ASML Earnings Leak Sparks Broad Semiconductor Sell-Off, Sector Down Sharply As Dutch Chipmaker Lowers 2025 Outlook

Benzinga3minutes ago

Major risks in November are undergoing significant changes.

Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.

wallstreetcnOct 14 23:47 ET

Trump Ahead Of Harris Shows Poll Among Early Voters In Key Battlegrounds: Ex-President's 'Swing State Strategy' Is Paying Off

BenzingaOct 14 21:01 ET

TSMC Earnings Preview | Are Q3 Results and Q4 Guidance Poised to Beat Expectations After September Sales Surprise?

Analysts NotebookOct 14 06:35 ET

Who will benefit from the next wave of investment in ai? Goldman Sachs recommends these types of stocks...

①In the next wave of investment trends, analysts at Goldman Sachs recommend 'platform' stocks such as Microsoft and Datadog. ②Analysts recommend stocks that will directly apply artificial intelligence and allow for wider adoption.

cls.cnOct 12 04:15 ET

Where has overseas AI trading reached? Goldman Sachs: Profit, not valuation, is driving the market, and platform-based companies in the future need to pay attention.

Goldman Sachs has categorized AI-related investments into four main stages and believes that AI trading has now entered the second stage, with the company's profit potential gradually becoming the main driver of the stock price increase. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.

wallstreetcnOct 11 09:43 ET