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VanEck Semiconductor ETF Newsroom
Peter Thiel's Founders Fund Leads $500M Fundraise In Waste Gas-Powered AI Cloud Start-Up
Alphabet, Meta Platforms, Microsoft, Snap, And AMD: Why These 5 Stocks Are On Investors' Radars Today
Google's Cost Advantage With Custom Chips — Only Nvidia Tops It, Says Analyst
Xiao K's Morning News | OpenAI collaborates with broadcom and taiwan semiconductor to develop self-designed chips, Musk's xAI seeks a financing valuation of 40 billion USD
Today's star morning report highlights: ① USA issues restrictions on high-tech investments in China, Chinese response; ② Shenzhou 19 manned spacecraft successfully launched; ③ Global first international standard for stem cell data management released; ④ EU decides to impose final anti-subsidy duties on Chinese electric autos for five years; ⑤ Advanced Micro-Fabrication Equipment Inc. China's third-quarter net income increased by 152.63% year-on-year.
After-hours slump exceeds 7%! AMD delivers a "passing" financial report card, but still fails to meet investors' expectations.
① AMD's third-quarter financial report shows that although the company's revenue and profit performance in the third quarter met analyst expectations, its outlook for the fourth quarter fell short of expectations, which left the market somewhat disappointed; ② AMD's stock price dropped more than 7% after hours, while overall U.S. chip stocks were generally affected post-market.
Express News | US stock futures: Google rose more than 5% after earnings, AMD fell more than 7%.
Futu Morning Post | Global asset frenzy! Nasdaq, gold hit record highs, bitcoin nearing historical highs; Cloud business strong growth! Google up nearly 6% after hours.
Da Ma: US stocks have not fully priced in a Trump victory; The "fear index" VIX has turned net long for the first time since 2018; AMD fell more than 7% after-hours, fourth-quarter revenue outlook fell short of analyst's expectations.
How to conduct 'Trump trade' in the market?
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OpenAI's self-developed chip ambitions exposed! It is reported that they have planned to collaborate with broadcom and taiwan semiconductor.
1. Insiders revealed that OpenAI is collaborating with Broadcom and Taiwan Semiconductor to develop its first in-house chip; 2. Insiders stated that the company also plans to use Nvidia chips while enabling AMD chips to meet its rapidly increasing computing power needs.
U.S. stocks close | The three major indexes are mixed, with the Nasdaq hitting a new high for the fourth consecutive rise; chip stocks are strong, AMD closed up 4% but fell over 7% after hours due to poor guidance; cryptos concept stocks are rising.
The USA economy is mixed, with consumer confidence increasing but job vacancies hitting a three-and-a-half-year low. The Dow Jones and small cap stocks fell, while the S&P and Nasdaq turned higher. The chip index rose by more than 2%, while the Chinese concept index turned down by over 1%. Trump's media fluctuations have repeatedly caused trading to be suspended.
Abandon the dream of a 7 trillion chip empire? OpenAI is reportedly planning to "downsize" and collaborate with Broadcom to develop the first ai chip.
Media reports that OpenAI has been collaborating with broadcom for several months to develop AI inference chips, already booking production capacity from taiwan semiconductor, and plans for taiwan semiconductor to manufacture OpenAI's first custom chip in 2026.
AMD raised its annual sales forecast for ai chips, but the disappointing Q4 guidance led to a more than 7% drop after hours.
Although AMD's total revenue and most important datacenter revenue reached new highs in the third quarter, the midpoint of the revenue guidance range for the fourth quarter fell slightly below expectations. Some analysts believe that supply chain constraints are preventing it from meeting the significant demand for AI chips from customers.
Tradepulse Power Inflow Alert: Broadcom Inc. Moves Up Over 3.5% In The Session After Alert
Earnings Movers: Google Parent Alphabet Climbs, AMD Drops in After-hours Trade Tuesday
AMD Just Reported Q3 Earnings. Here's Why the Stock Is Falling. (Update)
AMD Q3 Earnings: Revenue Beat, EPS In Line, Data Center Up 122%, 'Significant' Growth Opportunities Ahead Driven By 'Insatiable' Demand
VanEck Semiconductor ETF Options Spot-On: On October 29th, 70,305 Contracts Were Traded, With 761.66K Open Interest
On October 29th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 70,305 options for the day, of which put options accounted for 48.26% of the total
AMD Shares Are Trading Lower Following Q3 Earnings.
Advanced Micro Devices Q3 2024 GAAP EPS $0.92, Inline, Sales $6.80B Beat $6.71B Estimate
Tech Stocks Rise Ahead Of Key Earnings, Gold Smashes Records, Bitcoin Nears All-Time Highs: What's Driving Markets Tuesday?