Qualcomm takes over Intel? JPMorgan: A new overlord emerges, bearish for Taiwan Semiconductor, disastrous for Samsung.
JPMorgan believes that acquiring Intel will make Qualcomm a new overlord in the fields of client computing, automotive computing chips, and datacenter CPUs, but it will also impact the Asian technology supply chain, be bearish for Taiwan Semiconductor, and pose significant risks to Samsung.
Intel Options Spot-On: On September 24th, 469.36K Contracts Were Traded, With 4.49 Million Open Interest
On September 24th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 469.36K options for the day, of which put options accounted for 31.74% of the total transactions,
10 Information Technology Stocks With Whale Alerts In Today's Session
Super Micro Computer Unveils New Intel-based X14 Servers
Express News | Supermicro Adds New Max-Performance Intel-Based X14 Servers, Delivering the Industry's Broadest Range of Workload-Optimized Systems for AI, HPC, Cloud, and Edge
Express News | Intel Unveils Next-Generation AI Solutions With the Launch of Xeon 6 and Gaudi 3
Express News | Asus Announces Its Zenbook S 14 (Ux5406) Powered by the New Intel® Core™ Ultra Processor (Series 2) Is Now Available in Canada
Pre-market up nearly 2%! allegro microsystems (ALGM.US) subsidiary Polar Semiconductor receives $0.123 billion "Chip Act" funding.
Polar Semiconductor will be the latest company to receive funding under the Chip Investment Act.
Social Buzz: Wallstreetbets Stocks Mixed Premarket Tuesday; Micron Technology to Advance, AST SpaceMobile to Decline
Don't Count on a Megadeal to Save Intel -- Heard on the Street -- WSJ
Daily options tracking | Chinese concept stocks soar! Alibaba, jd.com options call ratios as high as 80%; tesla recovers all year-to-date declines, overnight call orders earn nearly double.
After the end of the sales ban, the selling pressure intensified, and Trump's media DJT has fallen continuously for six days, with a total decline of over 32%. Options trading has seen three consecutive days of increased volume, recording nearly 0.16 million contracts overnight, with puts accounting for the majority of the decline to 56%.
Intel cannot be acquired by Qualcomm! Analysts have spoken out one after another to squash the trend.
①Last week, news emerged that Qualcomm is discussing the acquisition of Intel, which also led to a more than 3% increase in Intel's stock price on Monday; ② Analysts believe that this deal is not appropriate, whether for Intel or Qualcomm, a merger of the two companies could be a painful start.
Intel, Which Cratered Around 77% From Its 52-Week Peak, Finds A New Knight In Shining Armor As Qualcomm And Apollo Propose Buyout Deal, But This Analyst Thinks It Doesn't Make Sense: 'It Seems Very Risky To Us Given Uncertain Returns'
Bank of America: If Qualcomm acquires Intel, Taiwan Semiconductor (TSM.US) will face both opportunities and challenges.
With the continuous development of Qualcomm (QCOM.US) and Intel (INTC.US), taiwan semiconductor (TSMC.US) also faces potential opportunities and risks.
Analyst: intel (INTC.US) being acquired by qualcomm (QCOM.US) seems unlikely, while investment from Apollo (APO.US) is possible.
Analysts believe that the trade between qualcomm and intel is unlikely to materialize.
Private equity giant, planning to invest up to 5 billion US dollars! Can intel turn things around?
Can Intel turn the tide? Bloomberg reported on Sunday, citing informed sources, that private equity firm Apollo Global Management is willing to invest up to $5 billion in Intel in the form of equity investments. Due to the impact of poor performance, Intel's stock price has plummeted by 56% year to date.
Trading volume TOP 20 | Tesla soared nearly 5%, analysts expect third-quarter delivery volume to exceed expectations; Meta's stock price hits a new high again.
Nvidia ranked first in trading volume in the US stock market on Monday, closing up 0.22%, with a turnover of $23.897 billion. Nvidia recently announced a partnership with G42, an AI application development company in the UAE, to leverage existing technological capabilities and develop a weather forecasting AI model based on Nvidia's Earth-2 project.
US stocks closed higher: all three major indexes rose collectively, with the S&P and Dow hitting new highs, and tesla surged by about 5%.
①S&P 500 index, Nasdaq hit new highs again; ②Large technology stocks mostly rose, with Tesla up about 5%; ③Intel rose over 3%, news said Qualcomm is interested in acquiring Intel, Apollo Global Management is in talks to invest in it.
Dow, S&P 500 Close at Record Highs
Intel Options Spot-On: On September 23rd, 674.08K Contracts Were Traded, With 4.9 Million Open Interest
On September 23rd ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 674.08K options for the day, of which put options accounted for 27.64% of the total transactions,