Nvidia, Broadcom Among Semis to See 'Greatest Expansion' by Fund Managers: BofA
Shares of Semiconductor Stocks Are Trading Lower Amid a Possible Pullback. The Sector Recently Surged on Strong Earnings From Micron.
Investors Shouldn't Overlook ON Semiconductor's (NASDAQ:ON) Impressive Returns On Capital
US stocks close | US PCE inflation cools down, S&P Nasdaq falls but Dow hits new high; China concept index surges 24% for the whole week, jd.com hits fourteen-month high.
US PCE inflation cooling solidifies the confidence of the Fed in rate cuts, but US stocks fell in the afternoon, with nvidia dropping nearly 4% at one point. China's stimulus policies drove the Chinese concept index up by 4%, nio inc rose by nearly 13%, pan-European stock indexes and German stocks hit new highs for two consecutive days, luxury goods stocks rose again. The Dow, S&P, and Nasdaq have all risen for three consecutive weeks, with two China-focused ETFs achieving the best weekly gains in history.
U.S. Companies With the Highest Percentage of Sales to China Have Outperformed WTD
Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
Is Weakness In ON Semiconductor Corporation (NASDAQ:ON) Stock A Sign That The Market Could Be Wrong Given Its Strong Financial Prospects?
$1000 Invested In This Stock 10 Years Ago Would Be Worth $8,000 Today
Express News | Philadelphia Semiconductor Index up 4%
Express News | Broadcom up 1.6%, Qualcomm up 2.4%, Applied Materials up 5.4%
Express News | Intel up 2.4%, Advanced Micro Devices up 2.2%, ON Semiconductor up 2.6%
DBS Initiates ON Semiconductor(ON.US) With Buy Rating
DBS Remains a Buy on ON Semiconductor (ON)
Bain: The surge in demand for AI could sound the "alarm" for chip shortages again.
A report from Bain shows that the demand for semiconductors centered around AI and devices supporting AI such as smart phones and laptops is surging, which may lead to the next round of global chip shortages.
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
U.S. stocks closed | The Dow Jones and S&P 500 hit new highs intraday before falling, and Nvidia's market cap returned to 3 trillion U.S. dollars.
The Dow Jones Industrial Average fell by nearly 300 points, ending four consecutive gains, both the S&P and Nasdaq hitting record highs. The Hang Seng Tech Index fell by 2.8%, while the Chip Index rose by nearly 1%. Nvidia rose by over 2%, with robust demand for AI boosting Micron Technology's post-market rise of 13%. Bilibili briefly fell by nearly 7%. The US dollar and Treasury yields rose together, oil prices fell by over 2%, and spot gold touched a new high of $2670 before briefly turning lower. The US dollar saw its largest gain in three months, the Japanese yen fell by over 1%, and the offshore yuan saw the deepest drop of nearly 280 points to breach 7.03 yuan.
Shares of Semiconductor and Chip Stocks Are Trading Higher Following Strong Earnings From Micron.
Research company warns: Another wave of global 'chip shortage' is about to strike.
A report released by Bain & Company on Wednesday, September 25th, shows that the demand for smart phones and laptops supporting AI is surging, which could lead to the next global chip shortage.
Express News | The surge in demand for AI may once again lead to a global shortage of semiconductors.
Ichor Initiated at Perform on Semiconductor Upcycle: Oppenheimer