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13.07.26 - 07:06
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Meta, MediaTek, TSMC push AI chips to challenge Google (Digitimes)
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Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud service providers. Qualcomm and Broadcom are expected to remain key partners and beneficiaries, while Arm is also involved, and MediaTek is described as a clear partner among Taiwanese IC design houses....
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11.07.26 - 23:00
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5 Charts To Navigate This Chaotic Market (ZeroHedge)
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5 Charts To Navigate This Chaotic Market
Authored by Adam Sharp via DailyReckoning.com,
I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next.
We're at a fascinating crossroads for markets, geopolitics, and finance.
Let's get started.
Semis Party Like It's 1999
First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more:
Source: Charlie Bilello
As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up to February 2000. That was the peak of the market, and tech stocks wouldn't recover for about 15 years.
And in the past 14 months, SOX is up 237%. Reminiscent of the dotcom days.
Maybe this time is different, and yes, the stocks are more profitable today. But it's undeniable that markets are getting bubbly. Semis are looking especially frothy. When AI spending inevitably slows down,...
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