Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.
① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Unusual Options Activity: PAA, CFLT and Others Attract Market Bets, PAA V/OI Ratio Reaches 163.9
EST Jan 14th 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
Taiwan Semiconductor Options Spot-On: On January 14th, 181.61K Contracts Were Traded, With 1.68 Million Open Interest
On January 14th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 181.61K options for the day, of which put options accounted for 45.61% of the total
Earnings Reports Preview | The AI boom continues, Taiwan Semiconductor (TSM.US) Q4 Net income is expected to surge by 58%.
Taiwan Semiconductor (TSM.US) will announce its fourth-quarter results this Thursday.
Unusual Options Activity: BAC, GAP and Others Attract Market Bets, BAC V/OI Ratio Reaches 121.9
EST Jan 14th 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
Tech Sector Struggles to Start 2025, but These 10 Stocks Shine With Buy Ratings
Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.
FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.
Apple Getting Close to Verifying Chips Made by Taiwan Semi's Arizona Plant Report
Express News | Biden signed an executive order to advance the construction of AI infrastructure.
Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!
Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.
Buy This Great Stock (TSMC) Down 10% for AI and Tech Upside
Express News | Citigroup stated that the latest restrictions on AI chips have a minimal impact on Taiwan Semiconductor.
Market report: Taiwan Semiconductor (TSM.US) ranks first in the wafer foundry market share, while SMIC (00981.HK) is third.
Market institution Counterpoint Research released a report stating that in terms of revenue, Samsung maintained its leading position in the Global Semiconductors market in the third quarter of last year. However, its market share decreased from 13% in the previous quarter to 12.4% during the period, primarily influenced by lower than expected inventory valuations. SK Hynix and Qualcomm (QCOM.US) ranked second and third respectively, followed by Intel (INTC.US), Micron (MU.US), Broadcom (AVGO.US), and NVIDIA (NVDA.US). Company │ Market share in the third quarter of 2024 Samsung │
Breaking Down The Myths Of AI
Express News | U.S. stocks after hours: Tesla rises over 2.5%, NVIDIA and Taiwan Semiconductor rise over 1%.
Breaking news about Trump! Bloomberg exclusively reveals Trump's team's new tariff proposal.
According to exclusive reports from Bloomberg, members of the economic team of USA President-elect Trump, who is set to take office, are discussing a gradual monthly increase in tariffs to enhance negotiating leverage while helping to avoid soaring inflation. One of the ideas being considered is to develop a progressive tariff schedule that would raise tariffs by about 2% to 5% each month. This plan would also require reliance on the executive powers granted by the International Emergency Economic Powers Act.
Top 20 by transaction amount | ITCI rose over 34%, Johnson & Johnson plans to acquire the company; Semiconductor stocks fell, Micron dropped over 4%, Taiwan Semiconductor dropped over 3%.
On Monday, the trading volume of the US stock market ranked first, NVIDIA closed down 1.97%, with a transaction volume of 26.797 billion dollars; second place Tesla closed up 2.17%, with a transaction volume of 26.066 billion dollars; fifth place Meta Platforms closed down 1.22%, with a transaction volume of 6.476 billion dollars.
[US Stock Market Closing Review] The crucial CPI data is about to be released, and US stocks are showing mixed results with Technology stocks under pressure.
On Monday (January 13), U.S. stocks showed mixed performance. The Dow Jones Industrial Average rose by 358 points, an increase of 0.86%, benefiting from strong performance in the Energy and other non-Technology sectors; the Nasdaq fell by 0.38% due to a pullback in Technology stocks, with Large Cap stocks like NVIDIA and Apple under pressure. The yield on the 10-year U.S. Treasury rose to 4.79%, reaching a 14-month high, as the market is highly attentive to the upcoming December CPI report, which may influence expectations for Federal Reserve policy.
Taiwan Semiconductor Options Spot-On: On January 13th, 140.36K Contracts Were Traded, With 1.71 Million Open Interest
On January 13th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 140.36K options for the day, of which put options accounted for 39.07% of the total