Where to go with US technology stocks? Goldman Sachs top trader: Not completely confident in Mag 7, but bullish on AI narratives.
Goldman Sachs trader Peter Callahan stated that investors are currently more inclined towards the top growth stocks in the industry. The profit prospects of Mag 7 are stabilizing but still have uncertainties, while chip stocks/AI stocks are experiencing an equally if not better market environment than in June this year.
The third quarter financial report season is approaching, can the stock market "engine" accelerate again?
s&p 500 component companies will successively release their third-quarter financial reports this week. It is expected to have a slightly better-than-expected performance, but it will not lead to a significant increase in stock prices.
Daily options tracking | AI monster stocks return? A single call from super micro computer earns 54 times the capital; bullish on options worth over a hundred million US dollars, China concept etf sees a huge single order.
China concept etf csi 300 index China etf surged 7.98%, end-of-day call made a profit of 26 times overnight; multiple NVIDIA calls expiring this Friday with exercise prices between $130 and $140 rose by more than 90%.
Samsung Apologizes as It Struggles to Keep up With Rivals in AI Chip Race
Apple's Smart Ring Could Launch By 2026 In Line With Tim Cook's Health-Centric Vision, Says Analyst: 'One Of His Major Legacies From Apple Would Be Around Personal Health'
Robots in usa factories are starting to 'lose their jobs'...
In usa factories, the amount of work left for new siasun robot&automation seems to be decreasing... Many business executives have expressed that as production lines and workshop business slow down, manufacturers are reducing purchases of automation equipment; At the same time, in the labor market of usa, more human workers are queuing up to find jobs again.
Foxconn and nvidia are building the world's largest GB200 production plant in Mexico.
①Hon Hai Group executive revealed on Tuesday (October 8) that the company is building the world's largest nvidia GB200 manufacturing plant; ②Hon Hai Cloud Enterprise Solutions Vice President Benjamin Ting pointed out that there is a huge demand from the outside world for the nvidia Blackwell platform.
Tesla's Former Head Of Vehicle Programs Who Left On The Heels Of Mass Layoff Joins Waymo
Alibaba, Nvidia, Riot Platforms, Celsius Holdings, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Google Play Store's doors forced open! US judge rules no restrictions on competition for three years.
①Google's profitable cash cow business is undergoing a crucial transformation as a federal judge in the USA ruled that Google cannot restrict its competitors from competing with Google Play Store; ②According to the ruling, in the next three years, Google will not be able to exchange commissions or revenue sharing for other companies not developing app stores, or make commitments for Google to exclusively distribute applications; ③Analysts point out that this will greatly promote the rise of the Android app store.
"Apple AI" failed in its debut? Stock rating lowered, iPhone 16 demand flashing red light......
①Jefferies Financial believes that investors' expectations for the latest iPhone from Apple are too optimistic; ②The bank has downgraded Apple's rating from "buy" to "hold", and set the target price at $205.
Google suffered a heavy blow in the antitrust case, and its dominant position in the Android app market may be overturned.
A US judge issued a permanent injunction forcing Google to provide an alternative to the Google Play Store for Android phone users to download applications. Google will also be prohibited from paying fees to companies or sharing revenue in exchange for not competing with Google's app store. Alphabet, Google's parent company, saw its stock price drop over 2.4%, dragging down the large cap stocks significantly after the midday break. Analysts say that the latest ruling may accelerate the weakening of Google and Apple's control over the app store.
Futu Morning Post | Breaking news! The State Council Information Office will hold a press conference at 10 a.m. today, A-shares will open today; join the call on the Chinese stock market! Citigroup: There is still huge room for growth.
Overseas investors are pouring into Chinese stocks, with related funds attracting billions of dollars to set a new record; senior officials of the Federal Reserve temporarily withhold buying, eye-catching non-farm payroll data: overall risk balance slightly leaning towards labor market facing headwinds.
AI industry focuses on the future: Huang Renxun's CES grand show scheduled, super micro computer liquid cooling good news boosts stock price
CES officially announced that Jensen Huang will deliver a keynote speech on January 6, 2025. Market expectations are high that nvidia's Blackwell architecture desktop GPU will be launched in the coming months.
Jefferies downgraded apple's rating, stating that investors are too optimistic about AI phones, and apple's stock price fell by 2.25%.
Jefferies analyst believes that the market's expectations for Apple's AI phone are too high, downgrading Apple's rating from buy to hold, resulting in a 2.25% drop in Apple's stock price. Previously, the market believed that AI functionality would drive consumer upgrades to phones, reaccelerating Apple's revenue growth. Driven by this optimistic sentiment, Apple's stock price rose by about 36% from its April low.
US stocks closed with the three major indices falling by about 1%, while nvidia rose over 2% against the market; Chinese concept stocks index saw a "V"-shaped reversal, with Li Auto rising by over 4%.
The only remaining Wall Street giant Citigroup, which still expects a 50 basis point rate cut in November, has also thrown in the towel. The market has reduced the Fed rate cut expectations to less than 50 basis points by the end of the year.
Apple Head of Procurement Said to Retire: Report
Global disparity in heat and cold: US technology sector repeatedly targeted by investment banks, chinese assets receive repeated bullish endorsements.
①Apple, Amazon, and other American technology giants have been downgraded by investment banks, causing a collective weakening in the weight of the US stock market. ②At the same time, Chinese assets remain the most eye-catching symbols in the entire market. ③Under the enthusiastic gaze of global investors, Chinese concept stocks staged a strong V-shaped turnaround late at night.
Google to Appeal Epic Games Verdict to Show 'Apple and Android Clearly Compete'
UBS Maintains Buy on Meta Platforms, Raises Price Target to $690