Danger! U.S. Treasury yields are approaching the critical level of 5%, and a new wave of stock market sell-off may be coming.
The yield on U.S. Treasury bonds is rapidly rising to its highest level since October 2023, approaching a critical threshold that has historically triggered stock market sell-offs, causing panic in the market.
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
Express News | Taiwan Semiconductor's Arizona wafer factory in the USA recently started producing the S9 SiP chip used in the Apple Watch, as well as AMD's Ryzen 9000 chip.
TSMC Unit Buys Corporate Bonds Worth $82 Million
Elon Musk Agrees That We've Exhausted AI Training Data
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Taiwan Semiconductor Options Spot-On: On January 8th, 173.24K Contracts Were Traded, With 1.66 Million Open Interest
On January 8th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 173.24K options for the day, of which put options accounted for 33.37% of the total
Unusual Options Activity: IVZ, HIMS and Others Attract Market Bets, IVZ V/OI Ratio Reaches 198.8
EST Jan 8th 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.
Japanese Semi Firm Plans to Provide 2-nm Chips to Broadcom: Report
Will the Federal Reserve's meeting minutes release tonight continue to signal a "hawkish" stance?
This meeting summary focuses on the level of disagreement among Federal Reserve officials regarding the persistence of inflation and the degree of weakness in the labor market, as well as discussions about the neutral interest rate rising to a higher level.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Express News | The PS5031-E31T controller chip from Phison has been validated by Micron and KIOXIA.
Taiwan Semiconductor Options Spot-On: On January 7th, 184.37K Contracts Were Traded, With 1.6 Million Open Interest
On January 7th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 184.37K options for the day, of which put options accounted for 47.89% of the total
Unusual Options Activity: EXE, NVDA and Others Attract Market Bets, EXE V/OI Ratio Reaches 282.5
EST Jan 7th 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
AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.
According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.
Shares of Companies Within the Broader Technology Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors...