AMDL250117P7000
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GraniteShares 2x Long AMD Daily ETF Newsroom
The soaring US Treasury yield has impacted the stock market; how should this be addressed? The following events deserve close attention!
This wave of decline is closely related to the rise in U.S. Treasury yields. Since Federal Reserve Chairman Powell clearly shifted focus to inflation at the December meeting last year, the increase in Treasury yields has put pressure on the U.S. stock market.
Did AMD Just Say "Checkmate" to Nvidia?
Today's Analyst Rating | Wells Fargo Downgrades Meta Platforms to Hold, Tesla Price Target Raised to $430 by Morgan Stanley
Jan 13, Wall Street analysts have updated their stock ratings today including $Meta Platforms(META.US)$ and $Tesla(TSLA.US)$.
Express News | Exclusive-Tech Supplier Arm Holdings Developing Plans to Hike Prices, Possibly Make Its Own Chips: Sealed Court Records
Wells Fargo Maintains Advanced Micro Devices(AMD.US) With Buy Rating, Cuts Target Price to $165
Express News | The USA has introduced new regulations for AI Chip control, with both NVIDIA and Oracle clearly opposing it.
There Goes 80% of the Market, Says One Reaction to New White House Microchip Rules
Social Buzz: Wallstreetbets Stocks Fall Premarket Monday; Nvidia, Tesla to Open Lower
Express News | U.S. Listed Shares of TSMC Down 3.8%
Express News | Marvell Technology Down 2.8%, Broadcom Down 2.8%
Express News | Nvidia Down 3.2%, Advanced Micro Devices Down 1.8%, Intel Down 1.2%
Express News | Chip Stocks Fall Premarket; US Expands AI Chip Export Curbs
Nvidia Says New Chip Rule 'Will Derail AI Progress for Industries'
Express News | Advanced Micro Devices, Inc. : Wells Fargo Cuts Target Price to $165 From $205
Express News | US tightens its grip on AI chip flows across the globe
The White House Just Issued New AI Chip Export Limits; Nvidia Stock Is Lower.
Express News | The USA has announced new regulatory measures for AI chips.
Daily Options Tracking | The high-performing stock WBA surged nearly 30% last Friday, with a call option expiring this Friday netting over 5 times profit; Tesla's Put ratio rose to 45%, with large investors spending tens of millions of dollars on bullish
NVIDIA fell over 3% in the previous trading day, with the Options Chain volume increasing to 4.15 million contracts, of which Put options accounted for 40.8%; on the Options Chain, the call option with a strike price of 140 dollars expiring this Friday had the highest volume of 0.236 million contracts, with an open interest of 0.251 million contracts.
Major firm rating丨Goldman Sachs: Earnings forecasts for the Semiconductors Industry will turn positive in the second half of the year, with ratings of "Buy" for NVIDIA, Micron, and others.
On January 13, Gelonghui reported that Goldman Sachs pointed out that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those supporting AI Infrastructure, such as Credo Technology which rose 2.45 times, NVIDIA which rose 1.71 times, Broadcom which rose 1.08 times, Marvell Technology which rose 83%, and Arm which rose 64%) significantly outperformed stocks in areas like Microcontrollers (MCUs) and Power, such as Microchip Technology which fell 36% last year, and Qorvo which fell 38%.
Major rating丨Mizuho: Downgraded AMD's Target Price to $160, maintaining an "Outperform" rating.
On January 13, Gelonghui reported that Mizuho has lowered the Target Price for AMD from $180 to $160, while maintaining a "outperform" rating. Mizuho indicated that NVIDIA's expansion of its latest chip production could limit AMD's ability to secure advanced packaging capacity, which is a key bottleneck in the AI chip supply chain. (Gelonghui)