1)$PHLX Semiconductor Index(.SOX.US)$is up 40% YTD and while not all semis look expensive, many large-caps have become richly-valued, if not frothy.$Arm Holdings(ARM.US)$trades for 118x forward EPS and 48x forward EV/sales (nuts even if estimates look conservative), a bunch of major semicaps trade for 30-50x forward EPS (they have gen-AI tailwinds across leading-edge and memory, but China’s mature-node spend is a potential headwind) and$Texas Instruments(TXN.US)$and ...
$Intel(INTC.US)$'s rally to the highest since April unleased bearish positions on the stock, spurring heavy optionstrading for the chipmaker. On Monday, as the stock sealed a five-day gain of more than 10%, the number of shares that were sold short more than doubled to 9.69 million from a week earlier, exchange data tracked by moomoo showed. That's almost 12% of the total volume. Investors and speculators are shorting the sto...
Apple, Tesla drove S&P higher Manufacturing PMI weakens in June Chewy drops despite Keith Grill's stake disclosure Indexes up: DOW 0.13%, S&P 0.27%, Nasdaq 0.8% Megacap growth stocks led by Apple and Tesla lifted the tech-heavy Nasdaq to a higher close on Monday, while the Dow and the S&P 500 also eked out slight gains in light pre-holiday trading. Investors were waiting for U.S. labor market data due later this week f...
This is interesting: Hedge funds have been selling US tech stocks at the fastest pace in at least 7 years this month, according to Goldman Sachs. Semiconductor stocks have been the most heavily sold, followed by software and internet stocks. This comes after Nasdaq 100 has rallied 18% year-to-date and 40% since October 2023. At the same time, the Semiconductor Index,$PHLX Semiconductor Index(.SOX.US)$, has skyrocketed by 30% and 70%, respectively. As a result,$PHLX Semiconductor Index(.SOX.US)$relative ...
Last week, the$Dow Jones Industrial Average(.DJI.US)$rebounded from its June slump, while fluctuations in the stock price of AI leader$NVIDIA(NVDA.US)$, after reaching the top of the market cap rankings, not only weighed down the tech sector but also prompted reassessments of the industry's outlook and valuation. Additionally, some investors showed a willingness to take profits. Looking ahead to this week, with$Micron Technology(MU.US)$'s earning...
$NVIDIA(NVDA.US)$has become the world's most valuable public company. Founded in 1991, Nvidia initially focused on gaming hardware but has seen its stock soar in recent years as its technology became crucial for AI development. This surge has elevated co-founder and CEO Jensen Huang's net worth to approximately $117 billion, placing him as the world's 11th wealthiest person. On Tuesday, its shares rose 3.5%, b...
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This is normal pass msft and appl AI is super hot issue and msft windows over 20 years looks like traditional business and apple I phone after Steve job pass away nothing fresh (all I pod I phone I pad came from Steve job idea) Tim Cook maybe only I watch lol future just another traditional business like IBM
As June arrives, a review of the first half of 2024 reveals that the U.S. stock market has been on a remarkable upward trajectory. By June 17, both the$NASDAQ 100 Index(.NDX.US)$and$S&P 500 Index(.SPX.US)$had repeatedly set new all-time highs, while the$Dow Jones Industrial Average(.DJI.US)$briefly surged past the 40,000-point milestone. Notably, the S&P 500 notched its 30th new high of the year just last night. From a sector performanc...
After a period with few stock splits, major companies are now showing renewed interest in them.$NVIDIA(NVDA.US)$, for instance, has announced a 10-for-1 stock split effective June 7, making it the fifth of the "Magnificent Seven" stocks to split its shares in under four years.$ASML Holding(ASML.US)$, often described as "the most important tech company you've never heard of," is gaining recognition for its crucial role in semiconductor productio...
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10baggerbamm :
at some point the allure for the splits and the enormous push when announced and follow through after earnings is going to lose it lustre. you have to understand that aslm lithography guided down last quarter they're strong quarter is going to be the fourth quarter of this year. you cannot compare a company that guides down versus Nvidia which exceeded whisper for earnings exceeded whisper for revenue and it guided higher than they prior public announcement the quarter earlier. and broadcom was exactly the same thing they knocked cover off the ball also so to make a post that says is aslm the next one to split 10 for one yeah they could but they need to get their house in order first they need to put together the quarter that makes Wall Street analysts bow down and say we're not worthy. and this didn't happen in the first quarter and according to their conference call is not going to happen in the second or third quarter of this year it will be mid 3rd to 4th before they accelerate.
Money Thrill10baggerbamm:
Not agree with this vision. The quarter results are not good because of the restrictions from VS. Everybody here knows that. First of all the "orderbook" is double now. Second surface of compagny shall double. Just agree from gouvernement for 50 hectares with support for infrastructure for 2 billion euro and 20.000 New houses for highly educated engineers. And the best must yet Come with support of IMEC Belgium university, a totally New Quantum chip within 1 year I suppose. An new laboratory is now being built ... so the stock price shall double within 1 or 2 years if Everybody sees it
Leading financial institutions, including Bank of America (BofA), UBS Group, and JPMorgan, forecast sustained growth for the semiconductor industry, with a peak not expected until mid-2026. Analysts attribute the robust industry performance to technological advancements and diversification, predicting a bullish trend for semiconductor stocks based on positive market dynamics and earnings potential. BofA: Chip Stocks Won't Peak Until M...
US stocks little changed as wait for Nvidia earnings nears its end US stocks hovered near record highs on Wednesday as investors waited for AI bellwether Nvidia's (NVDA) pivotal earnings and for more clues to the Federal Reserve's thinking on interest-rate cuts. Stocks have managed to grind out new all-time highs this week as markets meandered in the wait to find out whether Nvidia will deliver on sky-high earnings expectations. $Microsoft(MSFT.US)$$Advanced Micro Devices(AMD.US)$$NVIDIA(NVDA.US)$
On Monday, as the stock sealed a five-day gain of more than 10%, the number of shares that were sold short more than doubled to 9.69 million from a week earlier, exchange data tracked by moomoo showed. That's almost 12% of the total volume.
Investors and speculators are shorting the sto...
Megacap growth stocks led by Apple and Tesla lifted the tech-heavy Nasdaq to a higher close on Monday, while the Dow and the S&P 500 also eked out slight gains in light pre-holiday trading.
Investors were waiting for U.S. labor market data due later this week f...
Hedge funds have been selling US tech stocks at the fastest pace in at least 7 years this month, according to Goldman Sachs.
Semiconductor stocks have been the most heavily sold, followed by software and internet stocks.
This comes after Nasdaq 100 has rallied 18% year-to-date and 40% since October 2023.
At the same time, the Semiconductor Index, $PHLX Semiconductor Index(.SOX.US)$ , has skyrocketed by 30% and 70%, respectively.
As a result, $PHLX Semiconductor Index(.SOX.US)$ relative ...
Looking ahead to this week, with $Micron Technology(MU.US)$'s earning...
On Tuesday, its shares rose 3.5%, b...
From a sector performanc...
BofA: Chip Stocks Won't Peak Until M...
US stocks hovered near record highs on Wednesday as investors waited for
AI bellwether Nvidia's (NVDA) pivotal earnings
and for more clues to the Federal Reserve's thinking on interest-rate cuts.
Stocks have managed to grind out new all-time highs this week as markets
meandered in the wait to find out whether Nvidia will deliver on sky-high earnings expectations.
$Microsoft(MSFT.US)$ $Advanced Micro Devices(AMD.US)$ $NVIDIA(NVDA.US)$