Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
Kulicke and Soffa Rises After Needham Upgrades on Potential Growth in TCB Business
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
The Age of AI Is Still in the Early Innings. -2-
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Applied materials (AMAT.US) Q1 revenue guidance is below expectations, raising concerns about chip demand.
applied materials announced its fourth quarter performance.
Intel Options Spot-On: On November 14th, 351.49K Contracts Were Traded, With 4.98 Million Open Interest
On November 14th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 351.49K options for the day, of which put options accounted for 40.73% of the total transactions, and
Unusual Options Activity: DKNG, AVY and Others Attract Market Bets, DKNG V/OI Ratio Reaches 357.1
EST Nov 14th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Intel's Comeback Conundrum: Will INTC Stock Soar or Stumble in 2024?
Daily short sale tracking: Rivian Automotive's short volume increased by 11 million, with a short sale ratio of 13%
Rivian Automotive(RIVN.US) ranked top of the list had the largest change in short volume (11.05 million shares), and the short volume ratio of Sun Life Financial(SLF.US) reached 64.54%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
asml holding: Expected sales to reach 44 billion to 60 billion euros by 2030.
Dutch lithography giant asml holding announced on Thursday that it expects its sales to grow to between 44 billion and 60 billion euros (approximately 46.4 billion to 63.3 billion dollars) by 2030, which means an average annual growth rate of 8% to 14% driven by strong demand for its most advanced tools. This guidance was issued ahead of asml holding's biannual investor day event at its headquarters in the Netherlands and is consistent with the company's previous long-term guidance released in 2022. The company also maintains its target of achieving a gross margin of 56% to 60% by 2030. The company's CEO.
TechInsights: AMD (AMD.US) has surpassed intel (INTC.US) in datacenter revenue for the first time.
AMD's success can be attributed to various factors, with the most important being that, apart from nvidia, customers lack other options, and intel's delay in accelerator products has provided AMD with market opportunities.
Intel Options Spot-On: On November 13th, 308.69K Contracts Were Traded, With 4.87 Million Open Interest
On November 13th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 308.69K options for the day, of which put options accounted for 23.65% of the total transactions, and
Semiconductor Foundry Stocks Mixed Amid Strong Tower Semiconductor Q3 Results
Intel Slashed Its Stake in This AI Stock Shortly Before It Surged -- Barrons.com
Tower Semiconductor Q3 Earnings: Revenue And Profit Beat, Plans $350 Million Expansion
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year