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Building the infrastructure for AI is still very much a work in progress. Capital expenditure at Microsoft , Meta , Alphabet and Amazon reached a combined $60 billion in the third quarter. But companies warned that the spending is not going to end anytime soon.
I am writing this article to examine whether Nvidia can continue to win with more orders as Big Tech AI Capex spending cycle does not seem to show signs of slowing down.
I...
I am writing this article to examine whether Nvidia can continue to win with more orders as Big Tech AI Capex spending cycle does not seem to show signs of slowing down.
I...
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$iShares Russell 2000 ETF (IWM.US)$ will Iwm move higher tomorrow to close out the week or pullback ?
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$iShares Russell 2000 ETF (IWM.US)$ were very overextended. will we see this 224-232 gap get filled to the downside ?
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taiwan semiconductor will start closing the door to producing advanced ai chips in China from Monday.
Kathrin Hille reported from Manila, Ryan McMorrow reported from peking.
$Taiwan Semiconductor (TSM.US)$
$Alibaba (BABA.US)$ $Baidu (BIDU.US)$
$Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$
Taiwan Semiconductor's stricter rules may reset the ambitions of Chinese technology giants such as Alibaba and Baidu, which have invested heavily in designing semiconductors for their AI cloud, with an increasing number of AI chip design startups turning to this Taiwanese group for manufacturing.
Source: Financial Times
MSN
Kathrin Hille reported from Manila, Ryan McMorrow reported from peking.
$Taiwan Semiconductor (TSM.US)$
$Alibaba (BABA.US)$ $Baidu (BIDU.US)$
$Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$
Taiwan Semiconductor's stricter rules may reset the ambitions of Chinese technology giants such as Alibaba and Baidu, which have invested heavily in designing semiconductors for their AI cloud, with an increasing number of AI chip design startups turning to this Taiwanese group for manufacturing.
Source: Financial Times
MSN
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Trump is here, TSM's future is uncertain, keep a bottom position and watch. 😂
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$NVIDIA (NVDA.US)$ Trump won the election, bulls up bulls up!!!
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$Advanced Micro Devices (AMD.US)$ saw a bearish $1.51 million trade in the call options just a day before the chipmaker is expected to report earnings that could test whether the stock is living up to the hype over artificial intelligence
Just seconds after the market opened Monday, an active seller sold call options giving the holders the right to buy 299,000 AMD shares at $160 each by the end of the week, according to exchange data t...
Just seconds after the market opened Monday, an active seller sold call options giving the holders the right to buy 299,000 AMD shares at $160 each by the end of the week, according to exchange data t...
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$ASML Holding (ASML.US)$ According to Taiwan Electronic Times, industry sources reported that ASML and taiwan semiconductor high-level executives will begin negotiations on equipment procurement for 2025. ASML will not reduce prices, but instead aims to increase them by 3-5%.
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Dreaming too beautifully.
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$S&P 500 Index (.SPX.US)$ hitting new All-Time High (ATH)!! Strong bullish momentum ![]()
Last week (14 Oct 2024 to 18 Oct 2024), $S&P 500 Index (.SPX.US)$ (+0.85%) $SPDR S&P 500 ETF (SPY.US)$ (+0.86%) outperformed many mega-cap (The Magnificent 6) stocks:
Underperformers![]()
$Microsoft (MSFT.US)$ (+0.44%), $Alphabet-A (GOOGL.US)$ (+0.11%), $Alphabet-C (GOOG.US)$ (+0.32%), $Amazon (AMZN.US)$ (+0.09%), $Meta Platforms (META.US)$ ( ...
Last week (14 Oct 2024 to 18 Oct 2024), $S&P 500 Index (.SPX.US)$ (+0.85%) $SPDR S&P 500 ETF (SPY.US)$ (+0.86%) outperformed many mega-cap (The Magnificent 6) stocks:
Underperformers
$Microsoft (MSFT.US)$ (+0.44%), $Alphabet-A (GOOGL.US)$ (+0.11%), $Alphabet-C (GOOG.US)$ (+0.32%), $Amazon (AMZN.US)$ (+0.09%), $Meta Platforms (META.US)$ ( ...
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