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Nvidia Stock: Lowering our Fair Value Due to Heightened China Restrictions
Nvidia NVDA expects to incur $5.5 billion of write-offs associated with its H20 artificial intelligence GPU, as the US has ...
Asian Stock Markets Fall on Tariff Concerns — 2nd Update
Asian currencies were mixed, with the safe-haven yen strengthening around 0.7% to 142.30 to the U.S. dollar. The dollar edged 0.1% higher to 4.4170 versus the Malaysian ringgit, while the Australian ...
U.K. Inflation Eases as Tariff Turmoil Pushes Bank of England Toward Rate Cut — 3rd Update
The consumer-price index rose 2.6% in March from a year earlier, slowing from an annual rate of inflation of 2.8% in February, the U.K.'s Office for National Statistics said Wednesday. Inflation came ...
ASML Logs Weak Orders, Warns on Tariff Uncertainty — 3rd Update
ASML Holding posted orders below analysts' projections for the first quarter as chip makers held back spending on its semiconductor-making machinery, and warned that U.S. President Trump's erratic ...
ASML, a key microchip bellwether, disappoints on orders
ASML's president and chief executive officer, Christophe Fouquet, said "recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a ...
EQT Says Its Portfolio Has Limited Direct Tariff Exposure, But Sees Impact on Exit Plans
EQT expects tariffs to have a limited first-order impact on its portfolio companies and assets, but it is closely monitoring and assessing any second and third order impacts, be it a slowdown in ...
Asian Stock Markets Fall on Tariff Concerns — Update
Asian equity markets declined on Wednesday, following U.S. stock futures lower as caution prevailed, with investors awaiting further clarity on the Trump administration's trade policies while ...
China Appoints New Trade Negotiator Amid U.S. Tariff War
China has appointed a new top trade negotiator amid the tariff war with the U.S. Li Chenggang was named international trade representative and vice commerce minister, according to a statement ...
ASML Orders Miss Forecasts as It Warns on Tariff Volatility — Update
ASML said that 1.2 billion euros in orders were for its high-end extreme ultraviolet lithography systems that let semiconductor manufacturers print the most intricate layers on chips. Analysts had ...
Here's where to find top investment newsletters' favorite undervalued stocks
The consumer sector doesn't deserve to be so deeply out of favor Despite being more out of favor than at almost any point since 2005, consumer stocks are among the most highly recommended by the ...
Nvidia Says U.S. Implements Chip Export Restrictions to China, Warns of $5.5 Billion Charge
Nvidia said that the Trump Administration is putting into effect restrictions on its exports to China and what are known as digital nations, together with an ultimate parent in these countries, that ...