Futu Morning Post | Citibank strategist discusses 'Trump's winning trade', a great opportunity to profit from the surge in US stocks; AI capital expenditures continue to expand! Microsoft, Meta released their earnings after the bell and both fell.
USA Treasury Department's heavyweight quarterly refinancing announcement: Maintain long-term bond auction scale and guidance unchanged; the U.S. presidential election is undecided, the dollar hedging cost has risen to the highest since 2022; it will impact 3000 dollars next year! Goldman Sachs raises gold price expectations, stating that central bank demand expectations have quadrupled.
U.S. stocks closed | The three major indexes all fell, technology stocks weakened, super micro computers plummeted over 32%, AMD dropped over 10% after earnings; overall decline in Donald Trump concept stocks, DJT fell over 22%.
The economic data in the USA is mixed, with the market adjusting down significantly to expectations of a large interest rate cut by the European Central Bank and rate cuts by the United Kingdom in December. US stocks fell across the board, with the chip index dropping by over 3%, nvidia falling by over 3% at one point, Chinese concept stocks dropping by over 2% before halving the decline, and li auto inc turning upwards by nearly 2%.
ASML Holding N.V. (ASML) Faces Challenges Amid Semiconductor Short Positions
Shares of Chip Stocks Are Trading Lower. The Sector May Be Under Pressure After AMD and Qorvo Fell on Their Respective Earnings Reports and Outlook. Additionally, SMCI May Be Causing Sector Uncertainty After Its Independent Auditor Resigned.
Tech: Chip Equipment Giant ASML Poised to Bounce Back
Futu Morning Post | Global asset frenzy! Nasdaq, gold hit record highs, bitcoin nearing historical highs; Cloud business strong growth! Google up nearly 6% after hours.
Da Ma: US stocks have not fully priced in a Trump victory; The "fear index" VIX has turned net long for the first time since 2018; AMD fell more than 7% after-hours, fourth-quarter revenue outlook fell short of analyst's expectations.
U.S. stocks close | The three major indexes are mixed, with the Nasdaq hitting a new high for the fourth consecutive rise; chip stocks are strong, AMD closed up 4% but fell over 7% after hours due to poor guidance; cryptos concept stocks are rising.
The USA economy is mixed, with consumer confidence increasing but job vacancies hitting a three-and-a-half-year low. The Dow Jones and small cap stocks fell, while the S&P and Nasdaq turned higher. The chip index rose by more than 2%, while the Chinese concept index turned down by over 1%. Trump's media fluctuations have repeatedly caused trading to be suspended.
asml holding third-quarter orders exceeded expectations
October 30th, ASM International, a Dutch semiconductor equipment manufacturer, reported third-quarter revenue of 0.7786 billion euros, analyst expected 0.7641 billion euros; third-quarter orders of 0.8153 billion euros, analyst expected 0.7682 billion euros; third-quarter operating profit margin of 27.6%, analyst expected 25.7%; third-quarter gross profit margin of 49.4%, analyst expected 48.5%; expected fourth-quarter revenue of 0.77 billion-0.81 billion euros, analyst expected 0.7898 billion euros.
Dutch company ASM International's third-quarter orders exceeded expectations driven by the artificial intelligence boom.
ASM International's third-quarter orders exceeded expectations, driven by the artificial intelligence boom for this Dutch semiconductor equipment manufacturer.
Watching ASML; Shares Move Higher As Company Peer ASM International Reports Q3 Orders Of €815.3 Million Vs €768.8 Million; Q4 Expected Revenue Of €770 Million - €810 Million; Expects Revenue To Be In Range Of €3.2 Billion - €3.6 Billion For 2025
Why ASML Holding Stock Is Down 15% This Month
US stocks closed | The three major indices collectively rose, with the China Golden Dragon Index leading the large cap with a rise of over 4%; Bitcoin returned to $0.07 million, and crypto concept stocks strengthened; Donald Trump concept stock DJT surged
Small cap stocks rose 1.7% to lead the way, Nasdaq approaching its all-time high, tesla reversed down by 2.5%, nvidia fell by 1% at one point, nio inc surged over 10%, North American uranium mines and nuclear energy concept stocks rose together, Altman-backed Oklo surged over 28% to a new high.
ASML Holding (ASML): A Prime Stock to Buy Before the Next Split
jpmorgan warning: ai demand surge is overwhelming usa water resources!
JPMorgan stated that the USA is facing serious water resource pressure, which could harm the world's largest economy and affect corporate valuations.
What the Options Market Tells Us About ASML Holding
ASML Holding To Go Ex-Dividend On October 29th, 2024 With 1.65543 USD Dividend Per Share
October 27th (Eastern Time) - $ASML Holding(ASML.US)$ is trading ex-dividend on October 29th, 2024.Shareholders of record on October 29th, 2024 will receive 1.65543 USD dividend per share on
ASML Holding NV: Strong Backlog and EUV Demand Underpin Buy Rating Despite Recent Challenges
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
This Semiconductor Stock Just Dropped 18%. Is It a Buy Before It Recovers?
US stocks closed | The three major indices rose and fell unevenly, with Tesla soaring 22%, marking the largest increase in eleven years.
Economic data supports the market's bet on a routine 25 basis point rate cut by the Federal Reserve in November. The US stock market only saw a drop in the Dow, the first four-day consecutive decline since June, dragged down by IBM and Boeing. The Chinese concept index fell by 1.6% before halving its decline, while Li Auto Inc surged more than 1%.