The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia's AI boom. It is closer to the opposite. Broadcom's growth engine is custom AI silicon — the application-specific chips
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades at a discount to the
Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology's (NASDAQ: MU) fiscal third quarter is not the record $41.5 billion in
By Douglas Gillison, Tom Bergin, Chris Prentice and Isla Binnie WASHINGTON – President Donald Trump’s administration is expected to usher in a boom time for crypto but a Reuters review shows very few members of
Investing.com – The US dollar has been on a tear since its late-September 2024 lows, and UBS thinks this near-term strength is likely to persist in the first half of the new year, with room
By Kanishka Singh and David Brunnstrom WASHINGTON (Reuters) – New U.S. Secretary of State Marco Rubio held a call on Friday with Vietnam’s Deputy Prime Minister and Foreign Minister Bui Thanh Son in which he
Investing.com — Donald Trump’s inauguration week began with a relief rally in G10 currencies against the US dollar (USD), driven by a Wall Street Journal report hinting at a potential delay in tariffs. UBS strategists,
Investing.com– The Mexican peso weakened sharply on Sunday, while the Canadian dollar softened amid heightened fears that U.S. President Donald Trump will deliver on his tariff threats, after he imposed steep import duties on Colombia.
MEXICO CITY (Reuters) – The Mexican peso depreciated in international trade after U.S President Donald Trump announced he would impose tariffs on Colombia, reviving concerns about his trade policy. The currency, one of the most
Investing.com – Most Asian currencies weakened at the start of the week, pressured by a rebound in the U.S. dollar amid uncertainty surrounding President Donald Trump’s tariff policies, while weak Chinese factory data further dampened
