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...
The market reduces interest rate cut bets! The USA's December ISM services PMI exceeded expectations, and the price index reached the highest level since the beginning of 2023.
After the release of two major data points that exceeded expectations: Traders are no longer betting entirely on the Federal Reserve lowering interest rates before July.
U.S. stocks preview | "CES Technology Spring Festival" is buzzing! NVIDIA reached a historic high in pre-market trading; the "golden touch magic" is back, with NVIDIA concept stock Aurora soaring nearly 40%.
The investment director at Morgan Stanley states that US stocks may face severe challenges in the next six months due to rising bond yields and the strengthening dollar raising concerns about inflation; a Wall Street bond short seller predicts that the yield on ten-year USA Bonds will rise to 5.5% by the end of the year; under the impact of high interest rates, the bankruptcy rate of American companies has reached its highest level since the financial crisis.
U.S. Stock Gold Mining | Bullish news keeps coming! The Semiconductors Sector is collectively surging, with Micron Technology soaring 10% in a single day; the demand for AI GPUs and AI ASICs is booming! Taiwan Semiconductor's stock price hits an all-time
The U.S. stock market is experiencing a year-end frenzy in the Sector! Quantum network company IonQ has surged 22% since the New Year, recently acquiring Qubitekk to strengthen its position in the Industry.
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
Express News | Taiwan Semiconductor: Taiwan Semiconductor Global Limited acquired fixed income securities for $24.7 million.
TSMC Likely to Guide for Robust 2025 Sales Growth on AI Demand -- Market Talk
Morgan Stanley: The slowdown in performance growth does not change the long-term trend, maintaining a "Shareholding" rating for Taiwan Semiconductor and **** stocks.
Morgan Stanley released a Research Report, maintaining a "Shareholding" rating for Taiwan Semiconductor, with a Target Price of 1,388 New Taiwan Dollars.
NVIDIA announced the launch of a series of new chips, Software, and services, prompting a rise in Asian chip stocks.
NVIDIA CEO Jensen Huang announced the launch of a series of new chips, Software, and services aimed at maintaining the company's leading position in AI computing. On Monday, Huang opened the USA Consumer Electronics Show (CES) in Las Vegas, showcasing the company's new products while providing a vision for how AI will shine throughout the economy. The company hopes its products will be at the core of the future Technology world, which will have 1 billion humanoid Siasun Robot&Automation, 10 million automated factories, and 1.5 billion self-driving Autos and trucks. As companies rush to deploy new AI computing devices, there is growing interest in NVIDIA products.
The Asian stock markets generally rose, with stock indices in Japan, South Korea, and Taiwan reaching new highs. Taiwan Semiconductor once increased by over 3%.
The surge in chip stocks has driven a general rise in the Asia-Pacific stock markets, with stocks in Japan, South Korea, and Taiwan climbing, and the Indian stock market also performing well. It is reported that major securities Exchanges in mainland China have requested large public fund companies to limit stock sales at the beginning of the year, causing the Shanghai and Shenzhen stock markets to be soft in early trading. The Shanghai Composite Index fell 10 points or 0.3% to 3,196 points; the Shenzhen Component Index reported 9,885 points, down less than 1 point. Hong Kong stocks fell under the impact of certain stocks plummeting, with the Hang Seng Index dropping 379 points or 1.9% to 19,309 points. Half-day trading volume was 115.5 billion yuan. Taiwan stocks continued to rise, with the weighted average index up 222 points or 0.9% to 23,769 points, and Taiwan Semiconductor rose by 1.