Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Microsoft, Salesforce Battle Heats Up As AI Agent Technology Takes Center Stage
'The Supply Chain Foresees Impending Competition With Nvidia's Launch Of The GB200 Infrastructure' - DigiTimes Alert
AI Chips Reign While Auto, Industrial Semis Face Headwinds: Susquehanna
Aster Labs, Super Micro, Others Give off Positive Vibes at OCP Summit: Needham
US Stock Market Outlook | Intense US election! Wall Street fully bets on the 'Trump trade'; Is the sky the limit? Bank of America raises nvidia's target stock price: can it rise another 38%
International gold price breaks through $2,700! Golden industrial concept strengthens before the market opens; Apple's demand in China is picking up? Sales of iPhone 16 in the first three weeks before launch increased by 20% year-on-year; Cryptocurrency market sentiment is rapidly heating up! Bitcoin once approached $70,000.
Investors Lost Over 95% Of Their Wealth In This Nvidia-Linked ETF While Jensen Huang-Led Chip Giant Gained 220% In The Past Year: Here's More
Daily options tracking | Outstanding stocks surge! Netflix earns more than double with multiple call options; Cryptocurrency concept stocks collectively 'celebrate', MSTR, MARA both see price fluctuations exceeding 100%.
Trump Media Technology Group fell slightly over 1% last Friday, extending the historical high volatility to 290.5%, with the call ratio rising to 62.8%; options volume reached 0.21 million contracts, up 34% from the previous trading day.
Nvidia's New Free, Open Source AI Model Reportedly Outperforms OpenAI's GPT-4o, Anthropic's Claude 3.5 Sonnet
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
The Nikkei average fell slightly, ending in a consolidation around the previous day's closing level, with 9 consecutive negative days of trading.
Last weekend, the Dow Jones Industrial Average in the USA market closed at 43,275.91 dollars, up 36.86 dollars, while the Nasdaq ended trading at 18,489.55 points, up 115.94 points. With profit-taking sells near record highs and a retreat in optimistic economic views, the Dow traded weakly. The Nasdaq, driven by the rise of mobile device giant Apple and semiconductor company Nvidia, as well as supported by the decline in long-term interest rates, continued to trade strongly, pushing up the overall market. Towards the end, the Dow also recovered into positive territory, hitting new record highs for consecutive days.
The sky is the limit! Bank of America Merrill Lynch raised nvidia's target stock price: it can rise another 38%
①The Bank of America analyst has raised the target stock price of Nvidia to $190 per share; ② they believe that the artificial intelligence market will grow to $400 billion, which will bring 'generational opportunities' to Nvidia.
Bull market in US stocks expected to continue! Survey: s&p 500 expected to close at nearly 6000 points this year.
①According to the latest Markets Live Pulse survey, despite the upcoming US presidential election being a major uncertainty factor, the crazy rebound of US stocks this year is expected to continue until the final stage of 2024; ②According to the median estimate of 411 respondents, the s&p 500 index is expected to close at 5977 points this year, about 2% higher than the closing price of 5865 points last Friday.
OpenAI's Chinese Cousins Alibaba, And ByteDance Are Slashing AI Costs And Defying US Chip Sanctions: Beijing's Strength Is To 'Build Fast, Build Reliably And Build Cheap'
Panic buying in the US stock market, s&p 500 is expected to close near 6000 points this year.
U.S. stocks saw the largest net buy since December 2023, with projections indicating s&p 500 will close the year at nearly 6000 points.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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What signal? Goldman Sachs: "Smart money" is flowing into technology stocks at the fastest pace in five months!
The global hedge fund known as the "smart money" went on a "crazy buying spree" of American information technology stocks such as semiconductors and hardware up to last Friday (the 18th), the fastest pace in five months. Goldman Sachs's institutional brokerage department stated that portfolio managers have been net buyers of American information technology stocks for the third consecutive week.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of breakthrough stocks in the market Code Company name Closing price Leading span A Leading span B Tokyo Stock Exchange main board <1515> Nippon steel ore 4475 4192.5 4455 <1968> Taihei Electric 5380 5271.25 5032.5 <2292> S FOODS 2788 2646.25 2762.5 <2301> Academic situation 1748
AI, Digital Ad Rebound to Push Tech Stocks up After 'Robust' Q3 Earnings Season: Wedbush