SMH240920P199000
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VanEck Semiconductor ETF Newsroom
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Industry giants are fully expanding their SoIC production capacity, and the advanced packaging industry chain continues to benefit from technological progress.
According to industry sources, due to strong demand from the four major customers, taiwan semiconductor is also fully expanding its SoIC production capacity. By the end of this year, the monthly production capacity will increase from about 2,000 wafers at the end of 2023 to 4,000-5,000 wafers, and there is a chance to exceed 8,000 wafers in 2025. Yongxing Securities believes that the importance of advanced packaging in the era of computing power is gradually emerging, and the related industrial chain is expected to continue to benefit.
Deutsche Bank: Short-term bearish on memory, not AI chips, underweight Hynix but still overweight Taiwan Semiconductor.
According to Morgan Stanley, AI is undoubtedly the main driving force behind the continued growth of the logic chip market. Taiwan Semiconductor benefited from a strong performance in the inventory cycle, and is expected to maintain an average revenue growth of 26% over the next four quarters. On the other hand, the memory industry is entering a downward cycle, and companies like Hynix are under pressure.
"The Seven Giants" Set Off a Market Storm: How Can Active Fund Managers Break Through in the Competition?
In the narrow market led by the 'Great Seven Giants', active investors are facing unprecedented challenges. As a few stocks dominate market returns, diversified investment portfolios have become a burden instead.
Nvidia, G42 Team to Develop AI Solutions for Weather Forecasting, Climate Tech
Daily option tracking | The 'Seven Sisters' party! Tesla, Nvidia, and other call options prices skyrocket, with the highest profit exceeding 9 times.
Apple rose nearly 4% in the previous trading day, the put/call ratio slightly increased to 0.8, options volume slightly increased to 1.475 million contracts; On the options chain, the sentiment between bulls and bears is intense, with the highest volume being calls with a strike price of $230 expiring today, with 0.105 million contracts.
Nvidia, Tesla Rally As Dow, S&P 500 Surge To Fresh Highs After Fed Cuts Rates: Fear Index Remains In 'Greed' Zone
The Bank of Japan remains unchanged, providing assistance to the booming global stock market.
The Bank of Japan remains unchanged, indicating that it will not rush to continue tightening monetary policy after the unexpected rate hike in July.
How will the results of the US election affect the market? UBS Group has made an early speculation: winners and losers are...
UBS Group's credit strategy director Matthew Mish says that if Democratic candidate Harris wins the election, it will boost bonds for American basic industrial, capital goods companies, and utility companies; whereas if Republican candidate Trump wins, it will be beneficial for bonds of US energy, aviation, housing, and auto loan companies.
AI frenzy will return to its peak? Wedbush: Fed rate cuts inject a "shot in the arm" for technology stocks!
After the 50 basis point rate cut by the Fed, ai stocks rose significantly; Dan Ives of Wedbush believes that this move by the Fed is a bullish signal for the technology industry's growth in 2025.
US stocks close | Nasdaq rose 2.5%, Dow Jones, S&P hit record highs; chip stocks, Chinese concept stocks shine, Tesla rose more than 7%, Nvidia rose nearly 4%
The US unemployment benefits data strengthens expectations of an economic soft landing, with the Dow Jones breaking the 0.042 million point mark for the first time and the S&P closing above 5700 points for the first time. The Nasdaq rose 3% at one point, the chip index rose 5.7% at one point, the bank index rose nearly 3%, and the Chinese concept index rose over 4%.
Texas Instruments Increases Dividend by ~5% to $1.36
SPY Eyes Biggest Jump After a Scheduled Fed Meeting Since the 2008 Financial Crisis
10 Information Technology Stocks Whale Activity In Today's Session
Wall Street Breaks Records, Chipmakers Rally, Tesla Hits 2-Month High As Fed Cut Drives Risk-On Mode: What's Driving Markets Thursday?
After Lightning Port, EU Targets Apple's iPhone and iPad Systems, Demands Greater Access for Third-Party Developers
Wells Fargo's 'Value Equity List' – Stocks With Potential That Trade at a Discount
Is the Federal Reserve starting an interest rate cut cycle on the cusp of a wave, possibly revealing the outcome of the election in advance?
Taking history as a lesson, in an election year with declining interest rates, the probability of the incumbent president or challenger winning is greater.
Why Applied Materials (AMAT) Stock Is Rising
S&P 500, Dow Jones Hit Record Highs: Magnificent 7 Add $400 Billion After Fed's Historic Interest Rate Cut