"Person of the Year" Trump rings the opening bell at the NYSE, emphasizing that "the stock market is everything."

On December 12, the elected President Trump was named Time Magazine's Person of the Year for 2024, ringing the opening bell at the NYSE that day; Trump rang the bell with the CEO of ICE and the CEO of Time Magazine, along with the president of the NYSE, while the CEOs of companies such as Goldman Sachs and Citigroup were present; Trump promised an "unprecedented economy," planned to increase oil drilling to reduce inflation, and committed to lowering the corporate tax rate to 15%.

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LeddarTech Secures Key Financial Milestone in Collaboration With Texas Instruments

TipRanks03:59

Investors Heavily Search Texas Instruments Incorporated (TXN): Here Is What You Need to Know

Yahoo FinanceDec 12 22:00

Three expected differences of Trump 2.0.

Source: Xue Tao Macro Notes Author: Tianfeng Macro Song Xuetao. The market's perception of Trump's second term has formed increasingly fragmented expectations in terms of policy implementation and specific policy impacts. Currently, the market universally expects better outcomes next year, which requires caution. In the first month after the election, from the unexpectedly strong cabinet selections to the sudden announcement of considering tariffs on Canada and Mexico, the uncertainty and complexity of Trump 2.0 are fully demonstrated. This increases the difficulty for the market to predict the implementation and impact of Trump 2.0 policies, creating some increasingly fragmented expectation gaps. The first type of expectation gap is contradictory policies leading to...

Xuetao's macro notes.Dec 12 14:47

NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.

Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called

Semiconductor industry observationDec 12 10:16

Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.

In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.

Zhitong FinanceDec 12 09:16