Wolfspeed to Get up to $750M in Proposed CHIPS Act Funding
US Mulls Export Caps on AI Chips From Nvidia, AMD to Some Nations - Report
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Intel Options Spot-On: On October 14th, 175.17K Contracts Were Traded, With 4.77 Million Open Interest
On October 14th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 175.17K options for the day, of which put options accounted for 41.81% of the total transactions, and
After eight weeks of selling off, the hedge fund bought back US stocks, achieving the fastest speed since 2021.
The US stock market is currently experiencing active buying and market growth, but the market's high valuation is a concerning issue that may trigger future adjustments.
The Past Three-year Earnings Decline for Intel (NASDAQ:INTC) Likely Explains Shareholders Long-term Losses
Express News | Jabil Introduces New High-Performance, Purpose-Built AMD and Intel Servers Optimized for AI, Fintech, and Cloud Applications
Here's What Dragged Intel Corporation (INTC) in Q3
Viewpoint | Countdown to the election, Trump's trade makes a comeback.
It is not difficult to find from the recent market trends that the trading logic dominated by 'rate cut trade' has quieted down after the first rate cut by the Federal Reserve, while the Trump trade centered around 'tax cuts + easing' is making a comeback.
Small-Cap Stocks Can Fill the Mag 7 Market Void. 4 to Play.
Intel Corporation (INTC) Faces Uncertainty Ahead of Q3 Earnings as Workforce Cuts and Foundry Split Plans Raise Concerns, Bank of America Maintains Underperform Rating
In the era of AI dominated by nvidia, can amd "get a piece of the pie"?
On Thursday, October 10th, AMD launched its flagship AI chip MI325X, AI accelerator, and multiple networking chips. AMD claims that the inference performance surpasses NVIDIA's similar AI chips, but the stock price still plummeted that day. Analysts commented that although AMD released a new chip, the company's recent financial prospects have not changed significantly. Investors are still waiting for returns from AMD's AI business, hoping to get a share of the AI market.
The Creator of 'Moore's Law' Said It Couldn't Continue Forever—and Would Be Astounded by the Chips Intel and Its Competitors Are Making Now
The Economy Under Trump Vs. Biden -- WSJ
Intel Options Spot-On: On October 11th, 266.51K Contracts Were Traded, With 4.78 Million Open Interest
On October 11th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 266.51K options for the day, of which put options accounted for 31.36% of the total transactions, and
JPMorgan Chase, Boeing Share Gains Contribute To Dow's 315-Point Jump
Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
AMD's AI Event Falls Short to Spur Investor Sentiment, Remains Mixed Bag: Analysts
Are Intel (INTC) Shares Worth Another Look?
Here Is What Analysts Had to Say After AMD's AI Event