Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
This Is What Whales Are Betting On Advanced Micro Devices
US stocks unusual movement | Chip stocks decline, AMD (AMD.US) drops more than 2%.
Chip stocks are down, as of the time of writing, AMD has fallen more than 2%.
Jim Cramer on Advanced Micro Devices (AMD): The 'Only Company on Earth' That Can Catch Up to Nvidia (NVDA)
The Fed Spurred a Big Rally in Nvidia and Other Chip Stocks. Is It Sustainable?
Micron Earnings Expected to Deliver Bad News. Why Citi Says Buy the Stock.
Nvidia Stock Slips. It's Still Riding Huge Gains. -- Barrons.com
Daily option tracking | The 'Seven Sisters' party! Tesla, Nvidia, and other call options prices skyrocket, with the highest profit exceeding 9 times.
Apple rose nearly 4% in the previous trading day, the put/call ratio slightly increased to 0.8, options volume slightly increased to 1.475 million contracts; On the options chain, the sentiment between bulls and bears is intense, with the highest volume being calls with a strike price of $230 expiring today, with 0.105 million contracts.
Jim Cramer Says Dreamforce Is Primarily Beneficial For Hardware Manufacturers Like Advanced Micro Devices Inc. (AMD)
Nvidia, Tesla Rally As Dow, S&P 500 Surge To Fresh Highs After Fed Cuts Rates: Fear Index Remains In 'Greed' Zone
The Bank of Japan remains unchanged, providing assistance to the booming global stock market.
The Bank of Japan remains unchanged, indicating that it will not rush to continue tightening monetary policy after the unexpected rate hike in July.
AI frenzy will return to its peak? Wedbush: Fed rate cuts inject a "shot in the arm" for technology stocks!
After the 50 basis point rate cut by the Fed, ai stocks rose significantly; Dan Ives of Wedbush believes that this move by the Fed is a bullish signal for the technology industry's growth in 2025.
US stocks close | Nasdaq rose 2.5%, Dow Jones, S&P hit record highs; chip stocks, Chinese concept stocks shine, Tesla rose more than 7%, Nvidia rose nearly 4%
The US unemployment benefits data strengthens expectations of an economic soft landing, with the Dow Jones breaking the 0.042 million point mark for the first time and the S&P closing above 5700 points for the first time. The Nasdaq rose 3% at one point, the chip index rose 5.7% at one point, the bank index rose nearly 3%, and the Chinese concept index rose over 4%.
Top 10 Most Traded ASX Shares and US Stocks in August
Nvidia Rival AMD's CEO Says 'There's No One Size Fits All' As AI Chip Race Heats Up
Advanced Micro Devices Options Spot-On: On September 19th, 667.61K Contracts Were Traded, With 3.18 Million Open Interest
On September 19th ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 667.61K options for the day, of which put options accounted for 47.69% of the total
SPY Eyes Biggest Jump After a Scheduled Fed Meeting Since the 2008 Financial Crisis
Why Is AMD (AMD) Stock Rocketing Higher Today
NVIDIA & 2 Other AI Stocks to Gain From Lower Interest Rates
The Market Should Stop Fixating on the Fed. 4 Stocks to Buy. -- Barrons.com