Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Witness history! Taiwan Semiconductor joins the trillion market cap club, while Nvidia hits a new all-time high. Are AI chips too hard to crack?
Asml Holding and Taiwan Semiconductor, the two core giants in the chip industry chain, jointly demonstrate: the logic support of stocks closely related to ai chips can be described as extremely solid, and the rising trend of stocks of AI chip leaders like Nvidia may be far from over.
jpmorgan significantly increased its shareholding in nxp semiconductors (NXPI.US)! Betting heavily on the revival of automotive chips with real gold and silver.
This latest global strategy move has increased jpmorgan's total holdings of nxp semiconductors to 20,140,077 shares.
The logic of ai chips is too hard! Both asml holding and taiwan semiconductor performances are very bullish for nvidia.
On Thursday, the AI chip leader NVIDIA's stock price hit a record high driven by the strong financial report of Taiwan Semiconductor.
Why Nvidia, AMD, Micron, Arm And Other Chipmakers Are Ripping Higher Premarket On Thursday