1. Broadcom #AVGO CEO: The overall AI chip business has hit bottom. The demand for AI is still strong and will continue to grow in the future.
2. Salesforce has signed an agreement to acquire Own Co. for $1.9 billion in cash. The transaction is expected to be completed in the fourth quarter of the 2025 fiscal year. The transaction is expected to have no impact on the 2025 fiscal year performance guidance. 3. In August, ADP employment in the USA increased by 0.099 million, expected to increase by 0.144 million. The previous value was revised from an increase of 0.122 million to 0.111 million.
4. Semiconductor company XOCKETS accuses Nvidia and Microsoft of collusion on patent authorization issues. 5. US data center operator Applied Digital announced a new financing of up to $0.16 billion, including investments from investors including NVIDIA. The company's stock price surged more than 66% after the opening of trading that day.
6. Tesla's gains have expanded to 5%. It plans to launch the Fully Self-Driving (FSD) system in China and Europe in the first quarter of 2025. 7. In the United States, initial jobless claims for the week ending August 31 were 0.227 million, expected to be 0.23 million, with the previous value at 0.232 million.
8. C3.ai announced its performance, Q1 subscription revenue for fiscal year 25 fell short of expectations.
2. Salesforce has signed an agreement to acquire Own Co. for $1.9 billion in cash. The transaction is expected to be completed in the fourth quarter of the 2025 fiscal year. The transaction is expected to have no impact on the 2025 fiscal year performance guidance. 3. In August, ADP employment in the USA increased by 0.099 million, expected to increase by 0.144 million. The previous value was revised from an increase of 0.122 million to 0.111 million.
4. Semiconductor company XOCKETS accuses Nvidia and Microsoft of collusion on patent authorization issues. 5. US data center operator Applied Digital announced a new financing of up to $0.16 billion, including investments from investors including NVIDIA. The company's stock price surged more than 66% after the opening of trading that day.
6. Tesla's gains have expanded to 5%. It plans to launch the Fully Self-Driving (FSD) system in China and Europe in the first quarter of 2025. 7. In the United States, initial jobless claims for the week ending August 31 were 0.227 million, expected to be 0.23 million, with the previous value at 0.232 million.
8. C3.ai announced its performance, Q1 subscription revenue for fiscal year 25 fell short of expectations.
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The recovery momentum of the Malaysian glove industry is gradually improving, market experts believe that this is a good opportunity to accumulate glove stocks, and specifically mentioned the high-yield Chen Pi Industry and Hershey. $KOSSAN (7153.BMS)$ and Hershey. $HARTA (5168.BMS)$
The research report by Volkswagen Investment Bank on Monday indicated a good sign of recovery in the glove industry, as both product sales and average selling prices are rising, which will all be drivers of revenue growth for industry players.
In the latest quarterly performance, the glove industry players we are focusing on all saw an increase in product sales, leading to a sequential revenue growth.
According to data from the Department of Statistics Malaysia (DOSM), our country's glove exports grew by 14% year-on-year in the first half of the year, while production volume increased by 6% year-on-year. Therefore, analysts predict that overall glove sales will continue to rise.
Despite the losses incurred by Top Glove $TOPGLOV (7113.BMS)$ still incurring losses, but Hartalega and Kossan Rubber Industries respectively recorded core net profits of 36.7 million ringgit and 26.8 million ringgit.
Better pricing position.
"We understand that the average selling price for every 1000 gloves fluctuates between 20 to 21 US dollars, slightly higher than the 17 to 18 US dollars at which Chinese industry players sell."
The analyst continued, as customer inventories are depleted, they are more willing to accept price increases, which narrows the price gap between Malaysian and Chinese players, indicating that market price competition will become more intense.
However, we are bullish on Malaysian industry players being able to continue raising their average...
The research report by Volkswagen Investment Bank on Monday indicated a good sign of recovery in the glove industry, as both product sales and average selling prices are rising, which will all be drivers of revenue growth for industry players.
In the latest quarterly performance, the glove industry players we are focusing on all saw an increase in product sales, leading to a sequential revenue growth.
According to data from the Department of Statistics Malaysia (DOSM), our country's glove exports grew by 14% year-on-year in the first half of the year, while production volume increased by 6% year-on-year. Therefore, analysts predict that overall glove sales will continue to rise.
Despite the losses incurred by Top Glove $TOPGLOV (7113.BMS)$ still incurring losses, but Hartalega and Kossan Rubber Industries respectively recorded core net profits of 36.7 million ringgit and 26.8 million ringgit.
Better pricing position.
"We understand that the average selling price for every 1000 gloves fluctuates between 20 to 21 US dollars, slightly higher than the 17 to 18 US dollars at which Chinese industry players sell."
The analyst continued, as customer inventories are depleted, they are more willing to accept price increases, which narrows the price gap between Malaysian and Chinese players, indicating that market price competition will become more intense.
However, we are bullish on Malaysian industry players being able to continue raising their average...
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Chinese companies are currently rushing to buy Nvidia's NVDA H20 GPUs, which are customized with lower prices to meet export restrictions. Analysts estimate that Nvidia will ship over 1 million to 1.2 million of these GPUs this year.
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In August, ADP non-farm employment increased by 99,000; expected 144,000; previous. 122,000.
*The lowest level since September 2023.
*The lowest level since September 2023.
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The employment in the construction industry is expected to cool down rapidly, and it may cool down sharply. Our leading indicators lead by 7 months.
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1. Jensen Huang sold $27.6 million of Nvidia stocks at the end of August and the beginning of September.
2. C3.ai fell more than 15% in post-market trading.
3. Did not receive a subpoena from the US Department of Justice.
4. President Biden is preparing to block the trade of Japanese steel with United States steel. 的交易。
5. In July, the JOLTs job openings in the United States were 7.673 million people, expected to be 8.1 million.
6. AMD appoints former Nvidia executive Keith Strier as Senior Vice President of the global artificial intelligence market. Strier will be responsible for expanding the company's AI vision.
Qualcomm launches the 8-core Snapdragon X Plus platform.
Intel's plan to spin off its manufacturing business is frustrated due to Broadcom's failed test.
2. C3.ai fell more than 15% in post-market trading.
3. Did not receive a subpoena from the US Department of Justice.
4. President Biden is preparing to block the trade of Japanese steel with United States steel. 的交易。
5. In July, the JOLTs job openings in the United States were 7.673 million people, expected to be 8.1 million.
6. AMD appoints former Nvidia executive Keith Strier as Senior Vice President of the global artificial intelligence market. Strier will be responsible for expanding the company's AI vision.
Qualcomm launches the 8-core Snapdragon X Plus platform.
Intel's plan to spin off its manufacturing business is frustrated due to Broadcom's failed test.
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#NVDA indicates that customers can choose the best solution.
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This is the lowest level since February 2021, far below the expected 8.09 million.
Not to mention, the job vacancies in June decreased from 8.23 million to 7.91 million.
The soft JOLTS report further demonstrates a slowdown in the labor market and increases the likelihood of a 50 basis point interest rate cut by the Federal Reserve this month.
Not to mention, the job vacancies in June decreased from 8.23 million to 7.91 million.
The soft JOLTS report further demonstrates a slowdown in the labor market and increases the likelihood of a 50 basis point interest rate cut by the Federal Reserve this month.
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NVIDIA #NVDA has received a subpoena from the Department of Justice in an ongoing antitrust investigation.
Someone always knows something.
Huang said: You can't blame me for monopolizing just because others can't do it.
The neighbor can't give birth, so it's my fault for being big?
Someone always knows something.
Huang said: You can't blame me for monopolizing just because others can't do it.
The neighbor can't give birth, so it's my fault for being big?
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Nancy Pelosi sold all #NVDA positions on the trading day before the subpoena was issued by the Department of Justice.
Interesting news, unsure if comfortable, needs further confirmation
Interesting news, unsure if comfortable, needs further confirmation
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