Articles

  • 5 days ago | barrons.com | Adam Clark

    Taiwan Semiconductor Manufacturing sales are continuing to boom. It’s a good sign for companies providing artificial-intelligence infrastructure, although some of the boost is likely being driven by fears of tariffs. Taiwan Semiconductor, or TSMC, said Thursday its revenue for April came to 349.57 billion New Taiwan dollars, a 48% increase from the previous year and its highest ever monthly sales figure.

  • 5 days ago | barrons.com | Adam Clark |Elsa Ohlen

    Nvidia stock was wavering early Friday as the market was digesting news on trade deals and the potential for a new artificial-intelligence chip for the Chinese market. Shares, which are up 2.5% this week through Thursday’s close, edged 0.2% higher to $117.63 in premarket trading. Futures tracking the tech-heavy Nasdaq 100 were up 0.3%. Nvidia stock has risen 7.8% so far in May amid renewed optimism over trade and tariffs.

  • 6 days ago | barrons.com | Adam Clark

    Arm Holdings was falling sharply early Thursday. Hopes that the chip designer would be protected from tariffs unlike its semiconductor peers look to have been wide of the mark. Arm stock was down 7.2% at $115.23 Thursday morning after the company’s guidance for the current quarter came short of analysts’ expectations. The shares had edged up so far this year, defying a broader chip-stock slump, amid hopes that its business model would be resilient against tariff threats.

  • 6 days ago | barrons.com | Adam Clark

    Google-parent Alphabet was climbing early on Thursday after the search company denied artificial intelligence was eating into its market. It’s a claim that leaves Google at odds with its partner Apple. Alphabet stock was up 2.2% in premarket trading.

  • 6 days ago | barrons.com | Adam Clark

    Arm Holdings was falling sharply early Thursday. Hopes that the chip designer would be protected from tariffs unlike its semiconductor peers look to have been wide of the mark. Arm stock was down 8.9% in premarket trading on Thursday after its guidance for the current quarter came in short of analysts’ expectations. The shares had edged up so far this year, defying a broader chip-stock slump, amid hopes that its business model would be resilient against tariff threats.

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Adam Clark
Adam Clark @AdamClarkJourno
27 Apr 25

Barcelona is on the frontlines of the fight against #overtourism as it takes radical measures to crack down on Airbnb and limit cruise ships. Here's my feature on what that could mean for the travel industry if other popular tourist destinations follow its example.

Barron's
Barron's @barronsonline

Barcelona Tourists Battle Water Pistols and Limits on Airbnb. Travel Firms Trudge On. https://t.co/ewSHikFKnW

Adam Clark
Adam Clark @AdamClarkJourno
11 Nov 24

Attending #WebSummit for Barron's this week. I'm particularly interested in hearing about the future of AI scaling - what's happening with energy, chips and data demand - so let me know if you'll be around and want to talk.

Adam Clark
Adam Clark @AdamClarkJourno
24 Oct 24

RT @SimonHale007: Interesting note from Barron’s this morning comparing Tesla to McDonald’s. $TSLA https://t.co/c1TmobAupR