Shares of Semiconductor and Chip Stocks Are Trading Higher Following Wednesday's Rate Cut, Which Has Lifted Growth Stocks and Rate-sensitive Sectors Such as Tech.
AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
Morgan Stanley Upgrades ASE Technology Holding to Overweight From Equalweight
Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
What Does Falling 'Real' Unemployment Mean for ASX Shares?
Express News | Richtek's revenue in August showed double-digit growth, reaching a nine-month high.
ASE Technology Posts Steady Revenue Growth
ASE Technology August Revenue Drops 1.7% Y/Y to $1.63B
Is Intel facing an existential crisis, the fate of the semiconductor giant?
On one hand, the uproar of Wolfspeed falling from grace has not stopped. On the other hand, Intel's series of crises continue to spread, with declining performance, massive layoffs, product deficiencies, asset sales, and outsourcing spin-offs... Since the beginning of this year, Intel's stock price has fallen by nearly 60%, making it one of the worst-performing chip stocks.
BlackRock: It will take time for capital expenditures to fully translate into revenue. Patience is still needed for artificial intelligence.
Blackrock believes it may take some time to see the capital expenditure of ai fully converted into income.
Is the largest ever wave of phone upgrades about to begin? The Apple iPhone 16 is about to debut, and these 24 Hong Kong and US stocks are expected to see a breakthrough.
Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.
Express News | In July, global semiconductor sales reached $51.3 billion, an 18.7% year-on-year increase.
Shares of Semiconductor Stocks Are Trading Lower Amid Overall Market Weakness. A Drop in the Price of NVIDIA May Weigh Down the Sector.
Express News | SEMI: The global semiconductor equipment market is expected to grow by 3% year-on-year to $109.5 billion.
European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.
①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.
Artificial Intelligence (AI) Market Size to Achieve USD 3,680.47 Bn by 2034
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.