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.
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.
ARM Holdings Down Over 8%, on Pace for Largest Percent Decrease Since August 2024 -- Data Talk
ARM Holdings Option Alert: Jan 31 $200 Calls At The Ask: 913 @ $0.35 Vs 4342 OI; Earnings 2/5 After Close Ref=$164.2
U.S. stock market update丨Semiconductor stocks collectively declined: ARM fell over 6%, Micron Technology fell more than 4%, NVIDIA dropped 2%.
On January 23, Gelonghui reported that U.S. semiconductor stocks collectively fell, with ARM down more than 6%, Micron Technology down over 4%, NVIDIA down 2%, and AMD down nearly 2%. In terms of news, SK Hynix warned that the demand for Commodity Memory Chips will decrease significantly.
Daily short sale tracking: NVIDIA's short volume increased by 9 million, with a short sale ratio of 11%
NVIDIA(NVDA.US) ranked top of the list had the largest change in short volume (9.94 million shares), and the short volume ratio of TELUS(TU.US) reached 40.69%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
OpenAI, SoftBank to Each Commit $19B to Stargate Project: Report
Analysts Have Conflicting Sentiments on These Technology Companies: Paylocity (PCTY) and ARM Holdings PLC ADR (ARM)
U.S. Stock Market Gold Mining | Netflix takes off! After earnings, it surged nearly 10% to a historic high; 'Stargate' ignites AI Concept, Arm soared nearly 16%, Taiwan Semiconductor continues to reach new highs.
In the last quarter, Netflix's paid users surged nearly 19 million, skyrocketing nearly 10% post-earnings, reaching an all-time high! The stock price has nearly doubled since last year.
These Stocks Are Moving the Most Today: Electronic Arts, Arm, Nvidia, AST SpaceMobile, GE Aerospace, and More -- Barrons.com
What does the "Stargate" mean for the AI Industry? JPMorgan's latest interpretation is here.
JPMorgan believes that an additional capital expenditure of 100 billion dollars may help alleviate concerns about AI Chip capital expenditures in 2026. Given the urgency of project initiation, NVIDIA may benefit in the short term. In the long run, OpenAI and SoftBank's future efforts in custom ASIC chips may reduce dependency on NVIDIA.
The Stargate Project Is Big on Ambition and Light on Details
Zacks Investment Ideas Feature Highlights ARM Holdings, Nvidia, Oracle and Microsoft
Why Arm Holdings Plc (ARM) Soared on Wednesday
Under the wave of AI, SK Hynix's profits in Q4 soared more than 20 times, yet investors are not "buying it".
SK Hynix announced that last year's fourth quarter operating profit increased more than 20 times, reaching 8.08 trillion won.
"Stargate" reveals cracks in the White House! Musk questions participants lack of funds, Ultraman retorts: come see it live if you disagree.
Musk publicly questioned whether the participants of the "Stargate" could fulfill their promises, revealing initial signs of internal fractures within the White House.
Express News | U.S. stock market after hours: WSB Concept stocks GameStop rose nearly 5%; Micron Technology fell more than 3%.
Express News | CITIC SEC: The investment sentiment in Global AI infrastructure continues to thrive, and domestic computing power demand is expected to increase steadily.
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
Top 20 by trading volume | Trump officially announces the "Stargate" project, ARM surges by 16%; Netflix jumps nearly 10% after earnings.
NVIDIA ranked first, rising by 4.43% with a trading volume of 34.602 billion dollars. Netflix ranked fourth, increasing by 9.69% with a trading volume of 13.788 billion dollars. Oracle ranked seventh, rising by 6.75% with a trading volume of 8.846 billion dollars.