Benzinga Bulls And Bears: Nvidia, Tesla, MicroStrategy, Plug Power — And Crypto Traders Anticipate Dogecoin Topping 50 Cents
nvidia zhongji innolight enters the market! The high-speed rate optical module shipments drive the demand for optical chips to double. Which domestic manufacturers can get a share?
①AI drives demand for high-speed optical modules, leading to a shortage of optical chips, with international major factories announcing price hikes; ②The demand for optical chips is expected to continue to rise, guangdong, Wuxi, nvidia, and others have recently announced investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by overseas manufacturers, with domestic 100G EML optical chips still not shipping in large quantities.
Weekend Reading | Huang Renxun's latest speech: Nvidia is building an "AI brain", which will have 0.1 billion ai assistants in the future.
The most effective way to do it is to take action immediately.
Nvidia 'recaptures first place'.
LSEG data shows that nvidia's market cap once reached $3.53 trillion, slightly higher than apple's $3.52 trillion, and by the end of the trading day, the market cap slightly dropped to $3.47 trillion, below apple. Year to date, nvidia's stock price has surged by almost 190%.
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Shares of Semiconductor and Chip Stocks Are Trading Higher. Strength May Be in Sympathy With Western Digital, Which Reported a Q1 Earnings Beat. Additionally, Tech Stocks May Be up Amid a Drop in Yields.
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US stock market outlook | The three major futures indexes rose slightly, with Chinese concept stocks generally rising; as tesla soared, "Wood Sister" took the opportunity to sell $22 million worth of shares.
Taiwan Semiconductor rose more than 1% pre-market, and prices for sub-5nm next year may increase again; Spirit Airlines surged nearly 13% pre-market, planning to sell planes and lay off employees to reduce costs; Apple's smart phone market share in China returned to the top 5! The iPhone 16 is expected to kick off a new upgrade cycle.
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Daily options tracking | Achieved the best single-day performance in over 11 years! Tesla's multiple call options earned more than 20 times; trading is hot! SoFi, super micro computer put options volume surged.
Nvidia's options volume yesterday was 2.64 million contracts, with call options accounting for 64.5% of the total. The highest volume was for end-of-day calls with a strike price of $140, reaching 0.23 million contracts, with an open interest of 0.08 million contracts.
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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.
tesla took the lead in handing in a dazzling financial report! apple, microsoft, and others will take the stage one after another next week. Can the seven giants of the US stock market continue their brilliance?
Financial reports are the recent focus of the market. Next week, financial reports from technology giants such as apple, microsoft, google, amazon, and Meta will be released. So far, more than 27% of the S&P 500 index component companies have reported third-quarter performance, with 76% of companies exceeding expectations.
Adjustment of positions is dominant as the general election approaches.
The Nikkei Average fell. It closed at ¥37,913.92, down ¥229.37 (volume approximately 1.56 billion shares), breaking below the psychological milestone of ¥38,000 for the first time in about three weeks. The yen temporarily eased to the mid-151 yen level against the dollar, causing selling pressure ahead of the Chicago 225 futures. Heightened selling pressure from position adjustments ahead of the weekend House of Representatives election dampened investor sentiment. Shortly after the start of afternoon trading, it fell to ¥37,713.00.
US stocks are too concentrated! Below the 50% red line, asset management institutions can only sell technology stocks.
This year, the U.S. stock market is unprecedentedly concentrated, with nvidia, apple, and other technology stocks contributing to about half of the index's increase. Funds such as Fidelity and Pimco were forced to sell technology stocks in order to comply with regulatory requirements to keep the investment proportion of heavy-weighted stocks in the portfolio below 50%.
Express News | Japan's stock market closed: The Nikkei 225 Index fell by 0.6%, Nippon Yusen and Mitsui O.S.K. Lines both dropped by over 3%.