Are technology stocks overpriced? Micron and two major potential stocks are rising against the trend, showcasing significant highlights.
Despite the overall high valuations of technology stocks and the pressure from rising bond market yields, there are still opportunities to be found.
Tech Stocks Are Expensive. Micron and 2 Others That Look Cheap -- and Have Momentum. -- Barrons.com
SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development
ArcherMind Technology and Arraymo Unveil AI+OS Integration at CES 2025, Pioneering a New Era of Digital Intelligence
Apple and Qualcomm will be alarmed! Arm is reportedly planning to raise prices by 300% and develop its own chips.
① The chip architecture service provider Arm plans to increase the licensing fees for its latest architecture by up to 300% and compete with customers by producing its own chips; ② Its customers include Apple, Qualcomm, and Microsoft, and its chips are widely used in portable devices; ③ Arm's self-developed chips may compete with its major clients, and analysts believe this will send shivers down the spines of its customers.
Breaking news about Trump! Bloomberg exclusively reveals Trump's team's new tariff proposal.
According to exclusive reports from Bloomberg, members of the economic team of USA President-elect Trump, who is set to take office, are discussing a gradual monthly increase in tariffs to enhance negotiating leverage while helping to avoid soaring inflation. One of the ideas being considered is to develop a progressive tariff schedule that would raise tariffs by about 2% to 5% each month. This plan would also require reliance on the executive powers granted by the International Emergency Economic Powers Act.
[US Stock Market Closing Review] The crucial CPI data is about to be released, and US stocks are showing mixed results with Technology stocks under pressure.
On Monday (January 13), U.S. stocks showed mixed performance. The Dow Jones Industrial Average rose by 358 points, an increase of 0.86%, benefiting from strong performance in the Energy and other non-Technology sectors; the Nasdaq fell by 0.38% due to a pullback in Technology stocks, with Large Cap stocks like NVIDIA and Apple under pressure. The yield on the 10-year U.S. Treasury rose to 4.79%, reaching a 14-month high, as the market is highly attentive to the upcoming December CPI report, which may influence expectations for Federal Reserve policy.
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.
Behind the Scenes of Qualcomm's Latest Options Trends
Arm Said to Hike Prices as Much as 300%, Consider Making Own Chips: Report
TD Cowen Adjusts Price Target on QUALCOMM to $180 From $200
Is QUALCOMM Incorporated (QCOM) the Most Reliable Dividend Stock to Buy According to Hedge Funds?
Express News | The USA issued export control measures on AI, and China's Ministry of Commerce stated: firmly opposed and will take necessary measures to safeguard its legitimate rights and interests.
Express News | Exclusive-Tech Supplier Arm Holdings Developing Plans to Hike Prices, Possibly Make Its Own Chips: Sealed Court Records
Express News | The USA has introduced new regulations for AI Chip control, with both NVIDIA and Oracle clearly opposing it.
Nvidia Says New Chip Rule 'Will Derail AI Progress for Industries'
Express News | US tightens its grip on AI chip flows across the globe
Express News | The USA has announced new regulatory measures for AI chips.
Desay SV, Qualcomm to Launch New AI Cabin Platform for Automotive OEMs
Taking a stroll becomes a sensation! Siasun Robot&Automation from Shenzhen is popular both domestically and internationally, with NVIDIA experts also giving their thumbs up.
After the robotic dog from Yushu Technology became a sensation online, the humanoid robots from Siasun Robot&Automation have also gained immense popularity overseas.