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$CrowdStrike(CRWD.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
![CrowdStrike Software Update Causes Global Tech Outage, Affects 8.5M Microsoft Devices](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240722/436c92be33c74f9090e395225013d00f.png/thumb?area=999&is_public=true)
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ecommerceshares
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$SPDR S&P 500 ETF(SPY.US$ $Invesco QQQ Trust(QQQ.US$ $Trump Media & Technology(DJT.US$
👉 Key Highlights:
📍 President Joe Biden announces withdrawal from 2024 presidential race.
📍 Decision follows weeks of pressure from fellow Democrats.
📍 Biden cites best interests of party and country for stepping down.
📍 Biden intends to focus on fulfilling his duties for the remainder of his term.
📍 Growing number of Democrats had call...
👉 Key Highlights:
📍 President Joe Biden announces withdrawal from 2024 presidential race.
📍 Decision follows weeks of pressure from fellow Democrats.
📍 Biden cites best interests of party and country for stepping down.
📍 Biden intends to focus on fulfilling his duties for the remainder of his term.
📍 Growing number of Democrats had call...
![President Biden Drops Out of 2024 Presidential Race](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240722/0652c76be83c487eb0737f8d04db2247.png/thumb?area=999&is_public=true)
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$Amazon(AMZN.US$
👉 Key Highlights:
📍 Prime Day 2024 is Amazon’s biggest Prime Day event ever.
📍 Prime members shopped millions of deals across 35+ categories.
📍 Record sales and more items sold than any previous Prime Day.
📍 Prime members globally saved billions on deals.
📍 Millions of new Prime members joined in the three weeks leading up to Prime Day.
📍 Popular brands included Apple, Dyson, Ring, and small businesses like TruSkin an...
👉 Key Highlights:
📍 Prime Day 2024 is Amazon’s biggest Prime Day event ever.
📍 Prime members shopped millions of deals across 35+ categories.
📍 Record sales and more items sold than any previous Prime Day.
📍 Prime members globally saved billions on deals.
📍 Millions of new Prime members joined in the three weeks leading up to Prime Day.
📍 Popular brands included Apple, Dyson, Ring, and small businesses like TruSkin an...
![Amazon Announces Record-Breaking Sales for 2024 Prime Day](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240719/0883a14138c8487189ad522c412ad901.png/thumb?area=999&is_public=true)
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$Netflix(NFLX.US$
👉 Revenue Growth and Financial Performance:
📍 Revenue for Q2 reached $8.6 billion, a 17% year-over-year increase.
📍 Operating margin increased to 26%, up from 21% in the previous year.
📍 Free cash flow for the full year remains projected at approximately $6 billion, consistent with previous guidance.
📍 Net income for Q2 was $2.2 billion, compared to $1.5 billion in Q2 2023.
📍 Paid net adds were strong across all r...
👉 Revenue Growth and Financial Performance:
📍 Revenue for Q2 reached $8.6 billion, a 17% year-over-year increase.
📍 Operating margin increased to 26%, up from 21% in the previous year.
📍 Free cash flow for the full year remains projected at approximately $6 billion, consistent with previous guidance.
📍 Net income for Q2 was $2.2 billion, compared to $1.5 billion in Q2 2023.
📍 Paid net adds were strong across all r...
![Netflix, Inc.'s Q2 2024 Earnings Call Highlights & Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240719/cce808b681414016820bf2e0329ba34d.png/thumb?area=999&is_public=true)
![Netflix, Inc.'s Q2 2024 Earnings Call Highlights & Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240719/676cfa80965e43028000d7f2819ba64a.png/thumb?area=999&is_public=true)
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$Microsoft(MSFT.US$ $Broadcom(AVGO.US$
👉 Key Highlights:
📍 OpenAI CEO Sam Altman aims to develop a new AI chip.
📍 Discussions with Broadcom signal progress in AI chip development.
📍 OpenAI plans to build chip factories and data centers.
📍 Initiative started within OpenAI, not a separate venture.
📍 Project aims to enhance AI processing capabilities.
📍 Effort reflects long-term strategy for AI infrastructure.
👉 Key Highlights:
📍 OpenAI CEO Sam Altman aims to develop a new AI chip.
📍 Discussions with Broadcom signal progress in AI chip development.
📍 OpenAI plans to build chip factories and data centers.
📍 Initiative started within OpenAI, not a separate venture.
📍 Project aims to enhance AI processing capabilities.
📍 Effort reflects long-term strategy for AI infrastructure.
![OpenAI Discusses New AI Chip Development with Broadcom](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240719/724dcf9593524544a5122474b27fd213.png/thumb?area=999&is_public=true)
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$Taiwan Semiconductor(TSM.US$ Revenue up 40.1% YoY to NT$673.51B, EPS at NT$9.56, a 36.3% increase!
👉 Business Highlights:
➡️ Strong demand for 3nm and 5nm technologies supported business growth.
➡️ Shipments: 3nm accounted for 15%, 5nm for 35%, and 7nm for 17% of total wafer revenue.
➡️ Advanced technologies accounted for 67% of total wafer revenue.
➡️ Expect strong smartphone and AI-related demand in Q3 2024.
👉 Financial Performance:
➡️ Total Revenue: NT$673.51 billion, up 40.1%...
👉 Business Highlights:
➡️ Strong demand for 3nm and 5nm technologies supported business growth.
➡️ Shipments: 3nm accounted for 15%, 5nm for 35%, and 7nm for 17% of total wafer revenue.
➡️ Advanced technologies accounted for 67% of total wafer revenue.
➡️ Expect strong smartphone and AI-related demand in Q3 2024.
👉 Financial Performance:
➡️ Total Revenue: NT$673.51 billion, up 40.1%...
![TSMC's Q2 Earning Report](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240719/88342f2615c64189bf342d6f6be836a6.png/thumb?area=999&is_public=true)
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👉 Key Highlights:
📍 Semiconductor index lost over $500 billion in value.
📍 U.S. mulling tighter curbs on semiconductor exports to China.
📍 $ASML Holding(ASML.US$ shares fell 13% despite beating profit estimates.
📍 $NVIDIA(NVDA.US$ fell nearly 7%, losing $200 billion in market cap.
📍 $Advanced Micro Devices(AMD.US$ and $Arm Holdings(ARM.US$ dropped about 10%; $Micron Technology(MU.US$ fell 6%; $Broadcom(AVGO.US$ lost 8%.
📍 $GlobalFoundries(GFS.US$ gained al...
📍 Semiconductor index lost over $500 billion in value.
📍 U.S. mulling tighter curbs on semiconductor exports to China.
📍 $ASML Holding(ASML.US$ shares fell 13% despite beating profit estimates.
📍 $NVIDIA(NVDA.US$ fell nearly 7%, losing $200 billion in market cap.
📍 $Advanced Micro Devices(AMD.US$ and $Arm Holdings(ARM.US$ dropped about 10%; $Micron Technology(MU.US$ fell 6%; $Broadcom(AVGO.US$ lost 8%.
📍 $GlobalFoundries(GFS.US$ gained al...
![Chip Stocks Shed Over $500 Billion Amid China Trade Fears](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240718/2c96a3978f0346e3896593e56282337d.jpg/thumb?area=999&is_public=true)
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$ASML Holding(ASML.US$
👉 Key Highlights:
📍 ASML's Q2 net sales: €6.24 billion vs. €6.03 billion expected.
📍 Q2 net profit: €1.58 billion vs. €1.43 billion expected.
📍 Net sales fell 9.5% year-on-year; net income dropped 18.7%
📍 Net bookings: €5.6 billion, up 24% year-on-year.
📍 Forecast for Q3 net sales: €6.7-€7.3 billion.
📍 Full-year outlook remains unchanged despite market uncertainties.
📍 Strong AI developments driving industry recovery and gro...
👉 Key Highlights:
📍 ASML's Q2 net sales: €6.24 billion vs. €6.03 billion expected.
📍 Q2 net profit: €1.58 billion vs. €1.43 billion expected.
📍 Net sales fell 9.5% year-on-year; net income dropped 18.7%
📍 Net bookings: €5.6 billion, up 24% year-on-year.
📍 Forecast for Q3 net sales: €6.7-€7.3 billion.
📍 Full-year outlook remains unchanged despite market uncertainties.
📍 Strong AI developments driving industry recovery and gro...
![ASML's Q2 Earnings Surge Amid AI Chip Demand Boost](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240718/9a1ebf93d16646d8ad38b23c250cb58c.jpg/thumb?area=999&is_public=true)
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ecommerceshares
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$Amazon(AMZN.US$
👉 Key Highlights:
📍 Prime Day sales rose nearly 12% in the first seven hours compared to last year.
📍 Momentum Commerce manages Amazon sales for brands like Crocs, Lego, and Beats by Dre.
📍 Consumers spent about $100 on average by noon New York time.
📍 Top-selling items include protein shakes, Fire TV sticks, sunscreen, and Happy Belly groceries.
📍 Prime Day helps Amazon attract new subscribers and deepen relationshi...
👉 Key Highlights:
📍 Prime Day sales rose nearly 12% in the first seven hours compared to last year.
📍 Momentum Commerce manages Amazon sales for brands like Crocs, Lego, and Beats by Dre.
📍 Consumers spent about $100 on average by noon New York time.
📍 Top-selling items include protein shakes, Fire TV sticks, sunscreen, and Happy Belly groceries.
📍 Prime Day helps Amazon attract new subscribers and deepen relationshi...
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$Apple(AAPL.US$
👉 Key Highlights:
📍 Apple’s India sales reach nearly $8 billion, up 33% from last year.
📍 iPhones account for over half of the total sales.
📍 India is a key market as Apple shifts focus from China.
📍 Apple opened two flagship stores in India last year.
📍 India’s middle class views Apple products as status symbols.
📍 Apple now assembles some iPhones in India, including the latest iPhone 15.
📍 Apple makes 14% of its device...
👉 Key Highlights:
📍 Apple’s India sales reach nearly $8 billion, up 33% from last year.
📍 iPhones account for over half of the total sales.
📍 India is a key market as Apple shifts focus from China.
📍 Apple opened two flagship stores in India last year.
📍 India’s middle class views Apple products as status symbols.
📍 Apple now assembles some iPhones in India, including the latest iPhone 15.
📍 Apple makes 14% of its device...
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