Chip Suppliers Bullish on AI Buildout
Chip suppliers at SEMICON Taiwan are bullish on a continued AI buildout, with some firms predicting the sector's current 'super cycle' will last until 2030.
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Most coveredUS Treasuries 2 →Nvidia 2 →Semiconductor / AI chip sector 1 →
The record
19 calls · newest first · every one links to its sourceBroadcom Sees AI Chip Boom as It Takes On Nvidia | The Pulse 9/3/2026
Broadcom predicts a boom in AI chip sales over the next two years.
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Dell Sees Surge in AI Server Sales, Boosts Outlook
Portfolio manager argues Dell dominates the AI server supply chain and keeps innovating, after Dell raised its annual sales forecast by $25B and shares jumped.
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Trump’s Venezuela Deal Leaves $100 Billion Question Unanswered
Trump frames the US stake in 65 billion barrels of Venezuelan oil as a deal that will lower gasoline prices.
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Calling Bessent's 'Bluff,' Strategy CEO Buys Again | Bloomberg Crypto 9/1/2026
Strategy President/CIO Phong Le describes buying Bitcoin again, 'calling Bessent's bluff' — an asserted bullish stance on Bitcoin.
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Bloomberg Surveillance 9/1/2026
Jonathan Krinsky: small caps face an 'ominous' setup.
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Bloomberg Surveillance 9/1/2026
Krishna Memani says 5% is the 'magic number' for the 10-year yield, implying yields rise toward 5%.
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Open Interest 9/1/2026
Top call: Tempus AI upgraded.
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Open Interest 9/1/2026
Top call: Duolingo price target raised.
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Open Interest 9/1/2026
Top call: Robinhood upgraded/initiated at Overweight.
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US Resumes Strikes On Iran, Warsh Fans Rate Hike Bets | The Asia Trade 8/31/2026
Warsh's inflation warning fans rate-hike bets into the September Fed meeting, and Bessent says a disorderly yen risks higher US rates.
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Software Stocks Will Rebound From the Ashes, Malik Says
Software stocks will rebound from the ashes; Malik is bullish on software stocks
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Treasuries Look Vulnerable to Another Vague Warsh Speech
Treasuries look vulnerable to another vague Warsh speech
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Data Center Opposition Could Hurt Nvidia, Ferragu Says
Ferragu says supply chain issues and US data center opposition make him nervous about Nvidia's future / could hurt Nvidia.
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Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year
Nvidia says revenue will grow about 70% next fiscal year, driven by AI demand.
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Trump in No Hurry on US-Iran Deal | Radio Balance of Power: Early Edition 8/17/2026
Beef prices could keep rising for consumers.
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It's Not Looking Great for The Dollar: 3-Minutes MLIV
It's not looking great for the dollar — dollar pointing lower.
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Steven Major Sees List of Factors in ‘Drip, Drip Higher’ of Long-End Bonds
Steven Major sees a 'drip, drip higher' in the long end of the yield curve.
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Strong Earnings Keep PNC’s Agati Bullish on Stocks
PNC CIO Amanda Agati is bullish on US stocks; strong earnings and economic fundamentals continue to support them.
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