The Semiconductor selection includes companies and ETFs in the Philadelphia Semiconductor Index (SOX Index) which is a key indicator for measuring global trends and performance in the semiconductor industry. Changes in the stocks that make up the SOX index reflect the overall trends and opportunities of the semiconductor industry. The SOX index is also used for research and investment in semiconductor ETFs. Refer to the Philadelphia Semiconductor Index (SOX index) for more details.
1. Macro Analysis
a. Political and Economic Landscape ( $Tesla (TSLA.US)$& $Trump Media & Technology (DJT.US)$) :
Political Influence:
Donald J. Trump remains a pivotal figure in shaping conservative political strategies. His rhetoric on deregulation, energy independence, and "America First" policies could directly impact industries such as energy, transportation, and manufacturing.
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Broadcom (AVGO) Stock Edges Higher as Investors Anticipate AI Breakthroughs at CES
Broadcom Inc. (AVGO), a leading semiconductor company, saw its stock price rise slightly on Tuesday as the consumer electronics industry gears up for the annual Consumer Electronics Show (CES) in Las Vegas. Investors are eagerly awaiting the latest advancements in artificial intelligence (AI) and are hopeful that CES 2025 will unveil groundbreaking innovations in the field.
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Moving to Quantum computing ...
$NVIDIA (NVDA.US)$
$AcuityAds Holdings Inc (AT.CA)$
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