GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
Roth MKM Is Growing Concerned About the Technology Sector
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Earnings Week Ahead: TSLA, GE, GM, KO, PM, LUV, AAL, VZ, T and More
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Tesla, General Motors, AT&T, and More Stocks to Watch
Lam Research (LRCX) Stock Dips While Market Gains: Key Facts
Unusual Options Activity: AAL, GEV and Others Attract Market Bets, AAL V/OI Ratio Reaches 82.5
EST Oct 18th Afternoon Delivery - In the last two 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
Unusual Options Activity: ACI, TAL and Others Attract Market Bets, ACI V/OI Ratio Reaches 625.0
EST Oct 18th Morning Delivery - In the last two 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 trends.
This week, the US stock market is bullish | Continuous bullish news during earnings season! Taiwan Semiconductor's market cap exceeds one trillion, Blackstone and Morgan Stanley hit new highs together; Bitcoin gathers strength to surge! Exchange giant Coi
This week, the Dow Jones Industrial Average rose by 0.88% to 43,239.05 points; during the same period, the s&p 500 index rose by 0.45% to 5,841.47 points; the nasdaq index rose by 0.17% to 18,373.61 points during the same period.
Earnings Preview: Lam Research to Report Financial Results Post-market on October 23
$Lam Research(LRCX.US)$ is scheduled to release its financial results post-market on October 23 ET. Earnings PreviewAnalysts estimate $Lam Research(LRCX.US)$ to post revenue of USD4.06B for 2025Q1,
Lam Research Options Spot-On: On October 17th, 89,159 Contracts Were Traded, With 894.08K Open Interest
On October 17th ET, $Lam Research(LRCX.US)$ had active options trading, with a total trading volume of 89,159 options for the day, of which put options accounted for 46.98% of the total transactions,
Is There An Opportunity With Lam Research Corporation's (NASDAQ:LRCX) 38% Undervaluation?
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | LAM Research : BofA Global Research Cuts Price Objective to $88 From $96
Lam Research's (NASDAQ:LRCX) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
The ASML Chip Crash Is an Opportunity for Investors
Shares of Chip Companies and Semiconductor Equipment Stocks Are Trading Lower on Continued Weakness Following Weak Guidance From ASML.
Lam Research (LRCX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release