Chip fever is back

The first did not like either the aggressive tone or the rise in interest rates on US debt. Roughly speaking, the protocol came to the conclusion that The Fed needs more time to lower the price of moneywhich collides head-on with the notcha the interest rate that the European Central Bank (ECB) is likely to adopt in June.

Regarding the results of the global giant in the field of artificial intelligence (AI) computing, the company exceed analysts’ forecasts announced record quarterly revenue of $26 billion, up 18% from the fourth quarter and up 262% from a year ago. In addition, he announced division of its shares in the proportion of 10 new items in favor of one of the old ones

starting June 7. Thus, Nvidia shares surpassed their all-time high and found themselves above $1,000 per share.

In terms of market capitalization, it surpasses all German companies combined.. Germany’s listed companies had a total value of 2.31 trillion euros, or $2.5 trillion, according to FacSet data and Wednesday’s closing price. And on Thursday, Nvidia had already capitalized $2.55 billion.

There are quite a few of them chip and semiconductor makers that set all-time highs this week: Analog Devices, Applied Materials, Microchip, Texas Instruments, Micron, Taiwan Semiconductor and Qualcomm and others. However, AMD, which is said to be following in Nvidia’s footsteps, albeit at a greater distance, is trading at more than 40% of its yearly and all-time highs. And as if that weren’t enough, the day before yesterday he showed us a bearish envelope with high volume, meaning that the fall could continue in the short term.

Let’s not lose sight of the Cupertino giant’s titles. Lately there has been a lot of talk about Manzana is far behind when it comes to the artificial intelligence revolution.

The one who saved

In this sense, a little over a week ago we learned that the company was about to close. agreement with OpenAI to bring ChatGPT to iPhone. In early May, the company admitted to the market that its results, which were less bad than expected, were liked, and its shares soared almost 6%. Before this, and for many months, there was no talk of anything other than a decline in iPhone demand as a result of slowing economic growth in China.

And a few days after publishing their accounts, we discovered that iPhone shipments to China grew 12% in March, after a successful discount campaign. And the latest is the recent meetings between Apple and Taiwan Semiconductor Company (TSMC).

The Californian company is the Taiwanese company’s best client and wants to protect itself through an exclusive agreement that will the first to have two nanometer microprocessors

, resulting in increased performance and reduced power consumption. Let’s not underestimate Apple, because at any moment it can be reborn like the Phoenix.