK4548","NVDX","LU0683600562.USD","BK4605","LU0251132253.USD","LU1791710582.SGD","LU1815336760.USD","LU0109391861.USD","NVDD","LU0096364046.USD","NVDS.UK","HK0000320264.USD","NVDU","NVIW.SI","2NVD.UK","LU2471134879.HKD","NVDS","BK4588","NVDY"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":3,"totalSize":400}]}}