Investing.com -- A halt in Chinese imports of U.S. ethane, triggered by reciprocal tariffs, could lead to a sharp drop in ethane prices and strain Permian gas infrastructure, analysts at Bank of America said exploring the potential fallout.China is the world’s largest ethane importer, but current tariffs make U.S. ethane uneconomic compared to naphtha.BofA said the issue could be resolved i ...
Investing.com - The emergence of a new advanced artificial intelligence chip from Huawei could threaten U.S. semiconductor giant Nvidia (NASDAQ:NVDA) in the near term, according to analysts at Piper Sandler.Huawei is looking to begin mass shipments of its 910C AI processor to Chinese customers as early as next month, Reuters reported earlier this week. The 910C is more of an architectural evo ...
Investing.com - Shares in Alphabet (NASDAQ:GOOGL) jumped on Friday after the Google parent reported better-than-anticipated first-quarter income and backed its heavy artificial intelligence spending plans despite ongoing tariff-fueled economic turbulence.Operating income at the search giant came in at $30.6 billion during the period, well above analysts forecasts, while group-wide revenue was ...
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today!BofA lowers Apple price target on AI delaysBank of America (BofA) lowered its price target on Apple Inc (NASDAQ:AAPL) to $240 from $250, citing delays in its AI launch and rising supply chain ...