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2023-06-15

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2023-06-14

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May Inflation Report Shouldn't Change The Fed's Mind

2023-06-14

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2023-06-14

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2023-05-27

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Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

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The report is the first of two popular reports used to gauge price inflation in the econom","content":"<html><head></head><body><p>Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The results were mixed as headline inflation plummeted to 4.1% year over year, down 0.9% from last month. Core inflation remained stubborn at 5.3%, down 0.2% from last month.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56fbfd60c0988a83e98f73a9ce8bbb10\" tg-width=\"575\" tg-height=\"411\"/></p><p>Bureau of Labor Statistics</p><p>After two years of higher headline inflation than core inflation, the trend has reversed over the last couple of months. The 120-basis point discount in headline inflation is led by a large drop in energy prices. Food inflation continues to decline, but still remains robustly over 6%. Economists hope that the deflationary pull in energy pricing will spread to the broader sectors over the next several months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4893e53640494a84cf04575fd980d49\" tg-width=\"614\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/451e63ea2175f04ff62a65fb355c8372\" tg-width=\"614\" tg-height=\"465\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce5d3e3c875059ee5ded1b4d8475d0b9\" tg-width=\"618\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p>Despite the stubborn nature of the core CPI number, there was some promising data within the inflation report. First, nondurable goods, which are products that are disposable in nature, saw their price increase decline to just 1% year over year. This was the best reading in nearly two and a half years. Housing, which has seemed particularly stubborn with increased inflation up to January of this year, recorded its fourth consecutive month of disinflationary activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea852b08d8d277c24afb5f2c68d08943\" tg-width=\"613\" tg-height=\"470\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7cc32fd4d2fa6cb293c8c4adfa962d4\" tg-width=\"619\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p>Yet, challenges remain in the Fed’s battle for price stability. Service sector pricing, despite dropping for the third consecutive month, remains elevated at 6.6%, just 0.7% away from its cyclical highs. Rent inflation finally dropped for the first time from its cycle high, but only by 0.1%. At 8.7%, rent inflation is far above any measures of price stability.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/660fdbe750972bd0c693afd7ad7758d5\" tg-width=\"618\" tg-height=\"471\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5db714c46b86183d11028d66c84aaeff\" tg-width=\"614\" tg-height=\"467\"/></p><p>Bureau of Labor Statistics</p><p>What may be most concerning is that there is nothing in the last twelve months of inflation data to show that core inflation is making any further progress. Currently, the last three months of inflation reports annualized is at 4.9%, and it represents the best possible near-term floor for core inflation. With progress moving slowly, it appears as if 2% core inflation may be more than two years out (at this rate).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9e066f11e4bf069725b401b990574be\" tg-width=\"617\" tg-height=\"482\"/></p><p>Bureau of Labor Statistics</p><p>As for the Federal Reserve meeting tomorrow, I do think the committee will hold steady on rates, mainly because that was telegraphed into their economic projections back in March. However, do not be surprised if the Fed projects a 25 basis point increase into the forecasts for later this year, with a pause to follow. This would be due to the lack of progression along the Phillips Curve when it comes to both inflation and unemployment. While May’s readings in both areas moved us in the right direction, they are far off from the Fed&#39;s most recent 2023 estimates and even further away from the long-term targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ff712eee915ca0a872568d0d1b4b957\" tg-width=\"612\" tg-height=\"375\"/></p><p>Bureau of Labor Statistics</p><p>The June inflation report is likely to bring another downward drop in headline inflation as June 2022&#39;s 1.2% month over month inflation number will fall off the report. It is quite possible that we may be looking at a 3.0% headline number next month, but with energy being the primary driver behind disinflation, these trends can only continue if we see broader improvement in other pricing categories.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ebf24b7338137ac35d4fbcf625339db7\" tg-width=\"632\" tg-height=\"476\"/></p><p>Bureau of Labor Statistics</p><p>Overall, the May inflation report represents a slow step in the right direction. The Fed will need to determine tomorrow whether the pace of disinflationary activity is acceptable or not. This communication point, combined with the latest economic projections, are what I will be looking for from the committee tomorrow.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>May Inflation Report Shouldn't Change The Fed's Mind</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMay Inflation Report Shouldn't Change The Fed's Mind\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343779796","content_text":"Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The results were mixed as headline inflation plummeted to 4.1% year over year, down 0.9% from last month. Core inflation remained stubborn at 5.3%, down 0.2% from last month.Bureau of Labor StatisticsAfter two years of higher headline inflation than core inflation, the trend has reversed over the last couple of months. The 120-basis point discount in headline inflation is led by a large drop in energy prices. Food inflation continues to decline, but still remains robustly over 6%. Economists hope that the deflationary pull in energy pricing will spread to the broader sectors over the next several months.Bureau of Labor StatisticsBureau of Labor StatisticsBureau of Labor StatisticsDespite the stubborn nature of the core CPI number, there was some promising data within the inflation report. First, nondurable goods, which are products that are disposable in nature, saw their price increase decline to just 1% year over year. This was the best reading in nearly two and a half years. Housing, which has seemed particularly stubborn with increased inflation up to January of this year, recorded its fourth consecutive month of disinflationary activity.Bureau of Labor StatisticsBureau of Labor StatisticsYet, challenges remain in the Fed’s battle for price stability. Service sector pricing, despite dropping for the third consecutive month, remains elevated at 6.6%, just 0.7% away from its cyclical highs. Rent inflation finally dropped for the first time from its cycle high, but only by 0.1%. At 8.7%, rent inflation is far above any measures of price stability.Bureau of Labor StatisticsBureau of Labor StatisticsWhat may be most concerning is that there is nothing in the last twelve months of inflation data to show that core inflation is making any further progress. Currently, the last three months of inflation reports annualized is at 4.9%, and it represents the best possible near-term floor for core inflation. With progress moving slowly, it appears as if 2% core inflation may be more than two years out (at this rate).Bureau of Labor StatisticsAs for the Federal Reserve meeting tomorrow, I do think the committee will hold steady on rates, mainly because that was telegraphed into their economic projections back in March. However, do not be surprised if the Fed projects a 25 basis point increase into the forecasts for later this year, with a pause to follow. This would be due to the lack of progression along the Phillips Curve when it comes to both inflation and unemployment. While May’s readings in both areas moved us in the right direction, they are far off from the Fed's most recent 2023 estimates and even further away from the long-term targets.Bureau of Labor StatisticsThe June inflation report is likely to bring another downward drop in headline inflation as June 2022's 1.2% month over month inflation number will fall off the report. It is quite possible that we may be looking at a 3.0% headline number next month, but with energy being the primary driver behind disinflation, these trends can only continue if we see broader improvement in other pricing categories.Bureau of Labor StatisticsOverall, the May inflation report represents a slow step in the right direction. The Fed will need to determine tomorrow whether the pace of disinflationary activity is acceptable or not. This communication point, combined with the latest economic projections, are what I will be looking for from the committee tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187054215114896,"gmtCreate":1686706952553,"gmtModify":1686707744911,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187054215114896","repostId":"2343779796","repostType":2,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187035694076024,"gmtCreate":1686702419523,"gmtModify":1686706587960,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thank","listText":"Thank","text":"Thank","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187035694076024","repostId":"1139427795","repostType":2,"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979086946,"gmtCreate":1685181927085,"gmtModify":1685185696878,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979086946","repostId":"1160102314","repostType":2,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","NVDA":"英伟达","TSM":"台积电","MU":"美光科技","AMD":"美国超微公司","MSFT":"微软","META":"Meta Platforms, Inc."},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9979086946,"gmtCreate":1685181927085,"gmtModify":1685185696878,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979086946","repostId":"1160102314","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187054215114896,"gmtCreate":1686706952553,"gmtModify":1686707744911,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187054215114896","repostId":"2343779796","repostType":2,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187422094803064,"gmtCreate":1686785196039,"gmtModify":1686785198156,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BK4574\">$Self-driving(BK4574)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/BK4574\">$Self-driving(BK4574)$ &nbsp;</a>","text":"$Self-driving(BK4574)$","images":[{"img":"https://community-static.tradeup.com/news/2516a8cd944052a3b33b950913f62585","width":"720","height":"1359"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187422094803064","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187054935773192,"gmtCreate":1686706982736,"gmtModify":1686707743049,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187054935773192","repostId":"2343779796","repostType":2,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187035694076024,"gmtCreate":1686702419523,"gmtModify":1686706587960,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thank","listText":"Thank","text":"Thank","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187035694076024","repostId":"1139427795","repostType":2,"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}