SMH241206P242500
- 0.37
- -0.49-56.98%
VanEck Semiconductor ETF Newsroom
U.S. Stock Outlook | Salesforce, Microchip, and other technology stocks' earnings reports boost confidence! The three major futures indexes are collectively rising before the market opens.
Okta surged 14% in the premarket! Q3 performance exceeded expectations, and AI applications continued to explode; Apple “stood by” Amazon and said it was considering pre-training large models using its AI chips.
NXP-Vanguard International JV Breaks Ground on Singapore Plant, May Expand
The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
Kissinger leaves with a salary of tens of millions of dollars, and intel begins searching for a new CEO.
①After intel CEO Pat Gelsinger resigned, the company began evaluating new CEO candidates, most likely to introduce external candidates; ②At present, candidates include Matt Murphy of marvell technology and former Cadence CEO Chen Liwu, and the company has hired headhunting firm Spencer Stuart to assist in the search for a new CEO.
Jeff Bezos' Amazon Unveils Powerful AI Chip Clusters To Supercharge Anthropic's Models, Challenging Nvidia And OpenAI's Dominance
Daily options tracking | Meta options earned 10 times overnight! Seeking commercial nuclear power for AI, stock price hits a historical high; "AI star stock" palantir rises nearly 7% again, multiple call options expiring this Friday earn over 5 times.
After intel's CEO retired, the board of directors is searching for a replacement, while a major shareholder sold $2 million in put options to bet on a rise in price.
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Australia's regulatory institutions: The AI advantages of large technology companies may harm competition in the search market.
Australian competition regulatory institutions have stated the necessity to reconsider efforts to ensure that internet users have more choices, as Google dominates the search engine market and its competitors have not fully utilized the flourishing development of ai.
Shengbao Banks' 2025 'shocking predictions' have arrived! Trump 2.0 destroys the US dollar, nvidia's market cap doubles that of apple, OPEC disintegrates......
This year, Shengbao Banks once again released a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; Nvidia's stock price will be far above $250; the first 3d printing heart will be born; oil prices will plummet, OPEC will collapse...
nvidia is no longer the exclusive darling of AI? apple endorses amazon: considering using its chips to train models
①Apple is leveraging custom AI chips from AWS to enhance its search and other services, and evaluating the feasibility of using the latest AI chips for pre-training the 'Apple Asia vets' model; ②Apple revealed at the AWS Reinvent conference that it uses Amazon's proprietary chips, and stated that its infrastructure is reliable and stable, meeting the needs of global customers.
Intel is seeking an external "parachute" CEO.
According to reports, intel is looking for a new CEO, focusing on external candidates, and has hired the executive headhunting company Spencer Stuart to assist in finding new leadership.
Vanguard warns: The AI boom on Wall Street is facing a pullback.
Vanguard economist Joe Davis stated that the market has overestimated the short-term potential of AI technology, with current valuation levels approaching those of 1997, increasing the risk of a stock price "pullback". It is difficult to determine the timing of the pullback, and it is unknown whether it will start in 2025.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
VanEck Semiconductor ETF Options Spot-On: On December 3rd, 70,140 Contracts Were Traded, With 855.14K Open Interest
On December 3rd ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 70,140 options for the day, of which put options accounted for 55.76% of the total
Marvell Pops as AI Helps Spur Strong Q3 Results, Guidance
Nebius Surges as Citron Pounds the Table, Says CEO Is 'the Real Deal'
Intel Shares Are Trading Lower. The Stock Has Been Volatile After the Company on Monday Announced the Retirement of CEO Pat Gelsinger.
Stocks With Improving and Deteriorating 'TechniGrade' by Piper Sandler