What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
Express News | U.S. stocks opened slightly lower, with the Dow down 0.05%, the Nasdaq down 0.51%, and the S&P 500 Index down 0.15%. Chip stocks generally fell, with Micron Technology down over 4%, ASML Holding down over 3%, and NVIDIA, AMD, and Taiwan Semiconductor down
Where Will AMD Stock Be in 3 Years?
Nvidia Stock Falls Despite Stargate. Why SK Hynix Is Weighing on Chip Makers
Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Thursday; AST SpaceMobile, Trump Media & Technology Group to Decline
Daily Options Tracking | "Stargate" concept stocks are in a frenzy! Microsoft call options yield over 51 times return; American Airlines trading heats up before earnings, with Put ratios rising to 39%.
Surging after earnings! Netflix's performance exceeded expectations, rising nearly 10% yesterday. Options Volume increased by 3.22 times to 0.55 million contracts compared to the 30-day average, with Call options accounting for 60%.
The Zacks Analyst Blog NVIDIA, Palantir, Microsoft, Intel and Advanced Micro Devices
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
Ming-Chi Kuo: Himax Technologies (HIMX.US) is becoming a "key" beneficiary of Taiwan Semiconductor's advanced packaging technology COUPE.
Ming-Chi Kuo, an Analyst from Tianfeng International Securities, stated on Wednesday that Himax Technologies is becoming a "key" beneficiary of Taiwan Semiconductor's AI and silicon photonics programs.
Express News | Ming-Chi Kuo: AMD may become the first customer to adopt Taiwan Semiconductor's advanced packaging technology COUPE.
Jim Cramer on Advanced Micro Devices (AMD): "Cut by Goldman and Struggling to Accelerate Growth – Here's Why"
Why Advanced Micro Devices, Inc. (AMD) Among the Best Semiconductor Stocks to Buy for the AI Boom
Advanced Micro Devices Options Spot-On: On January 22nd, 578.19K Contracts Were Traded, With 3.29 Million Open Interest
On January 22nd ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 578.19K options for the day, of which put options accounted for 29.64% of the total
2 AI Stocks to Buy for Potential 2025 Gains: NVIDIA & Palantir
Analyst Praises AMD-Partner Absci's Practical Approach, Sees 118% Stock Upside
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
Advanced Micro Devices, Intel Could Report In-Line Q4 Results Amid PC Headwinds, BofA Says
AMD (AMD) Yield Shares Purpose ETF Declares CAD 0.20 Dividend
Famous research company: The historic bull market of the Nasdaq 100 is not over yet.
The head of technical analysis at Evercore ISI believes that both the Nasdaq 100 and the S&P 500 seem poised to reach historical highs in the first quarter.
Jim Cramer: AMD Is A 'Great' Company, Hold Onto Dow Inc.