Zprávy o Tusima Network

Which semiconductor companies are best positioned for the next stage of AI spending, and where do Nvidia, AMD, Broadcom and TSMC stand?

Nvidia stock (NVDA) is trading near record highs at $225.30, up about 7% this week, ahead of its August 26 earnings report. Yet history carries a warning. The stock has dropped the day after earnings six times since August 2024, and each time its...

China’s Moonshot released Kimi K3 on Thursday, a model it says matches Anthropic’s Claude Fable and OpenAI’s GPT-5.6. US chip stocks sank as investors asked if America’s AI lead is safe. Kimi K3 packs 2.8 trillion parameters, making it the largest...

BitcoinWorld Coinbase to Launch Perpetual Futures for AI Infrastructure Stocks Including TSMC and Cerebras Coinbase announced plans to list perpetual futures contracts for four stocks tied to artificial intelligence infrastructure, with trading...

Artificial intelligence is rewriting Taiwan’s economic story. What was once a mid-sized, export-driven economy is now a $4+ trillion global market powerhouse. The demand for AI is turning the semiconductor sector into one of the most consequential...

NVIDIA dominates the AI chip market. But dominance doesn’t always mean the best risk-reward. With institutional money flow turning cautious, tariff headwinds on Taiwan-made chips, and a valuation demanding 60%+ sustained growth — smart money is...