Asa Fitch is a reporter at The Wall Street Journal. His work primarily focuses on the intersection of finance and technology, covering themes such as artificial intelligence, trading, and commodities markets. Asa's insights have been featured in prominent publications including MarketWatch, Financial News, LiveMint, and Yahoo Finance.
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Asa Fitch's coverage focuses predominantly on the technology and finance sectors, with a significant emphasis on the chip industry. His articles encompass investment analysis, government announcements, and data citations.
Given this focus, Asa would likely respond well to pitches involving insights from experts in the tech or finance industries who can provide detailed analyses of market trends within the chip sector. Additionally, he may be interested in information related to new product developments or strategic moves made by major players like AMD, Nvidia, or Intel.
As his coverage encompasses world affairs as well as consumer electronics topics but does not specify any geographic focus other than mentioning specific locations such as Tennessee and New York; it is important to ensure that any pitches align with his broad international perspective while also considering potential local angles for relevance.
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The AI chip leader is using its financial muscle to win the supply battle, but it comes with downsides.
Nvidia is writing large checks to its suppliers even as it amps up financial backstops for less-creditworthy customers.
Nvidia is writing large checks to its suppliers. The strategy might help the company skirt supply constraints and realize lofty revenue growth forecasts, but it isn’t risk-free.
Plus, SB Energy is going public, and Nvidia’s supply-chain commitments balloon.
Concerns about AI's social impact have been growing since the boom began. As real as those are, physical and financial limits are more likely to slow AI's march.
Plus, bond rout continues and Elon eyes turbine parts.
Broadcom might be the biggest winner from the AI-chip craze after Nvidia, but circumstances have changed, and the disadvantages of its strategy are coming into sharper focus. Amid those shifts, its allure for investors is also changing. More on what you need to know ahead of the chip maker's earni
By: Asa Fitch
Even as their shares got pummeled, companies like Salesforce and Workday have been showing financial strength.
Not too long ago, Salesforce and other corporate-software companies were getting punished by investors convinced that their expensive off-the-shelf products would soon be replaced with cheaper AI-concocted versions.
Plus, personal computers get more expensive, and software stocks recover.
