Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note
Quick Read Rising Treasury yields sank MRVL 6% despite a bullish UBS AI note, exposing the risk of…
UBS Urges Buying Semtech and Marvell, Bullish on Long-Term AI Momentum — BigGo Finance
As semiconductor earnings season approaches, UBS analyst Timothy Arcuri has simultaneously highlighted Semtech (SMTC.US) and Marvell Technology (MRVL.US),…
Micron poised for “structural reset” in earnings power, UBS says, as HBM squeeze tightens further
Micron poised for “structural reset” in earnings power, UBS says, as HBM squeeze tightens further Proactive uses images…
Swiss startup AI Infrastructure Capital AG launches with €16 million to tackle AI compute bottleneck
AI Infrastructure Capital AG, a newly founded Swiss company that buys servers, runs them at sites with renewable…
This NVDA Partner’s Stock Jumps 7% — Why UBS Sees 38% Upside For Amkor Technology
UBS said Amkor’s expanded $1.5-billion partnership with Nvidia strengthens its position in packaging next-generation AI chips and could…
UBS: China’s AI Training Costs Just One-Tenth of Overseas Rivals, Gross Margins Still Hit 40%; Jensen Huang Urges US Firms to Embrace Open Source
China’s cost competitiveness in artificial intelligence (AI) large models has once again become a global focal point. A…
BMS claims pharma’s most powerful AI supercomputer. How it stacks up to Lilly’s and Roche’s.
Bristol Myers Squibb said Monday it will deploy an NVIDIA DGX SuperPOD, a prepackaged supercomputing platform that NVIDIA…
Sky Intelligence Partners with Nvidia, ABB to Publish Physical AI White Paper for Manufacturing — BigGo Finance
Digital twin and synthetic data infrastructure company Sky Intelligence has participated as a key contributing organization in the…
SkyIntelligence Deepens Physical AI Partnership with Nvidia, ABB Robotics
Lee Jae-cheol (left), CEO of Sky Intelligence, celebrates the release of a white paper on physical AI for…
Chinese AI Models Rattle Western Markets; UBS Warns $5.3 Trillion Data Center Investment Could Be Disrupted by Low-Cost Rivals — BigGo Finance
Chinese artificial intelligence (AI) large language models are penetrating Western enterprise markets at a striking pace with technological…
UBS Reveals Stunning AI Power Shift: Memory Trio Displaces Tech Giants, Economic Profit Could Hit $1.4 Trillion — BigGo Finance
Artificial intelligence’s winner landscape is undergoing a structural, large-scale transformation. UBS Group’s research division, Holt, has released a…
UBS Raises SK Hynix Target to ₩3.2 Million, Unfazed by 8% Plunge — BigGo Finance
Just as global investors are hesitating over the outlook for the memory chip sector, Swiss banking giant UBS…