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.
Why Broadcom Inc. (AVGO) Among the Best Semiconductor Stocks to Buy for the AI Boom
Broadcom Options Spot-On: On January 22nd, 289.63K Contracts Were Traded, With 1.77 Million Open Interest
On January 22nd ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 289.63K options for the day, of which put options accounted for 28.81% of the total transactions,
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
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Trump's $500 Billion Stargate AI Plan Puts 3 ETFs In Focus
Broadcom Is Set to Dominate 2025, Say Jefferies and Barclays
J.P. Morgan has an optimistic outlook on the Semiconductors Industry: it will continue to benefit from AI and Datacenter demand, and the non-AI market will also recover.
JPMorgan released its latest research report on the Semiconductors Industry, providing an in-depth analysis of the current state and future trends of the Global semiconductor market.
Shenzhen Farben Information Technology (300925.SZ): The company has not engaged in any business cooperation with Broadcom in the USA.
On January 22, Gelonghui reported that Shenzhen Farben Information Technology (300925.SZ) stated on the investor interaction platform that the company has not had any business cooperation dealings with Broadcom in the USA.
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk
Morgan Stanley Fund: It is expected that market liquidity will be relatively friendly to the broad Technology Sector this year, Bullish on AI, Defense Military Industry, and others.
Morgan Stanley Fund stated that the market liquidity in 2025 is expected to be relatively friendly to the broad Technology Sector. Bullish on AI, defense Military Industry, wind power, and Consumer Electronics industries.
TOP 20 transaction volumes | NVIDIA rose over 2%, with a transaction of nearly 27.5 billion USD; Apple fell over 3%, raising concerns over weak iPhone sales.
Ranked 11th, Oracle rose by 7.17%, with a transaction of 5.051 billion US dollars; ranked 12th, Taiwan Semiconductor increased by 3.4%. Taiwan Semiconductor stated on Tuesday that all its factories have resumed Operation, and the earthquake caused only minor damage and injuries.
U.S. stocks closed higher | All three major indexes rose, with the Dow up over 1%, and NVIDIA rising more than 2% to regain the top position in Market Cap; U.S. space Concept stocks were strong, with RKLB soaring 30%.
On the first trading day of Trump's return to the White House, the Dow rose more than 1%, the chip Index rose over 2% at its peak, after multiple Institutions downgraded it, Apple fell over 3%, and NVIDIA surpassed to reclaim the Global Market Cap throne. Tesla turned down, Trump's media fell 11%, and Oracle, which will collaborate with SoftBank to invest in USA AI Infrastructure, rose over 7%. Netflix's Earnings Reports were Bullish, rising over 10% after hours. The China concept Index rose over 1% before turning down, New Oriental fell over 23%, and Xpeng Autos rose over 6%. Long-term bonds in Europe and the USA led gains, the dollar hit a two-week low, the Canadian dollar and Mexican peso fell, the offshore yuan briefly fell below 7.29 yuan, Trump's coin turned up, US oil fell as much as 3%, and Gold rose over 1% to its highest in more than two months.
Broadcom Options Spot-On: On January 21st, 320.35K Contracts Were Traded, With 2.26 Million Open Interest
On January 21st ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 320.35K options for the day, of which put options accounted for 26.29% of the total transactions,
Qorvo Could Achieve $9.63 EPS By 2026 With Activist Involvement, Morgan Stanley Upgrades Stock
10 Information Technology Stocks Whale Activity In Today's Session
Qorvo Stock Rises on an Upgrade. How an Activist Could Boost Shares by 20%. -- Barrons.com
Check Out What Whales Are Doing With AVGO