No Data
Is the market becoming impatient? More and more people are discussing the fact that AI burns so much money but earns so little.
So far, AI technology has produced almost no economic benefits. Faced with the huge gap between burning and earning money with AI, the market's patience for technology stocks is gradually disappearing.
Micron Technology Options Trading: A Deep Dive Into Market Sentiment
Investors with a lot of money to spend have taken a bullish stance on Micron Technology (NASDAQ:MU).And retail traders should know.We noticed this today when the trades showed up on publicly available
Bank of America report: Active funds cool on semiconductor stocks, while Nvidia remains popular.
The relative weight of the semiconductor industry has continued to decline from 1.16 times the level in June 2023 to 0.99 times.
The AI wave has driven the amount of risk investment in the USA to a new high in nearly two years, while the exit activity has continued to be sluggish.
In the second quarter of 2024, the amount of venture capital in the USA reached $55.6 billion, a 47% increase compared to the previous period and also the highest in the past two years. However, the continued slump in exit activities also poses challenges to the sustainability of VC financing and subsequent investments.
Bullish on Micron's future performance and future investment value - Research report by Citic Securities.
On July 3, Guolonghui reported that Citic Securities issued a report stating that Micron's quarterly results slightly exceeded expectations, but the guidance for the next quarter was lower than market expectations. Considering that the company's third-quarter performance slightly exceeded expectations, storage pricing is expected to continue to rise, downstream customer inventory has approached normal levels, and HBM products have been successfully shipped, the forecast for the company's revenue for fiscal year 2024 to 2026 has been adjusted to US$25 billion, US$39.7 billion, and US$44.3 billion, respectively. The original predicted values were US$24.8 billion, US$35.1 billion, and US$41.6 billion. Adjusted forecasts for non-GAAP net income for 2024 to 2026 are US$1.18 billion, and 1
Narrow growth in US stock market! Only a few stocks, in addition to technology giants, are also soaring.
According to the Piper Sandler's analyst listed in its Portfolio Strategy report, the stocks with the highest increase measured by standard deviation are presented. Overall, the S&P 500 index has risen 14.5% so far this year. The outstanding performance in the first half of this year is the third best in the past 25 years, second only to the first half of 2019 and the first half of 2023. However, despite the strong performance of large-cap stocks, which undoubtedly drove the market up, most US stocks are still falling. Although the S&P 500 index hit new highs in the second quarter, except for