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Winning the 1.1 billion US dollars antitrust lawsuit from the European Union, will this be intel's lifesaving straw?
After reexamination, the European Court of Justice rejected the EU's antitrust allegations against Intel, lifting the $1.14 billion fine imposed on Intel. Despite winning this lawsuit, there is still another related legal dispute unresolved, as the European Commission imposed a new fine of 0.37636 billion euros on Intel last year, which Intel is currently appealing.
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
Do Trump's Tariffs Signal the Start of Another Great Depression?
The US presidential election is highly contested, with 23 Nobel Prize winners jointly endorsing Harris.
According to the latest news, 23 scholars who have won the Nobel Prize in Economics issued a joint statement on October 23rd in the usa, supporting the Democratic presidential candidate Harris, and criticizing her Republican rival Trump's economic plan, especially his proposal to impose tariffs.
Equities Good Place to Be Even If Trump 2.0 Inflation Fears Are Realized: JPMorgan
Intel Options Spot-On: On October 24th, 189.33K Contracts Were Traded, With 4.51 Million Open Interest
On October 24th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 189.33K options for the day, of which put options accounted for 45.63% of the total transactions, and