Patrick Ting
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News Highlights
1. $Intel (INTC.US)$ shares jumped 7% on Thursday, with the most traded calls are contracts of $25 strike price that expire on Feb 14 and the total volume reaching 68,457 with the open interest of 6,099.
The storied chipmaker has been the subject of discussions involving a potential U.S. chipmaking partnership with TSMC, Baird analysts said Wednesday.
TSMC could send engineers to ...
1. $Intel (INTC.US)$ shares jumped 7% on Thursday, with the most traded calls are contracts of $25 strike price that expire on Feb 14 and the total volume reaching 68,457 with the open interest of 6,099.
The storied chipmaker has been the subject of discussions involving a potential U.S. chipmaking partnership with TSMC, Baird analysts said Wednesday.
TSMC could send engineers to ...
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Patrick Ting
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The "Magnificent 7" group has largely underperformed this year as investors pivot to China's tech sector, drawn by the DeepSeek model amid worries over U.S. tech stock valuations.
$Apple (AAPL.US)$, $NVIDIA (NVDA.US)$, $Microsoft (MSFT.US)$, and $Alphabet-C (GOOG.US)$ have seen single-digit declines, while $Tesla (TSLA.US)$ has slipped nearly 12%. In contrast, $Meta Platforms (META.US)$ has surged 24%, gaining for 19 straight trading days....
$Apple (AAPL.US)$, $NVIDIA (NVDA.US)$, $Microsoft (MSFT.US)$, and $Alphabet-C (GOOG.US)$ have seen single-digit declines, while $Tesla (TSLA.US)$ has slipped nearly 12%. In contrast, $Meta Platforms (META.US)$ has surged 24%, gaining for 19 straight trading days....
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Nvidia's stock has rebounded since the start of February, closing higher for five consecutive trading days through Monday, with a total gain of more than 14%. Concerns over a potential decline in AI computing power demand from DeepSeek and shipment issues with Blackwell are easing.
Strong Chip Demand to Persist
Vishwanath Tirupattur, Morgan Stanley's global quantitative research head, noted that while DeepSeek's...
Strong Chip Demand to Persist
Vishwanath Tirupattur, Morgan Stanley's global quantitative research head, noted that while DeepSeek's...
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Columns DeepSeek's Rise: Goldman Sachs Highlights 20 HK-Listed Stocks Benefiting from AI Breakthrough
At the beginning of 2025, the large-language model DeepSeek created a huge sensation in the global technology market.
Developed by a young Chinese team, DeepSeek has taken the global center stage upon its debut, featuring low-cost, high-performance, and open-source characteristics. Some argue that, with these advantages, DeepSeek has triggered market fluctuations and may prompt global investors to re-eva...
Developed by a young Chinese team, DeepSeek has taken the global center stage upon its debut, featuring low-cost, high-performance, and open-source characteristics. Some argue that, with these advantages, DeepSeek has triggered market fluctuations and may prompt global investors to re-eva...
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