Unusual Options Activity: AMKR, PEG and Others Attract Market Bets, AMKR V/OI Ratio Reaches 393.1
EST Jan 24th Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
Is Amkor Technology (AMKR) Among the Undervalued Semiconductor Stocks to Buy According to Analysts?
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.
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk
Amkor Technology to Announce Fourth Quarter and Full Year 2024 Financial Results on February 10, 2025
The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?
Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.
Gamma Data: In 2024, the Global AI industry financing amount exceeded 400 billion yuan, a year-on-year growth of over 77%.
In 2024, the Global AI industry financing amount exceeded 400 billion yuan, with a year-on-year growth of over 77%. The financing amount for general models reached 266.5 billion, accounting for over 50% of the total financing amount.
Amkor Technology (NASDAQ:AMKR) Has A Pretty Healthy Balance Sheet
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.
① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.
Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.
FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.
Breaking Down The Myths Of AI
Amkor Technology (AMKR) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Elon Musk Agrees That We've Exhausted AI Training Data
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.
According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.