Intel surged while Taiwan Semiconductor plummeted; what happened?
Intel's stock price rebound is mainly driven by two bullish news: first, the new CEO is about to take office, and second, Taiwan Semiconductor plans to lead the establishment of a joint venture to take over the operation of Intel's foundry business. Analysis suggests that Taiwan Semiconductor's stock price may have declined due to market concerns that after the joint venture is established, Intel will not completely exit the foundry business, which could damage Taiwan Semiconductor's interests.
Apple is reportedly planning to introduce a real-time translation feature for AirPods, possibly with the launch of iOS 19.
① According to reports, Apple is planning to launch a new feature for AirPods that will allow the headphones to translate face-to-face conversations in real-time; ② Insiders reveal that this feature will be part of a software update for AirPods to be released later this year and will be tied to Apple's mobile operating system iOS 19.
Top 20 transaction amount | Intel surged nearly 15% against the trend, appointing industry veteran Chen Liwu as the new CEO; Adobe fell nearly 14% after earnings.
On Thursday, NVIDIA topped the US stock market with a trading volume of $34.624 billion, closing down by 0.14%. Tesla came in second, closing down by 2.99% with a trading volume of $27.355 billion. Apple ranked third, closing down by 3.36% with a trading volume of $12.983 billion.
U.S. stock market closing | As tariff threats intensify, the S&P has fallen into a correction Range; quantum computing stocks surged against the trend, with Quantum rising nearly 32%; Intel rose nearly 15%.
Meta fell nearly 5%, Apple dropped over 3%, and Tesla declined by 3%; quantum computing stocks saw Quantum rising nearly 32%; Intel increased by nearly 15%. European wine industry giants faced significant declines, with Rémy Cointreau falling nearly 5%. U.S. Treasury bonds turned higher during the session. After Trump's tariff threats, the Euro and Canadian Dollar hit daily lows; Bitcoin dropped over $4,000 during the session. Crude Oil Product once fell nearly 2%. Gold futures rose above $3,000 for the first time in history during the session.
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U.S. stocks closed: Pessimism clouds the market, with all three major Indexes falling over 1%. The S&P has entered a correction Range.
① All three major indices fell over 1%, with the S&P 500 Index entering the correction Range; ② Large Technology stocks all fell, with Apple down over 3%; ③ Intel surged against the trend by 14.60%; ④ Apple is reportedly planning to launch a real-time translation feature for AirPods, possibly with iOS 19.
Technology giants bet on nuclear energy: Amazon, Google, and others promise to triple nuclear energy capacity before 2050.
As the demand for electrical utilities in AI datacenters surges, technology giants are increasing their investments in nuclear energy. Eastern Time on Thursday, at the CERAWeek Energy Conference, Amazon, Google, Occidental Petroleum, and Japan's IHI committed to tripling global nuclear energy capacity by 2050. The World Nuclear Association (WNA) expects more industries to join this initiative in the coming months. On Thursday, most nuclear energy concept stocks declined.
JP Morgan Analyst Sees Inflation Easing, But Tougher Price Comparisons Loom For Key Categories
Applied Optoelectronics Shares Are Trading Higher After the Company Announced a Warrant Issuance Agreement Transaction With Amazon for 7,945,399 Shares.
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The trade turmoil caused by Trump is reshaping the investment logic of the US stock market: Wall Street's belief in "buying the dip" is shaken!
After a brief rebound in US stocks on Wednesday, they fell again on Thursday, with the Nasdaq dropping more than 2.3% during intraday trading. The market is gradually abandoning the "Buy on Dips" strategy and shifting to a wait-and-see approach, as the uncertainty brought by Trump's trade war is weakening investor confidence. Bloomberg strategist Tanvir Sandhu warned: "No one can accurately predict the market bottom; caution is required when bottom-fishing."
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