Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, with Meta, Amazon, and Netflix all reaching new highs. Nvidia rose more than 3%, and Broadcom rose nearly 7%. At one point, ultra-microcomputers fell more than 8%. The decline narrowed, and Fanduo turned up more than 11%. The US CPI for November is betting on cutting interest rates next week. Interest rate cuts may be suspended in January next year. US dollar and US bond yields will rebound in V shape, and spot gold will be the highest in five weeks. The yen dived below 152, and the offshore renminbi once fell more than 300 points to 7.29 yuan. After the Bank of Canada cut interest rates sharply, Canadian dollar and Canadian bond yields turned up, and oil prices rose by about 2%.
Micron Technology Options Spot-On: On December 11th, 168.38K Contracts Were Traded, With 1.78 Million Open Interest
On December 11th ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 168.38K options for the day, of which put options accounted for 30.16% of the total
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
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Micron Technology Unusual Options Activity For December 11
US stock market forecast | November CPI data meets expectations, the three major futures indexes rise sharply; Quantum Computing concept stocks surge before the market, with Rigetti and Quantum both climbing over 10%.
Pre-market up over 1%, Tesla's sales in China for December usher in a "good start": first week sales of 0.0219 million Autos, Cybertruck has completed Energy consumption declaration in China; Google executive: Search AI is the biggest bet, with an expected investment of 50 billion in 2024.
Wells Fargo Maintains Micron Technology(MU.US) With Buy Rating, Maintains Target Price $175
24-hour global political and economic news overview | December 11.
Global Hotspot Sniping.
Futu Morning Report | Focus on tonight's CPI report! It may become a key factor affecting next week's interest rate decision; Google surged more than 5%! Its quantum chip drove all Concept stocks to soar, with RGTI rising over 45%.
How much computing power does the agent need? Barclays: over 70% of total computing demand, with expenditures amounting to 300 billion; stock prices surged nearly 18%! Reports suggest that USA pharmacy giant Walgreens is in talks with private equity firms for a sale; Bitcoin briefly fell below 95,000 USD! Microsoft Shareholders voted against the Bitcoin investment proposal, stating that returns cannot be guaranteed.
The USA Department of Commerce announced that it will provide Micron Technology with 6.1 billion USD in funding.
On December 11, Gelonghui reported that on December 10, a statement released by the White House indicated that the U.S. Department of Commerce signed a contract with Micron Technology, the largest computer memory chip manufacturer in the USA, to provide $6.1 billion in funding. In addition, the U.S. Department of Commerce also announced that a preliminary agreement has been reached with Micron Technology to provide an additional $0.275 billion in funding for the expansion of Micron Technology's factory in Manassas, Virginia.
Micron Technology Options Spot-On: On December 10th, 207.54K Contracts Were Traded, With 1.7 Million Open Interest
On December 10th ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 207.54K options for the day, of which put options accounted for 24.23% of the total
Unusual Options Activity: AI, MSTR and Others Attract Market Bets, AI V/OI Ratio Reaches 249.3
EST Dec 10th 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
Express News | Micron Technology Inc - on December 9 Micron Virginia Signed a Pmt With US Dept of Commerce for a Grant of up to $275 Mln
Marvell Announces Breakthrough in Custom High-bandwidth Memory
Express News | Micron Technology Inc - Deals Include Additional $65 Million Grant for Workforce Development Activities.
Express News | Micron Technology Inc - Micron Idaho Awarded $1.5 Billion Grant for Boise Fab Facility
Express News | The three major US stock indices ended the day lower, with the Dow Jones down 0.35%, the Nasdaq down 0.25%, and the S&P 500 Index down 0.30%. Chinese concept stocks fell collectively, with the 3x Long FTSE China ETF down nearly 13% and the Nasdaq Golden D
Chips Mostly Lower as Investors Await Key Results From Broadcom