Stocks of artificial intelligence fleasincluding NVIDIA Corp Nvda,, Advanced Micro Devices, Inc Dmla,, Taiwan semiconductor manufacturing co TSM,, Broadcom Inc Avo,, Arm holdings ARMAnd Micron Technology, Inc MuIs it negotiating down on Thursday in sympathy with the IA infrastructure stock Marvell Technology Inc Mu.
Wednesday, Marvell reported in the fourth quarter An adjusted benefit of 60 cents per share, beating the estimate of the consensus of 59 cents. The quarterly income was $ 1.82 billion, up 27%, beating the estimate of the $ 1.79 billion analysts’ consensus.
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Strong growth in the final market of its data center has resulted in growth. Marvell provides turnover in the first quarter of $ 1.78 billion to $ 1.96 billion, against the estimation of $ 1.87 billion.
The company awaits overall income from The automatic and industrial final market to sequentially refuse in high percentage figures.
THE Puce stock ai SELLOFF also reflects concerns about the possible abolition of subsidies to American fleas for manufacturers of contractual fleas like Taiwan semiconductor in order to build their semiconductor chips in the country. President Donald Trump recently indicated his desire to remove the American flea law.
Next week, President Donald Trump will meet the leaders of some of the main technological companies, in particular HP INC Hpq,, Intel Corp Intruder,, International Business Corp Machines IBMAnd Qualcomm Inc Qcomwho are vulnerable to potential strict Trump price policies in the computer equipment industry, Bloomberg reports.
Prices can make manufacturing centers like China more expensive and potentially disturbing supply chains. Consequently, technological companies have requested transparency on the export restrictions of advanced technologies to artificial intelligence data centers.
Meanwhile, the president of Taiwan, Lai Ching-Te, and the semi-CEO of Taiwan CC Wei held a Swinking press Thursday And said he was “not afraid” of losing Washington’s subsidies for his massive American investments.
Earlier this week, the Taiwanese contract Chopaker has announced its intention to invest an additional $ 100 billion in its American facilities in addition to its existing investment of $ 65 billion. Any additional American investment made by TSMC would require the approval of the Taiwan government. Taiwan argued that the country would continue to be the advanced headquarters of semiconductors.
Price action: The NVDA action is down 4.4%, TSM -3.38%, Qcom -1.55%, Avgo -5.20%during the last check on Thursday.
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Photo: Nazrul Iznan via the shuttle
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