The shares of the major US technology companies, which had performed very well for a long time, have also fallen recently. The latest half-year figures left the market with mixed feelings: although the figures were largely as expected, there were hardly any increases in profit expectations. Nevertheless, the outlook remains positive, which for fund manager Bernhard Ruttenstorfer has several reasons.
Article on tag "Intel"
Semiconductor Industry Picking up Speed Again: AI Chips Are Booming
After a period of declining sales, the semiconductor industry is expected to get back on track and return to growth in 2024. In particular, chips developed specifically for AI applications are a big driver of the boom.
Massive Investments to Solve Chip Industry’s Supply Bottlenecks as Demand Soars Further
The increased demand for semiconductors continues to cause supply bottlenecks. This is why the EU wants to boost Europe’s share of the global market in semiconductor production. In particular, computers and mobile phones as well as consumer electronics are in demand.
US earnings season gets off to a positive start, Netflix with record figures
On the world’s stock exchanges, earnings season in the USA is being followed with great interest. During this period, almost all major listed US companies report on their past financial quarter and give an outlook for the coming year.
Artificial Intelligence as investment in the future
Artificial intelligence opens up new opportunities to invest. Which developments and companies are most interesting? And how is the best way to do it?