Express News | Trendforce: Taiwan Semiconductor's CoWoS capacity is expected to double by 2025.
US stocks closed | All three major indices rose for the entire week! The Dow Jones hit a new closing high, Tesla rose nearly 4%; cryptos concept stocks all rose, MSTR increased by over 6%.
Funds flowed out of technology stocks and into economically sensitive cyclical stocks. The Nasdaq fluctuated between gains and losses, dragged down by over 3% drop in Nvidia and 1.7% drop in Google Class A. The Dow Jones rose by about 1%, small caps rose by 1.8%, and Chinese concept stocks fell by 1.4%. The S&P 500 and Nasdaq accumulated gains of 1.7% for the week, the Dow rose by about 2%, Tesla rose nearly 10% for the week, and Super Micro Computer soared by over 78%, its best week ever. MicroStrategy, known as a 'Bitcoin whale', rebounded by 6% on Friday. Economic weakness pushed the Euro to a two-year low, while the US Dollar rose for the third consecutive week to a two-year high. Offshore Renminbi fell by over 200 points for the week to nearly a four-month low. US oil had its best two-month gain with a 6.5% increase for the week, gold rose by over 1% to surpass $2700, marking its best week in over a year with a 5.7% increase.
Taiwan Semiconductor Options Spot-On: On November 22nd, 116.22K Contracts Were Traded, With 1.62 Million Open Interest
On November 22nd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 116.22K options for the day, of which put options accounted for 38.48% of the total
Unusual Options Activity: BNS, XP and Others Attract Market Bets, BNS V/OI Ratio Reaches 166.7
EST Nov 22nd Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
NXP Initiated at Overweight as It Remains on Track for $16B Revenue: WF
U.S. stock market update | taiwan semiconductor rises over 1% in pre-market as institutions expect CoWoS capacity to double by 2025.
November 22nd, Guolonghui|taiwan semiconductor (TSM.US) rose 1.1% in pre-market trading to $193.35. In terms of news, the latest Trendforce report indicates that the increasing demand for customized chips and packaging area due to AI applications is driving the CoWoS demand for 2025. Observing the important development trends in the CoWoS market next year, nvidia will increase its share of taiwan semiconductor's CoWoS demand to nearly 60%, leading to taiwan semiconductor's monthly CoWoS production capacity almost doubling by the end of the year, reaching 0.075 million to 0.08 million pieces. (Guolonghui)
Huang Renxun dispels Blackwell's supply and demand concerns, nvidia (NVDA.US) stock price hits new high again.
Blackwell Accelerator chip product line has been fully put into production; after the revenue outlook fell short of the highest expectations leading to a stock price decline, the stock price finally rose on Thursday and hit a new high.
US stocks closed | The three major indexes rose together, with the Dow rising by more than 1%, nvidia shaking after the performance and closing up; bitcoin broke through 0.099 million US dollars to hit a new high again, microstrategy fell by more than 16%
Trump trade rises, with cycles related to the economy and small-cap stocks leading the way. The Dow rose 1%, the Nasdaq turned higher in the late session, Google Class A fell the most by 7%, nvidia initially rose nearly 5% to hit a new high before falling 3.6%, ultimately closing higher, Snowflake surged over 32% for its best performance since going public.
Taiwan Semiconductor Options Spot-On: On November 21st, 142.15K Contracts Were Traded, With 1.61 Million Open Interest
On November 21st ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 142.15K options for the day, of which put options accounted for 35.84% of the total
"In Order To Meet The Substantial Demand For AI Servers In 2025, TSMC Will More Than Double Its Production Capacity For CoWoS Packaging. Nvidia Will Consume Up To 60% Of The Capacity, While AMD And ASIC Developers Are Catching Up, According To...
Nvidia's Results Reinforce Continued AI Growth for Taiwan Semiconductor
Nvidia's Results and Guidance Were Exceptional. Wall Street Says Ignore the Noise.
“Smart money” is betting on china! Goldman Sachs: US hedge funds are flooding into Chinese concept stocks, with jd.com and gds holdings being the most favored.
The goldman sachs report shows that usa hedge funds increased their investment in china companies listed in the usa in the third quarter.
nvidia (NVDA.US) revenue growth rate will drop to the lowest in 7 quarters. Is the "AI faith" fading?
nvidia (NVDA.US) predicted on Wednesday that its revenue growth rate would fall to the lowest level in seven quarters, failing to meet some investors' high expectations.
US stocks unusual movement | taiwan semiconductor fell by about 2% before the market, leading semiconductor company nvidia fell after performance.
On November 21, Globe News reported that semiconductor giant nvidia fell over 3% in pre-market trading after earnings, leading taiwan semiconductor (TSM.US) to drop 1.78% to $185 in pre-market trading. In the news, nvidia reported third-quarter revenue of $35.1 billion with net income surging 109% year-on-year. Although nvidia's guidance for its fourth fiscal quarter exceeded the average expectations of analysts, it did not meet the highest expectations. (Globe News)
European Central Bank warns of bubble risk in "Big Seven" US stocks, severe decline may affect global markets.
The European Central Bank warns investors to be vigilant against potential ai "price bubbles".
"AI worship" is once again causing a frenzy! Q3 revenue surged by 94%, nvidia (NVDA.US) is still the unparalleled "version answer".
The wave of ai spending is far from over, and nvidia's stock price "wild ride" is yet to continue.
U.S. stock market closing | The three major indices showed mixed results, with nvidia temporarily falling over 5% after hours; bitcoin reached a new high, and stocks related to cryptos surged, with microstrategy rising by 10%.
S&P, Dow Jones, small cap stocks turned higher in the final hour, with the Nasdaq's decline significantly narrowing. Nvidia fell nearly 3% before closing down 0.8%, dropping 5% at one point after hours, as the financial report stated that Hopper and Blackwell face supply restrictions.
Taiwan Semiconductor Options Spot-On: On November 20th, 113.09K Contracts Were Traded, With 1.58 Million Open Interest
On November 20th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 113.09K options for the day, of which put options accounted for 37.38% of the total
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