Outside of AI, chip sector is 'not all that great': Analyst


by Yahoo Finance

Yahoo Finance— Shares of Super Micro Computer (SMCI) fell sharply Friday after the company opted not to pre-announce its first-quarter results. This development comes as the semiconductor sector undergoes a sector-wide correction. Bernstein Managing Director and Senior Analyst Stacy Rasgon joins Market Domination to provide insights into this situation. Rasgon acknowledges that while the chip sector is undergoing a correction, "outside of AI" the industry has not been performing well. He notes that other...

Yahoo Finance—Meta is out-executing its peers on generative AI: Analyst. Meta Platforms (META) posted first-quarter earnings results above analyst estimates, posting adjusted earnings of $4.71 per share and $36.46 billion in revenue. Meta shares plummeted by over 10% after releasing earnings after Wednesday's market close, many experts attributing this reaction to the social media giant's second-quarter outlook. Roth MKM Managing Director and Senior Research Analyst Rohit Kulkarni comes on Market Domination Overtime to talk about what could become Meta's next big...

MacRumors—The MacRumors Show: AI Macs With M4 Chips. On this week's episode of The MacRumors Show, we discuss the latest AI consumer technology and Apple's rumored plans to bring major AI-focused hardware enhancements to the Mac later this year. Subscribe to The MacRumors Show YouTube channel for more videos We talk through the response to Humane's AI Pin and its widely acknowledged deficiencies, such as its limited utility, subpar camera performance, and steep price point. We also take a look at the Rabbit R1, another AI device that prompts...

Tech Times—Samsung Profits Increase After Riding AI Demand on Chips. Samsung is the latest company to profit from AI demand, as its profits have increased more than fourfold compared to a year earlier.