China International Capital Corporation: AI prosperity resonates at home and abroad, focusing on structural upgrading of traditional telecommunications business.

In the first half of 2024, AI computing power is still the core investment focus, with high prosperity in AI big model iteration and optimization and North American cloud vendors' AI investment, driving the performance and market performance of AI hardware core suppliers to resonate and drive the sector's market capitalization to rebound from the beginning of the year.

Zhitong Finance21:57 ET

'Trump Trade' Momentum May Ease in Short-Term -- Market Talk

It looks likely the momentum of so-called "Trump trade" may ease in the short term to reflect changing risks, in the wake ofPresident Biden not seeking re-election, says Shawn Lee, portfolio manager at SG Hiscock & Company.

WSJ21:47 ET

HTSC: ASML's new Q2 order volume has greatly increased, bullish on the recovery of global semiconductor equipment industry.

HTSC stated that ASML, the leading semiconductor equipment company in the Netherlands, has exceeded expectations in Q2, and is bullish about the recovery of the global semiconductor equipment industry.

Zhitong FinanceJul 20 19:41 ET

Giant Fund Sells Nvidia -- Barron's

Ed Lin The asset manager of Norway's largest bank just made big changes in its holdings of U.S.-traded big tech. DNB Asset Management trimmed its Nvidia holdings in the second quarter, when the

Barron'sJul 19 21:30 ET

Intel Options Spot-On: On July 19th, 452.23K Contracts Were Traded, With 3.69 Million Open Interest

On July 19th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 452.23K options for the day, of which put options accounted for 28.93% of the total transactions, and

Moomoo NewsJul 19 16:30 ET

Express News | Shares of Semiconductor Stocks Are Trading Lower as the Sector Pulls Back Following This Year's Strength, Which Has Been Driven by AI Momentum

BenzingaJul 19 13:49 ET