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Despite $Taiwan Semiconductor (TSM.US)$reporting stellar 2nd quarter results and boosting its annual forecast, its stock failed to rally as expected. The company, a powerhouse in semiconductor manufacturing, saw its revenue surge by an impressive 33% year-over-year to reach $20.8 billion, with earnings per ADR climbing to $1.48 from $1.14 last year.
Notably, $Taiwan Semiconductor (TSM.US)$'s leadership in high-performance computing, including cutting...
Notably, $Taiwan Semiconductor (TSM.US)$'s leadership in high-performance computing, including cutting...
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$Tesla (TSLA.US)$ bulls are charging ahead as the company's share price surges over 10%, reaching its highest point in over 5 months. This rally comes on the heels of impressive Q2 2024 vehicle production and delivery numbers that smashed analyst expectations.
Deliveries Beat Estimates, Production Ramps Up
$Tesla (TSLA.US)$ delivered a whopping 443,956 vehicles in Q2, exceeding analyst forecasts of 439,000. While this represents a slight...
Deliveries Beat Estimates, Production Ramps Up
$Tesla (TSLA.US)$ delivered a whopping 443,956 vehicles in Q2, exceeding analyst forecasts of 439,000. While this represents a slight...
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$NVIDIA (NVDA.US)$'s Technological Breakthrough:
🚀Accelerated computing and AI deemed most consequential technologies.
🚀Reinvented entire computing stack over 2 decades.
Historical Context:
🚀Modern computing began 60 years ago with $IBM Corp (IBM.US)$ System 360.
🚀General-purpose processing performance scaling stagnated, creating a growing performance-demand deficit.
Addressing Computing Energy and Cost Inflation:
🚀Acc...
🚀Accelerated computing and AI deemed most consequential technologies.
🚀Reinvented entire computing stack over 2 decades.
Historical Context:
🚀Modern computing began 60 years ago with $IBM Corp (IBM.US)$ System 360.
🚀General-purpose processing performance scaling stagnated, creating a growing performance-demand deficit.
Addressing Computing Energy and Cost Inflation:
🚀Acc...
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Yesterday, I attended InvestFair at Midvalley and had the privilege of meeting prominent figures: Mr. Tan Aik Keong, CEO of $AGMO (0258.MY)$; Mr. Fong Choong Fook, Executive Chairman of $LGMS (0249.MY)$; and Mr. Frank Winkler, Senior Solutions Architect for Machine Learning & AI at $Amazon (AMZN.US)$ Web Services (AWS) Singapore.
$AGMO (0258.MY)$ emphasized AI's pivotal role in revolutionizing business digital transformation, citing automation, personalized cus...
$AGMO (0258.MY)$ emphasized AI's pivotal role in revolutionizing business digital transformation, citing automation, personalized cus...
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Triple Witching Day Arrives: The Largest Options Expiry in History
This Friday, the notional value of options set to expire exceeds an unprecedented $5 trillion, marking the largest options expiry in history. Traditionally, such concentrated options expiries have bolstered the stock market. However, a "soft window" may open early next week, with the SPX projected to test 5400 points.
Over the past year, buying $NVIDIA (NVDA.US)$ calls has...
This Friday, the notional value of options set to expire exceeds an unprecedented $5 trillion, marking the largest options expiry in history. Traditionally, such concentrated options expiries have bolstered the stock market. However, a "soft window" may open early next week, with the SPX projected to test 5400 points.
Over the past year, buying $NVIDIA (NVDA.US)$ calls has...
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$NVIDIA (NVDA.US)$ has surged to the forefront of the global market, becoming the world's most valuable public company with a staggering market cap of $3.34 trillion. This monumental achievement surpasses even tech giants like $Microsoft (MSFT.US)$ and $Apple (AAPL.US)$ . $NVIDIA (NVDA.US)$'s shares jumped 3.5% on 18 June 2024 alone, underscoring its dominant position in the AI chip market for data centers, where it holds an impressiv...
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"At $NVIDIA (NVDA.US)$, our goal was to integrate GPUs into every computer, so we began integrating GPUs into motherboard chipsets. We launched a highly successful integrated graphics chip for $Advanced Micro Devices (AMD.US)$, which quickly grew from zero to a billion dollars in revenue almost overnight.
But suddenly, $Advanced Micro Devices (AMD.US)$ decided to control all PC technologies and bought ATI, leaving us unnecessar...
But suddenly, $Advanced Micro Devices (AMD.US)$ decided to control all PC technologies and bought ATI, leaving us unnecessar...
23
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Surprise cooling in US CPI inflation data brought a significant boost to the stock market. In May, the year-on-year CPI growth slowed to 3.3%, with zero month-on-month growth, while core CPI rose 3.4% year-on-year and 0.2% month-on-month, all signaling a clear sign of inflation easing. This outcome completely absorbed expectations of two interest rate cuts this year. The $Dow Jones Industrial Average (.DJI.US)$ and $NASDAQ (NASDAQ.US)$ indices soared to ...
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