AXA XL’s Post

I recently gave a talk at the 9th Annual CMC Conference where there was record-breaking attendance! During my presentation, I highlighted concerns and solutions for navigating the semiconductor industry amidst geopolitical activities and competition for CHIPS expansions. Learn more about it out at https://lnkd.in/gsXaZ7ng #Semiconductormaterials, #Semiconductors, #supplychains and #Chips.

💡 Qualcomm is now #1 among U.S.-based companies on IFI Claims' Top 50 U.S. Patent Assignees, surpassing IBM. Fun facts about Qualcomm's history of Engineering Human Progress: 👉 We have invested over $90 billion in R&D since our founding — nearly 20% of annual revenue since 2006.   👉 In 2023 alone, we averaged more than 10 #patents granted per day. 👉 Approx. 75% of these patents are focused on #5G, 5G-Advanced and #6G technologies, further solidifying our position as a leader in #connectivity. More on Qualcomm's patent leadership:

Intel (NASDAQ: INTC) Stock Slides Following Regulatory Blow, Updates Q2 Revenue Outlook https://lnkd.in/dV4jUB_f $INTC #Intel #NASDAQ #stockmarket #stockmarketnews #BusinessNews #news #NewsAlert

🏆 Fulcrum Intel is honored to be selected as the Silver Award winner for “Best Use of Opposition Research” at the 2024 Pollie Awards for our firm’s exemplary work & winning engagement in political #OppositionResearch. At Fulcrum Intel, our capabilities #empower campaigns, corporations, and employers across the U.S. to see the field and make informed decisions – and ultimately, to win. As one of the fastest-growing political & corporate opposition research firms in the country, we cut through the fluff and give our clients a clear sense of strengths, weaknesses, threats, and opportunities, helping them stay #informed about their opponents and gain the #competitiveadvantage in any situation. See how Fulcrum Intel can help you succeed today. Learn more here: https://fulcrumintel.com/

#XCUR - US Companies Moving the Markets Morning edition brFri Aug 02 2024 as of 1000 am ET https://buff.ly/3WxOZbC A look at the top 10 most actives in the United States NVIDIA Corporation (NVDA) fell 2.3% to $106.72 on volume of 76,751,712 shares Intel Corporation (INTC) fell 28.4% to $20.8061 on volume of 66,263,609 shares PROSHARES TRUST (SQQQ) rose 5.1% to $9.69 on volume of 49,267,411 shares Dire...

Intel releases fourth-quarter and full-year 2023 earnings. "2023 was a transformational year" as Pat Gelsinger stated. Our world-class talent is at the heart of everything we do. Together we strive to have a positive effect on business, society, and the planet. The possibilities are limitless. It starts with Intel. #iamintel #IAmIntel

The PTS Q2 2024 Industry Update is a great 10-minute read on what's happened in our neck of the industry! Send it to your colleagues and follow us on Precision Talent Solutions for daily doses of industry intel!

Top 3 Semiconductor Stocks to Watch: $ARM, $QCOM, and $MRVL Discover the top three semiconductor stocks to watch for in this informative video. Learn about the end of Arm's lockup agreement, the undervalued potential of Qualcomm in the AI revolution, and the promising opportunity with Marvell. Find out why Marvell may be a great semi stock this year. #SemiconductorStocks #Arm #Qualcomm #Marvell #InvestingTips #AIRevolution #StockMarket #FinancialAdvice #InvestmentOpportunities #SemiStocks

Carrara Capital’s Equities portfolio manager Tim Davies on ausbiz yesterday discussing the strong performance of Nvidia (NVDA), potential challengers to its dominance, and the opportunities that lie in the supply chain servicing this growing sector. Tim considers the 4 major stages of the semiconductor supply chain (chemicals, equipment manufacturers, foundry, and memory chips) to be a more attractively priced avenue for investors looking to benefit from the long-term growth in AI-demand and highlights various companies in each stage that present potential high-growth opportunities. Watch the full segment here: https://lnkd.in/gdVntK8A

Today, we break down Intel. Todd Ahlsten, CIO of Parnassus Investments, has covered semiconductors since the 90s. He was an ideal guest to capture what went wrong, what changed, and what to look for going forward. Thanks to 10 East for their support of this episode. https://lnkd.in/ejdzkR2v