The announcement to impose a $100,000 annual fee on H-1B visas sent shockwaves through corporate America.

De investering van €1,3 mrd die ASML deze week deed in het Franse AI-bedrijf Mistral ademt in alles geopolitiek en Europese soevereiniteit. Maar niets is minder waar, bezweert ASML. De investering is…

Stocks have risen on growing optimism about the economy and earnings. Albert Edwards says that's a mistake.

Investing.com -- UBS sees humanoid robots as a potential long-term driver of growth for the technology sector, with the opportunity spanning semiconductors, hardware, imaging, and assembly. In a new Q-Series report, the bank estimates that annual global demand for humanoids could grow from 15,000 units in 2025 to 86 million by 2050, driving a more than 40% compound annual growth rate (CAGR) over the period. UBS estimates the semiconductor market tied to humanoids could scale from $21 million in 2025 to $177 billion in 2050 under its base case—equivalent to 28% of the industry’s 2025 size. The report highlights semiconductors as “a key enabler supporting the humanoid’s intelligence,” with demand for processing, connectivity, sensing, storage and analog content benefiting chip suppliers and foundries. Hardware suppliers could also gain from both launching branded robots and integrating humanoids into factory operations. UBS views AI as a pivotal driver in accelerating humanoid adoption. The firm notes that “humanoids can be a strong product cycle for tech,” and that AI models such as simulation frameworks and on-device visual language models could help advance training and cognitive capabilities. “The benefits are long-term in nature but an inflection could pull in with AI to drive a tech product cycle as humanoids drive a compute intensive replacement of manual labor,” the analysts led by Randy Abrams wrote. UBS has built a semiconductor bill of materials for a high-end humanoid at around $1,400 in 2025, with potential to increase to $2,000 by 2050 as complexity and functionality rise. Key component categories include a $500 main processor, DRAM and NAND storage, MCUs for motor control, analog components, and multiple sensors and camera modules. Potential stock beneficiaries span chipmakers such as NVIDIA Corporation (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM), MediaTek Inc (TW:2454), and Taiwan Semiconductor Manufacturing (NYSE:TSM); hardware names including Samsung (KS:005930), Xiaomi (OTC:XIACF), and Teradyne (NASDAQ:TER); and component suppliers such as Largan, Sony (NYSE:SONY), Bizlink, Micron (NASDAQ:MU), and Infineon (OTC:IFNNY). Assembly firms like Hon Hai (TW:2317), Quanta Services Inc (NYSE:PWR), and Wistron Corp (TW:3231) also feature on UBS’s radar. UBS expects the major inflection point for humanoid adoption to occur between 2030 and 2050 but notes that the pace could accelerate as companies roll out dedicated hardware and AI platforms. For example, Nvidia plans to roll out its Thor platform for on-device humanoid processing, alongside simulation and training tools, while hardware manufacturers including Hon Hai, Quanta, and Wistron are developing humanoid robots for use in factories, healthcare, and hospitality. At the same time, consumer tech brands such as Xiaomi and Asustek (TW:2357) are working on home-oriented models that integrate AI and smart device technologies. Is QCOM truely undervalued? With QCOM making headlines, investors are asking: Is it truly valued fairly? InvestingPro's advanced AI algorithms have analyzed QCOM alongside thousands of other stocks to uncover hidden gems with massive upside. And guess what? QCOM wasn't at the top of the list.

Kunstmatige intelligentie: Beleggers in Amerikaanse AI-bedrijven en de chipsector schrikken van het Chinese ‘AI-wonder’ DeepSeek, dat meer kunstmatige intelligentie biedt met minder rekenkracht.

Kunstmatige intelligentie: Beleggers in Amerikaanse AI-bedrijven en de chipsector schrikken van het Chinese ‘AI-wonder’ DeepSeek, dat meer kunstmatige intelligentie biedt met minder rekenkracht.

Besluit, inclusief openbaar gemaakte documenten, op een verzoek om Informatie over de projecten om de techsector te behouden voor Nederland. Het gaat om een verzoek op basis van de Wet open overheid (Woo).Besluit op Woo-verzoek over projecten behouden techsector voor Nederland

Nederland ís geen achterstandsgebied voor de techsector, zegt minister Dirk Beljaarts van Economische Zaken. Maar dat techbedrijven weglopen omdat ze hier onvoldoende personeel kunnen aantrekken, baar...

De AEX-index heeft een recordstand van 963,46 punten bereikt, aangewakkerd door de sterke prestaties van de techsector. Beurscommentator Durk Veenstra en Tehupuring wijzen techbedrijven aan als de belangrijkste motor achter de gestegen beurskoersen, een trend die ook zichtbaar is in de S&P 500-index in de Verenigde Staten. Cloudtechnologie en kunstmatige intelligentie (AI) worden beschouwd als cruciale toekomstige ontwikkelingen, wat leidt tot aanzienlijke investeringen door techbedrijven om concurrerend te blijven op het gebied van AI. Nederlandse beursgenoteerde bedrijven zoals chipmachinefabrikanten ASML, ASMI en Besi, evenals de investeerder Prosus, profiteren van deze focus op technolo...

Kunstmatige intelligentie: Beleggers in Amerikaanse AI-bedrijven en de chipsector schrikken van het Chinese ‘AI-wonder’ DeepSeek, dat meer kunstmatige intelligentie biedt met minder rekenkracht.

Nederland ís geen achterstandsgebied voor de techsector, zegt minister Dirk Beljaarts van Economische Zaken. Maar dat techbedrijven weglopen omdat ze hier onvoldoende personeel kunnen aantrekken, baar...

Kunstmatige intelligentie: Beleggers in Amerikaanse AI-bedrijven en de chipsector schrikken van het Chinese ‘AI-wonder’ DeepSeek, dat meer kunstmatige intelligentie biedt met minder rekenkracht.

WASHINGTON (ANP/BLOOMBERG) - De Amerikaanse regering wil de beperkingen op de Chinese techsector uitbreiden. De Verenigde Staten willen beperkingen voor dochterondernemingen van bedrijven die onder de...

Het bedrijfsleven houdt zich niet genoeg bezig met maatschappelijke problemen en de overheid betrekt ondernemers daar nauwelijks bij. De economische groei in groot-Amsterdam komt daardoor onvoldoende terecht bij de inwoners, stelt Rabobank.

Young people graduating from college this spring and summer are facing one of the toughest job markets in more than a decade.

Picture the scene. You're an app developer, with a small team based in a medium-sized Midlands town. 4G and 5G coverage has yet to reach the area. You've

By Selena Li and Kane Wu HONG KONG (Reuters) -Alibaba Group Chairman Joe Tsai said on Tuesday there were clear signs China’s business entrepreneurs were more confident following a meeting with President Xi Jinping and that his company would re-commence hiring. "I think we have seen a very clear sign of businesses entrepreneurs becoming more confident since January, since President Xi met with private businesses," Tsai told HSBC’S Global Investment Summit in Hong Kong. "And that was a very, very clear signal to the business community that, go ahead, reinvest in your business and also go out and hire people." "So I think we’ve reached the bottom, and we’re going to start to reboot and rehire so once you hire people, that gives people job security," he added.