Dossier
Hardware Stocks
Coverage of Hardware Stocks in the Nexus archive.
- China Tech Earnings Renew Focus on Hardware Stocks Over Internet
Early earnings from Chinese tech firms have boosted momentum in hardware stocks. In contrast, internet platforms continue to struggle with showing a full recovery in consumer demand.
- The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call
Josh Wolfe, a venture-capital investor, has identified a third strong conviction call to lift hardware stocks, having previously backed Nvidia in 2016 and a memory-chip maker in 2024. He uses ideas from his portfolio companies to invest in the stock market. This new call is expected to positively impact hardware stocks.