What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
U.S. stock market update丨Semiconductor stocks collectively declined: ARM fell over 6%, Micron Technology fell more than 4%, NVIDIA dropped 2%.
On January 23, Gelonghui reported that U.S. semiconductor stocks collectively fell, with ARM down more than 6%, Micron Technology down over 4%, NVIDIA down 2%, and AMD down nearly 2%. In terms of news, SK Hynix warned that the demand for Commodity Memory Chips will decrease significantly.
Express News | U.S. stocks opened slightly lower, with the Dow down 0.05%, the Nasdaq down 0.51%, and the S&P 500 Index down 0.15%. Chip stocks generally fell, with Micron Technology down over 4%, ASML Holding down over 3%, and NVIDIA, AMD, and Taiwan Semiconductor down
Nvidia Stock Falls Despite Stargate. Why SK Hynix Is Weighing on Chip Makers
Express News | Micron Shares Down 3.2% Premarket After South Korean Rival SK Hynix Warns of Steeper Demand Declines in Commodity Memory Chips
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
Express News | SK Hynix: Expects Chinese Firms to Face Uncertainty in Developing Advanced Chips Due to U.S. Restrictions
Express News | U.S. stock market after hours: WSB Concept stocks GameStop rose nearly 5%; Micron Technology fell more than 3%.
Express News | SK Hynix Shares Extend Falls, Down 4.4%
Express News | SK Hynix Expects to Supply 16-Layer Hbm4 Chips in the Secondhalf of Next Year
Investors Who Lost Money on Micron Technology, Inc. (MU) Should Contact Levi & Korsinsky About...
Express News | SK Hynix: Conventional Dram Market to Go Through Gradual Correction This Year
Express News | SK Hynix: Sees 2025 Capex Rising Slightly From 2024
Micron Technology Options Spot-On: On January 22nd, 238.4K Contracts Were Traded, With 1.47 Million Open Interest
On January 22nd ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 238.4K options for the day, of which put options accounted for 27.3% of the total
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
Express News | TrendForce: The NAND Flash industry will face weak demand and excess supply pressure in 2025.
Express News | Market research institution TrendForce: This year, NAND flash memory may face the dual pressures of weak demand and oversupply. Manufacturers such as Micron Technology, Samsung Electronics, and SK Hynix are formulating production reduction plans.
TrendForce: NAND Flash manufacturers will restart their reduction strategy in 2025 to alleviate supply and demand imbalance and stabilize prices.
According to the latest research report from TrendForce, the NAND Flash industry will continue to face dual pressures of weak demand and oversupply in 2025.
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk