Big news has just emerged in the chip field! Germany is providing "huge" subsidies to the chip industry, while amazon is "challenging" nvidia.
To challenge nvidia's monopoly in the ai chip field, technology giant amazon is accelerating the development of a new ai chip Trainium2, which has four times the performance and three times the memory capacity compared to the previous generation, and has significant advantages in energy efficiency and cost.
The "bad news" for technology giants: Trump is also going after antitrust?
Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.
Is the American technology giant trembling? It is rumored that Trump is considering appointing hawkish officials to lead the anti-monopoly department.
Trump is considering appointing a radical enforcer to lead the usa Justice Department's antitrust team.
U.S. stock market closes | All three major indexes fall, Dell plummets over 12% after earnings; Chinese concept stocks warm up, Jinlong Index rises by nearly 3%; bitcoin rebounds sharply, microstrategy rises by nearly 10%.
The Dow ended a five-day rally, falling from record highs along with the S&P; small cap stocks struggled to rebound. Dell and hp inc plummeted over 10% after earnings reports. Chinese concept stocks rebounded by nearly 3%, while Ideal autos surged almost 7%.
Taiwan Semiconductor Options Spot-On: On November 27th, 162.13K Contracts Were Traded, With 1.65 Million Open Interest
On November 27th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 162.13K options for the day, of which put options accounted for 40.4% of the total
Unusual Options Activity: D, AXP and Others Attract Market Bets, D V/OI Ratio Reaches 295.6
EST Nov 27th Closing Delivery - In the last three 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
Express News | The three major U.S. stock indexes closed lower, with the Dow down 0.31%, the Nasdaq down 0.60%, and the S&P 500 index down 0.38%. Chip stocks weakened, with micron technology and broadcom falling over 3%, Arm dropping more than 2%, and nvidia, intel, and
10 Information Technology Stocks Whale Activity In Today's Session
Express News | Taiwan Semiconductor sold shares of "Little nvidia" Astera Labs valued at 35 million USD.
Samsung Electronics Makes Leadership Changes to Memory, Foundry Units
Express News | Former Director of Taiwan Semiconductor: Moving advanced processes to the USA may lead to the US paying billions of dollars, it is only cost-effective to keep manufacturing in Taiwan.
China Is Bombarding Tech Talent -- WSJ
Express News | The former director of taiwan semiconductor stated that the most advanced technology is produced in the U.S., which could result in losses of hundreds of billions of dollars.
Samsung Electronics officially announces personnel changes in its chip division, aiming to reverse unfavorable situations.
①Samsung Electronics announced a series of management changes on Wednesday, November 27, mainly involving the chip business department; ②Currently, Samsung is striving to catch up with SK Hynix, and narrow the gap with Taiwan Semiconductor, the personnel changes are aimed at reversing the poor competitiveness and declining demand situation. ③Samsung Electronics Chairman Lee Jae-yong rare publicly stated earlier this week that the company is facing unprecedented challenges.
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
The director of taiwan semiconductor stated that Qatar once invited the company to set up a factory.
According to the Taiwan Economic Daily, taiwan semiconductor director Tseng Fan Cheng revealed that Qatar had inquired about the possibility of the company investing in that location. There have always been rumors in the market about the Middle East region inviting taiwan semiconductor to establish a plant. taiwan semiconductor clarified that they will focus on existing global deployment projects.
Wall Street Ends Higher As Tech Stocks Lead Gains Amid Tariff Concerns
US stocks closed | The three major indices rose together, with Dow Jones and S&P hitting new highs; tariff threats dragged down auto stocks, general motors fell 9%
Waiting for PCE inflation, the Fed's November minutes support gradual rate cuts, temporarily suppressing US bond yields and the dollar while gold rallies. The Dow turns higher at the end of the day, hitting new highs for three consecutive days, while small cap stocks fall from the highest level in six days, with chip stocks down more than 1%, but nvidia rebounds by 0.7%. Tesla reverses its decline, Nio falls by 7.7%, Amgen's weight loss drug once fell by more than 12%, and Dell falls more than 9% after hours.
Taiwan Semiconductor Options Spot-On: On November 26th, 141.27K Contracts Were Traded, With 1.6 Million Open Interest
On November 26th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 141.27K options for the day, of which put options accounted for 34.5% of the total
Unusual Options Activity: MTCH, TPR and Others Attract Market Bets, MTCH V/OI Ratio Reaches 142.4
EST Nov 26th Afternoon 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