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VanEck Semiconductor ETF Newsroom
To welcome Trump 2.0! The opening ceremony of taiwan semiconductor's factory in Arizona is reported to be postponed until January next year.
①There are reports that the taiwan semiconductor's Arizona factory opening ceremony scheduled for December 6 has been postponed to January or February next year; ②The delay in the opening ceremony is said to be to coordinate with the new President Trump's inauguration ceremony. If delayed, the current President Biden, who was originally scheduled to attend the opening ceremony, may no longer attend; ③taiwan semiconductor has received a $6.6 billion subsidy and $5 billion loan from the usa government, with an estimated total investment of $65 billion in its Arizona factory.
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Cathie Wood Keeps Betting On Amazon's 'Haul' Play: Ark Loads Up $6M Worth Of Shares
Third Point Hedge Fund Buys Tesla, Dumps Micron
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades
Nvidia 13F Shows Decreased Stake In Arm Holdings By 13% From 320,823 To 280,411 Shares; Decreased Stake In Recursion Pharmaceuticals By 12% From 57,797 To 50,784 Shares; Decreased Stake In Nano X Imaging Ltd By 17% From 437 To 362 Shares
Nvidia 13F Shows Increased Stake In Serve Robotics Inc By 308% From 7,267 To 29,629 Shares; Increased Stake In SoundHound AI By 18% From 6,836 To 8,065 Shares
Third Point 13F Shows Exited Position In International Flavors & Fragrances, Previously Holding 1,300,000 Shares; Advance Auto Parts, Previously Holding 1,500,100 Shares; ASML Holding, Previously Holding 80,000 Shares; MSCI, Previously Holding 150,000...
Third Point 13F Shows Decreased Stake In PG&E Corp By 7% From 53,750,000 To 49,750,000 Shares; Amazon By 27% From 5,100,000 To 3,700,000 Shares; Danaher Corp By 5% From 2,050,000 To 1,950,000 Shares; Vistra Corp By 29% From 4,470,000 To 3,175,000...
U.S. stocks closed: Powell suppressed rate cut expectations, the three major indexes accelerated their decline in the last minutes.
1. China concept stocks were generally down, with the Nasdaq Golden Dragon Index falling by 1.81%; 2. The Trump transition team is planning to cancel the $7,500 tax credit for electric autos; 3. Ford was fined $0.165 billion for failing to comply with recall requests; 4. Blackrock aggressively bought Apple in Q3 and continued to increase its shareholding in the 'Big Seven' companies.
Whale Rock Capital Dumps Apple, Adds Applied Optoelectronics, Among Q3 Trades
Dan Loeb's Third Point Enters Tesla, CVS, Exits Uber, Verizon, Among Top Q3 Trades
Tudor Investment Adds Infinera, Trane, Exits Disney, UnitedHealth, Among Top Q3 Trades
Applied Digital Shares Are Trading Higher After NVIDIA Added a Stake in the Company.
Elliott Investment Management 13F Shows Added Put Position In SPDR S&P 500 ETF With 7,200,000 Shares; Added Stake In XLU With 1,460,000 Shares; Added Call Position In Arm Holdings With 800,000 Shares; Added Call Position In Texas Instruments With...