PODCAST · business
Semiconductor Investing and Moore
by Jose
Jose Najarro and Guest discuss the semiconductor stock market in weekly episodes. There are numerous Chip Stocks to invest in, and Jose and Guest do quick thoughts and overview. Especially on popular names like Nvidia Stock, AMD Stock, and even Intel Stock. DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
Episodes
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Synopsys Stock Grows Thanks To AI Investments
Synopsys Stock Q4 Earnings showed the strength of this Semiconductor Software Company. Synopsys SNPS stock can benefit from various AI investments. Is it time to buy SNPS stock price? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special...
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Marvell Technology: Data Center & AI Success Amidst Enterprise Challenges
Explore Marvell Technology's Q3 FY24 earnings report highlighting a juxtaposition of strong data center growth and enterprise market challenges. Uncover detailed insights into their financial performance, strategic debt management, and diverse market dynamics. Dive into an analysis of revenue...
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Broadcom Completes VMware Acquisition and Strong AI Growth
Semiconductor Investor Jose Najarro takes a closer look at Broadcom Stock and its FY 2023 Financial results and the growth opportunity from AI and networking solutions. With VMware, Broadcom expects consolidated revenue to hit $50 billion, representing a significant 40% growth from Fiscal 2023. A...
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What Nvidia, Qualcomm, and TSMC Stock Investors Should Know About Recent Semiconductor Updates
Semiconductor investors should take a closer look at Nvidia Stock News, TSMC Stock News, and Qualcomm Stock News. Nvidia announced new networking solutions for the AI market, Qualcomm announced the Snapdragon Gen 7. and Samsung is taking costumers from TSMC for 3nm and 4nm solutions? A portion of...
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ARM Stock Has This MASSIVE Growth Opportunity -- Top Semiconductor Stock?
Microsoft Stock just announced that it will be creating its own semiconductor solution using ARM technology. This is a massive opportunity for semiconductor stock $ARM. Is it time to buy ARM Stock price? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get...
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What Intel Stock Investors Should Know About Latest AI and HPC Updates
Intel stock recently announced numerous new AI updates with its Gaudi 3 and its upcoming Falcon Shores. Intel CPUs are domination the top500. Is Intel Stock the top semiconductor stock to buy now? INTC Stock Price. A portion of this video is sponsored by The Motley Fool. Visit…
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ON Semiconductor Stock Price Dropped 20% -- Bad News for EV Stocks?
On Semiconductor reported its Q3 earnings that cause ON stock price to drop over 20%. On Semiconductor sees weakness in the EV market which also drove other semiconductor stocks to decline. Time to buy ON Stock? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose…
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What Nvidia, and Intel Stock Investors Should Know About Recent Semiconductor Updates
Recent AI Chip Semiconductor Update. Intel's Oregon Investments Fuel US Silicon Innovation Leadership, Lenovo and NVIDIA Announce Hybrid AI Solutions to Help Enterprises Quickly Adopt GenAI, NVIDIA GeForce RTX 4080 SUPER to Feature 20GB Memory, Based on AD102 A portion of this video is sponsored…
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TSMC vs Intel: TSMC Stands on Intel's Manufacturing Ambitions
TSMC recently reports its Q3 earnings, and during the earnings call managements shared their thoughts on their competitor Intel. Intel believes they can be the leader in semiconductor manufacturing when they reach 18A. A portion of this video is sponsored by The Motley Fool. Visit...
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What Intel, AMD, and Super Micro Stock Investors Should Know About Recent Semiconductor Updates
AMD Stock AMD Introduces Fastest AMD Radeon Laptop Graphics Ever Developed, Intel Stock Hits Arizona Expansion Marks Construction Milestone, Supermicro Stock Starts Shipments of NVIDIA GH200 Grace Hopper Superchip-Based Servers, the Industry's First Family of NVIDIA MGX Systems A portion of this...
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What ASML, AMD, and Nvidia Stock Investors Should Know About Recent Semiconductor Updates
ASML stock drops after earnings and weak outlook. NVIDIA Partners With Foxconn to Build Factories and Systems for the AI Industrial Revolution. AMD extends support for PyTorch Machine Learning development on select RDNA3 GPUs with ROCm 5.7. A portion of this video is sponsored by The Motley Fool....
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What Analog Devices, Tesla, Nvidia Stock Investors Should Know About Recent Chip UpdatesWhat Analog Devices, Tesla, Nvidia Stock Investors Should Know About Recent Chip Updates
Recent Semiconductor Updates, Analog Devices appointed interim CFO, Tesla is building a data center in Austin Texas, Nvidia announced new AI Software Solutions, Qualcomm layoff more employees, TSMC expects some mid single digit revenue percantage from 3nm chips. A portion of this video is…
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What ASML, Broadcom, AMAT Stock Investors Should Know About Recent Semiconductor Updates
Semiconductor Updates, Broadcom stock and VMware stock are both up on strong bullish sentiment that China might approve the acquisition. Semiconductor equipment stocks like ASML Stock, AMAT Stock, KLAC Stock, and LRCX stock are all bullish on numerous chip updates. A portion of this video is...
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What AMD and Nvidia Stock Investors Should Know About Recent Artificial Intelligence (AI) Updates
Is AMD stock a must buy as reports that 2024 To Be A Big Year For AMD In The AI Segment as Orders Expected From Microsoft & Other CSPS? MI300 will be enough to combat Nvidia's AI throne? Also Nvidia investee companies are dominating the CSPS market. A portion of this video is sponsored by The...
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What TSMC, Mobileye, and Qualcomm Stock Investors Should Know About Recent Chip Updates.
Recent semiconductor updates, TSMC just reported its September 2023 Revenue Report. Mobileye and Nova LTD are both down due to both companies headquarters being based in Israel, also Nvidia stock is seeing some red on the day. Qualcomm stock snapdragon could be better than Apple chips? A portion…
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What TSMC, Micron, and Nvidia Stock Investors Should Know About Recent Chip Updates.
Nvidia continues to invest in AI Start ups, TSMC and Samsung are reportedly having yield issues with 3nm chips, the semiconductor market shows a healthy trend for the up cycle. Time to be bullish on semiconductor stocks? A portion of this video is sponsored by The Motley Fool. Visit...
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Intel Stock Plans A New IPO As It Spinoff PSG FPGA Business
Intel stock recently Announced its Intent to Operate Programmable Solutions Group as Standalone Business and considers future IPO in the upcoming years. Is this a reason to buy INTC Stock now? Semiconductor Stock Investor Jose Najarro shares his thought. A portion of this video is sponsored by…
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What Nvidia, Qualcomm, and TSM Stock Investors Should Know About Recent Chip Updates.
Is the demand for AI hardware creating a need for Nvidia's high-end consumer gaming GPUs? Tenstorrent announced that it has selected Samsung Foundry to build its next generation AI chiplets. Analyst are bullish for TSM stock future revenue, and Meta Stock is reportedly laying of some employees…
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What Nvidia, Broadcom, and Tesla Stock Investors Should Know About Recent Updates.
Nvidia stock continues to lead in gaming GPU market share by huge margins and Goldman Sachs just named them a conviction buy thanks to the huge demand in AI chips. The demand for AI solutions is also benefitting companies like Broadcom and Lumentum who focus on networking optic solutions. A…
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What Cloudflare, Micron, and Nvidia Stock Investors Should Know About Recent Semiconductor Updates
Nvidia Stock being investigated for potentially abusive practices in the AI Gaming GPU Market. Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing, and Micron might see some benefit from memory price bumps. A portion of this video is sponsored by The Motley Fool. Visit...
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What Intel, Micron, and Qualcomm Stock Investors Should Know About Recent Semiconductor Updates
Intel announces the start of high-volume manufacturing on the Intel 4 process technology. Micron's earnings have caused a dip in its stock price. SiC is seeing strong demand for data center solutions due to its efficiency in high power and heat efficiency. Qualcomm Launches Its Next Generation XR...
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2 Top Chip Stocks To Buy October 2022 -- Fueling AI Chips
Here are 2 of my favorite semiconductor stocks to buy now that are crucial for the artificially intelligence stocks like Nvidia and AMD stock. ASML stock is a important semiconductor equipment provider and TSMC Stock manufactures most of the AI chips right now. #semiconductorstocks #chipstocks A...
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Amazon Stock Invests In Anthropic AI -- Top AI Stock To Buy Now?
Amazon will invest up to $4 billion in Anthropic, a top AI player. Does this make Amazon stock a top AI stock to buy now? Amazon has focused on building it AI infrastructure with AI chips like the Inferantia and Trainium AI AWS semiconductor solutions. #semiconductorstocks #chipstocks A portion…
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What Investors Need to Know About Intel and TSMC's Unique Relationship -- More Than Just Competitors
Intel Stock and TSMC Stock are competitors battling out in the semiconductor market, as they both are fighting for semiconductor manufacturing. But Intel investors and TSMC investors are more tied together than chip stock investors should know. #semiconductorstocks #chipstocks A portion of this...
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AMD's Most Profitable Market Is Expecting Weakness -- MCHP TXN Stock
Advanced Micro Devices Stock is expected to see a slowdown in the embedded market. This is AMD Stocks most profitable market, and there can also be other semiconductor stocks that might experience more pain TXN Stock and MCHP Stock are 2 chip stocks that come to mind. #semiconductorstocks...
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ASML Export Restriction -- How Did China Still Produce 7nm Chip?
ASML Holdings has numerous export restriction to china with its EUV Lithography machines and most recently to its advanced DUV machines. Yet with all the restriction Huawei announced a phone with a 7nm chip using SMIC manufacturing. #semiconductorstocks #chipstocks A portion of this video is...
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AMD Stock vs Intel Stock -- Data Center CPU Updates
The two major players for Datacenter CPUS are AMD Stock and Intel Stock. Semiconductor Investor Jose Najarro takes a closer look at AMD's past EPYC Server CPUS and how the current market is currently favoring AMD over Intel. #semiconductorstocks #chipstocks A portion of this video is sponsored by...
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ASML Stock | What's Coming Next for ASML's EUV Machine?
ASML stock investors might be curious about when the next generation of EUV machine will be coming out for ASML. The New High NA EUV is the EXE Platform which is meant to help semiconductor manufactures create 2nm chips and smaller. #semiconductorstocks #chipstocks A portion of this video is...
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Onto Innovation Getting Big Orders For Advanced Packaging
Semiconductor investors take a closer look at Onto Innovation, a semiconductor equipment company focused on inspection equipment needed for the next generation of semiconductor chips. Are you buying ONTO stock price? #semiconductorstocks #chipstocks A portion of this video is sponsored by The...
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Marvell Stock: AI Revenue Is booming, Here’s Why the Stock Deserved to Fall
Marvell Stock recently reported earnings and MRVL stock price dropped after investors were unimpressed from its AI growth. Is It time to buy this top Semiconductor Stock? #semiconductorstocks #chipstocks A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get...
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Applied Materials Stock Continues to Dominate Semiconductor Equipment Market
Applied Material reported an amazing earnings showcasing the strength of its semiconductor equipment solutions. AMAT stock price continues to benefit for Semiconductor Manufacturing Innovation. #semiconductorstocks #chipstocks A portion of this video is sponsored by The Motley Fool. Visit...
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Investing in the $150B AI Server Boom: Chip Stocks to Watch
Explore the booming AI server market, predicted to reach $150B by 2027 with a 50% CAGR, according to Foxconn. We delve into how this sector is rapidly growing, while traditional server sales decline. Learn which OEMs, ODMs, and chip stocks stand to benefit. #semiconductorstocks #chipstocks A...
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AMD Stock Updates - Data Center CPU Updates
AMD stock shares updates about its data center strartegy focusing on its data center CPU EPYC and also its DPU solution. AMD stock investors and Semiconductor Investors should keep a closer eyes on upcoming investor events. #semiconductorstocks #chipstocks A portion of this video is sponsored by...
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ARM IPO and Semiconductor Acquisition Updates
ARM IPO Filing, Intel and Tower Semiconductor Acquisition is terminated, and Broadcom and VMware Acquisition still going. Semiconductor Innestors take a closer look at recent Chip News. #semiconductorstocks #chipstocks A portion of this video is sponsored by The Motley Fool. Visit...
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This Chip Company is Seeing Booming Silicon Carbide Revenue - OnSemi Stock
On Semiconductor continues to be a top player in the Silicon Carbide market. Semiconductor investors take a closer look at ON Stock Q2 Earnings. Is it time to buy On Semiconductor stock as top SIC Chip Stock? #semiconductorstocks #chipstocks A portion of this video is sponsored by The Motley…
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Top AI Stock Down After Earnings - Where does Super Micro Computer go from here?
Super Micro Computer has benefited from the AI demand of Nvidia's H100 and AMD and Intel accelerators, but SMCI stock price dropped over 20% after earnings. Is it time to buy Super Micro Stock? #semiconductorstocks #chipstocks A portion of this video is sponsored by The Motley Fool. Visit...
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Nvidia Stock Vs AMD Intel AI Chips
Nvidia Stock continues to benefit from the demand of its H100 chips, but investors should also be familiar with AMD Stock MI250 and MI300 aswell and Intel's Gaudi 2 Chip. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The...
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Is AMD Stock Still A Growth Story
AMD Stock was known to be a growth stock, but lately due to inventory correction in the semiconductor market the growth is slowing down. Can AMD continue to be a growth story for the next few years? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access...
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Server Shipments To Rebound In 2H 2023
CSPs like Amazon, Google, Microsoft, and Meta have redirected most of their spending into AI servers. In the video we discuss were the Server Market might be in the 2H 2023 based on Digitimes Research. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get...
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Forget the AI Boom, the Silicon Carbide Boom is in Full Force -- Infineon Stock Update
Forget the AI Boom, the Silicon Carbide Boom is in Full Force -- Infineon Stock Update. Infineon will build the largest SiC fab in the world in Kulim, Malaysia, expanding investment initially announced in Feb ’22. Production start: 2027, first phase on track for mid-2024 A portion of this video…
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Nvidia Stock Rides the AI Wave as Amazon, Microsoft, Google, and Meta Break the Bank
Nvidia stock is one of the main winners during this AI race, today Jose Najarro looks at Big Tech Giants, Amazon Stock, Microsoft Stock, Google Stock, and Meta Stock and how they are expected to see CAPEX grow overtime based on recent earnings commentary. A portion of this video is sponsored by…
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Nvidia-Backed Startup is Ready to Take on Microsoft, Amazon, and Google
Nvidia stock continues to invest in AI start-ups, and an interesting one is Coreweave which is competitors to Microsoft, Amazon, and Google. CoreWeave secured a $2.3 billion debt facility last week, secured by Nvidia GPUs. A portion of this video is sponsored by The Motley Fool. Visit...
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Micron Stock Could Benefit From The AI Trend?
Micron recently announced advancement of its HBM which can benefit from the AI boom and AI Chips, is Micron Stock a buy now after this memory stock semiconductor update? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The...
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Supermicro Stock Update -- Top AI Stock To Own Now?
Supermicro Announces Preliminary Financial Results for Fourth Quarter of Fiscal 2023. Is It time to buy SuperMicro Stock? This is the Nvidia Stock of Value Investors. SMIC Stock Price Update A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my...
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What Nvidia and AMD Stock Investors Should Know About Recent Updates
Nvidia stock could benefit as CoreWeave, a clouding company focused on accelerated computing increases its data center footprint. The DOD also selects AMD and Nvidia for a new supercomputer BlueBack A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access...
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What Semiconductor Investors Should Know About Germany's Massive Move and U.S. Talent Shortage
Explore how Germany's €20B aid impacts the global semiconductor market and the U.S. talent shortage's role in the industry. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 483% as of...
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ASML Stock Set for a 2025 Breakthrough Despite 2024 Hiccups
Explore ASML's resilient Q2 earnings with a 27.8% Y/Y revenue boost. The firm ups its '23 guidance to 30% on solid DUV demand. Amidst potential 2024 challenges, the debut of NXE:3800 and high-NA points to a promising 2025. A portion of this video is sponsored by The Motley Fool. Visit...
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Nvidia Stock Can Benefit From This And No One Is Talking About It!!
Nvidia Stock Is Investing in numerous AI Startups which can be another growth opportunity for NVDA Stock Investors. Nvidia is a great investor for AI companies as it can provide both financial support and even hardware and software support with Nvidia H100 GPUs. A portion of this video is…
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Bad News For Nvidia Stock As Microsoft Meta and Qualcomm Bring On-Device AI
Bad News For Nvidia Stock As Microsoft Meta and Qualcomm Bring On-Device AI. Is it time to sell Nvidia stock or is this something NVDA stock investors should not worry about. As Meta Brings LLama 2 to Microsoft and Qualcomm. A portion of this video is sponsored by The Motley Fool. Visit...
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Is Applied Material The Best Semiconductor Stock To Buy Now? New Products
Applied Materials stock just announced a variety of new products. Here is what semiconductor investors should know about AMAT stock. Are you buying AMAT stock price at these levels? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special...
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ABOUT THIS SHOW
Jose Najarro and Guest discuss the semiconductor stock market in weekly episodes. There are numerous Chip Stocks to invest in, and Jose and Guest do quick thoughts and overview. Especially on popular names like Nvidia Stock, AMD Stock, and even Intel Stock. DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
HOSTED BY
Jose
CATEGORIES
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Frequently Asked Questions
How many episodes does Semiconductor Investing and Moore have?
Semiconductor Investing and Moore currently has 88 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Semiconductor Investing and Moore about?
Jose Najarro and Guest discuss the semiconductor stock market in weekly episodes. There are numerous Chip Stocks to invest in, and Jose and Guest do quick thoughts and overview. Especially on popular names like Nvidia Stock, AMD Stock, and even Intel Stock. DISCLAIMER: I am not a financial advisor....
How often does Semiconductor Investing and Moore release new episodes?
Semiconductor Investing and Moore has 88 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Semiconductor Investing and Moore?
You can listen to Semiconductor Investing and Moore on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Semiconductor Investing and Moore?
Semiconductor Investing and Moore is created and hosted by Jose.
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