Express News | Jefferies Financial: Increased the Target Price for ASML Holding from 840 euros to 880 euros.
Elon Musk Agrees That We've Exhausted AI Training Data
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
Biden Administration Planning More Restrictions on AI Chip Exports; US Semiconductor Companies' Shares Slip After Hours
ASML Investors Could React Negatively If Quarterly Orders Are No Longer Provided -- Market Talk
ASML Could Tamp Down Sales Guidance Range -- Market Talk
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.
Philips Is Said to Have Sold Chipmaking Unit
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.
U.S. Stock Gold Mining | Bullish news keeps coming! The Semiconductors Sector is collectively surging, with Micron Technology soaring 10% in a single day; the demand for AI GPUs and AI ASICs is booming! Taiwan Semiconductor's stock price hits an all-time
The U.S. stock market is experiencing a year-end frenzy in the Sector! Quantum network company IonQ has surged 22% since the New Year, recently acquiring Qubitekk to strengthen its position in the Industry.
Futu Morning Bulletin | The Technology grand event CES is hitting today! Jensen Huang's keynote speech has sparked market expectations; Tencent and Contemporary Amperex Technology respond to being listed in the USA Department of Defense's list: it is a mi
Signals of Trump 2.0 removing regulations? The Vice Chairman in charge of financial regulation at the Federal Reserve will resign early after Trump's rise to power; Bitcoin returns to $100,000, and stocks related to Cryptos soar across the board; FuboTV's stock price skyrockets over 251%! It will collaborate with Disney to merge live television streaming services.
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Equities Mostly Higher Amid Jump in Tech Stocks
Unpacking the Latest Options Trading Trends in ASML Holding
Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025.
U.S. Stock Market Outlook | The three major Futures indices are rising, with Nasdaq Futures up over 1%. AI chip stocks and Robot Concept are strong in pre-market trading, Taiwan Semiconductor is up nearly 5% hitting a new high, and KITT surged over 60%.
Goldman Sachs: Currently expected that the Federal Reserve will cut interest rates by 75 basis points this year, lower than the previously expected 100 basis points; Trump 2.0 raises inflation concerns, traders are Bearish on this year's USA bond market outlook; two Federal Reserve officials have expressed hawkish views: the fight against inflation has not yet achieved victory.
Express News | U.S. stock market semiconductor leaders are strengthening before the market opens, ASML Holding is up over 4%, Micron Technology and AMD are up 2%, and NVIDIA is up over 1%.
Express News | Reports suggest that the ASML Holding CEO will meet with Taiwan Semiconductor Chairman Wei Zhejia.